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FPX and XLI share 5.6% of their holdings.
| Side by side | FPX | XLI |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Sectors · Industrials |
| Expense ratio | 0.57% | 0.08% |
| Cost per year on $10k | $57 | $8 |
| Trailing 12-mo yield | 0.18% | 1.11% |
| Income per year on $10k | $18 | $111 |
| YTD | +6.5% | +10.5% |
| 1 year | +3.4% | +11.2% |
| 3 years · per year | +29.8% | +21.5% |
| 5 years · per year | +6.0% | +11.9% |
| Worst drop · 1Y | −18.0% | −12.2% |
| Volatility · 1Y | 26.4% | 17.2% |
| Holdings | 99 | 83 |
| Assets | $1.4B | $31.5B |
| Leverage | None | None |
| Since | 2006 | 1998 |
Highlighted = best in the row. Returns include dividends.