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XMMO and IVOG share 30.0% of their holdings.
| Side by side | GRID | XMMO | IVOG |
|---|---|---|---|
| Strategy | Thematic · Infrastructure | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.56% | 0.34% | 0.10% |
| Cost per year on $10k | $56 | $34 | $10 |
| Trailing 12-mo yield | 0.94% | 0.73% | 0.57% |
| Income per year on $10k | $94 | $73 | $57 |
| YTD | +8.1% | −2.3% | +12.4% |
| 1 year | +5.5% | +0.3% | +14.2% |
| 3 years · per year | +25.4% | +22.2% | +17.4% |
| 5 years · per year | +12.0% | +8.9% | +6.1% |
| Worst drop · 1Y | −18.1% | −22.4% | −10.1% |
| Volatility · 1Y | 25.0% | 23.0% | 17.8% |
| Holdings | 122 | 77 | 240 |
| Assets | $11.1B | $6.5B | $1.8B |
| Leverage | None | None | None |
| Since | 2009 | 2005 | 2010 |
Highlighted = best in the row. Returns include dividends.