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HXA and RZV share 3.5% of their holdings.
| Side by side | HXA | RZV |
|---|---|---|
| Strategy | Bonds & Cash · Corporate | US Stock Styles · Small cap |
| Expense ratio | 0.99% | 0.35% |
| Cost per year on $10k | $99 | $35 |
| Trailing 12-mo yield | 0.00% | 1.40% |
| Income per year on $10k | $0 | $140 |
| YTD | — | +24.4% |
| 1 year | — | +27.5% |
| 3 years · per year | — | +22.0% |
| 5 years · per year | — | +9.5% |
| Worst drop · 1Y | — | −12.6% |
| Volatility · 1Y | — | 18.4% |
| Holdings | 149 | 157 |
| Assets | $51M | $285M |
| Leverage | None | None |
| Since | 2026 | 2006 |
Highlighted = best in the row. Returns include dividends.