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LPRE and XMLV share 4.9% of their holdings.
| Side by side | LPRE | XMLV |
|---|---|---|
| Strategy | Sectors · Real estate | US Stock Styles · Mid cap |
| Expense ratio | 1.00% | 0.25% |
| Cost per year on $10k | $100 | $25 |
| Trailing 12-mo yield | 1.77% | 2.98% |
| Income per year on $10k | $177 | $298 |
| YTD | +9.7% | +10.3% |
| 1 year | +15.4% | +12.4% |
| 3 years · per year | — | +14.8% |
| 5 years · per year | — | +6.5% |
| Worst drop · 1Y | −12.8% | −9.2% |
| Volatility · 1Y | 15.6% | 10.7% |
| Holdings | 25 | 81 |
| Assets | $183M | $725M |
| Leverage | None | None |
| Since | 2025 | 2013 |
Highlighted = best in the row. Returns include dividends.