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AVUV and XMVM share 11.0% of their holdings.
| Side by side | AVUV | XMVM | FXD |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Mid cap | Sectors · Consumer |
| Expense ratio | 0.25% | 0.37% | 0.60% |
| Cost per year on $10k | $25 | $37 | $60 |
| Trailing 12-mo yield | 1.22% | 1.83% | 0.70% |
| Income per year on $10k | $122 | $183 | $70 |
| YTD | +23.0% | +17.6% | +0.9% |
| 1 year | +26.8% | +26.2% | +2.3% |
| 3 years · per year | +20.7% | +22.0% | +13.3% |
| 5 years · per year | +11.2% | +11.5% | +2.9% |
| Worst drop · 1Y | −8.2% | −9.2% | −13.9% |
| Volatility · 1Y | 14.8% | 13.4% | 20.1% |
| Holdings | 794 | 79 | 110 |
| Assets | $32.1B | $529M | $256M |
| Leverage | None | None | None |
| Since | 2019 | 2005 | 2007 |
Highlighted = best in the row. Returns include dividends.