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CGMM and FXU share 3.2% of their holdings.
| Side by side | CGMM | FXU |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Sectors · Utilities |
| Expense ratio | 0.51% | 0.61% |
| Cost per year on $10k | $51 | $61 |
| Trailing 12-mo yield | 0.39% | 2.33% |
| Income per year on $10k | $39 | $233 |
| YTD | +10.6% | +8.7% |
| 1 year | +12.4% | +6.0% |
| 3 years · per year | — | +22.0% |
| 5 years · per year | — | +11.9% |
| Worst drop · 1Y | −10.1% | −14.0% |
| Volatility · 1Y | 15.8% | 14.2% |
| Holdings | 86 | 40 |
| Assets | $3.6B | $755M |
| Leverage | None | None |
| Since | 2025 | 2007 |
Highlighted = best in the row. Returns include dividends.