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IXG and XLF share 51.5% of their holdings.
| Side by side | IXG | XLF |
|---|---|---|
| Strategy | Sectors · Financials | Sectors · Financials |
| Expense ratio | 0.38% | 0.08% |
| Cost per year on $10k | $38 | $8 |
| Trailing 12-mo yield | 2.17% | 1.45% |
| Income per year on $10k | $217 | $145 |
| YTD | +9.7% | +5.2% |
| 1 year | +15.7% | +9.2% |
| 3 years · per year | +27.3% | +22.8% |
| 5 years · per year | +12.7% | +9.1% |
| Worst drop · 1Y | −11.3% | −14.8% |
| Volatility · 1Y | 14.3% | 14.5% |
| Holdings | 223 | 76 |
| Assets | $705M | $53.1B |
| Leverage | None | None |
| Since | 2001 | 1998 |
Highlighted = best in the row. Returns include dividends.