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XMHQ and MDYG share 24.9% of their holdings.
| Side by side | OIH | XMHQ | MDYG |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.35% | 0.30% | 0.15% |
| Cost per year on $10k | $35 | $30 | $15 |
| Trailing 12-mo yield | 1.19% | 0.55% | 0.67% |
| Income per year on $10k | $119 | $55 | $67 |
| YTD | +43.2% | +16.2% | +14.0% |
| 1 year | +49.3% | +13.5% | +14.3% |
| 3 years · per year | +8.7% | +17.8% | +17.5% |
| 5 years · per year | +14.6% | +10.0% | +6.5% |
| Worst drop · 1Y | −20.8% | −8.4% | −10.2% |
| Volatility · 1Y | 29.7% | 14.7% | 17.7% |
| Holdings | 26 | 80 | 247 |
| Assets | $1.9B | $5.7B | $2.8B |
| Leverage | None | None | None |
| Since | 2011 | 2006 | 2005 |
Highlighted = best in the row. Returns include dividends.