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NVIR and XLE share 23.9% of their holdings.
| Side by side | NVIR | XLE |
|---|---|---|
| Strategy | Sectors · Energy | Sectors · Energy |
| Expense ratio | 0.85% | 0.08% |
| Cost per year on $10k | $85 | $8 |
| Trailing 12-mo yield | 0.73% | 2.22% |
| Income per year on $10k | $73 | $222 |
| YTD | +26.0% | +56.7% |
| 1 year | +29.2% | +61.8% |
| 3 years · per year | +17.3% | +19.9% |
| 5 years · per year | — | +23.3% |
| Worst drop · 1Y | −9.1% | −15.0% |
| Volatility · 1Y | 17.4% | 22.1% |
| Holdings | 43 | 21 |
| Assets | $5M | $45.3B |
| Leverage | None | None |
| Since | 2023 | 1998 |
Highlighted = best in the row. Returns include dividends.