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XLB and VAW share 67.1% of their holdings.
| Side by side | PHO | IYM | XLB | VAW |
|---|---|---|---|---|
| Strategy | Unsorted | Sectors · Materials | Sectors · Materials | Sectors · Materials |
| Expense ratio | 0.59% | 0.37% | 0.08% | 0.09% |
| Cost per year on $10k | $59 | $37 | $8 | $9 |
| Trailing 12-mo yield | 0.50% | 1.26% | 1.64% | 1.39% |
| Income per year on $10k | $50 | $126 | $164 | $139 |
| YTD | +5.4% | +19.1% | +17.3% | +11.7% |
| 1 year | +1.9% | +25.6% | +20.1% | +15.0% |
| 3 years · per year | +14.0% | +16.3% | +13.9% | +13.5% |
| 5 years · per year | +5.8% | +8.1% | +6.4% | +6.1% |
| Worst drop · 1Y | −13.8% | −13.6% | −12.4% | −13.4% |
| Volatility · 1Y | 15.8% | 20.3% | 17.7% | 18.8% |
| Holdings | 41 | 40 | 24 | 115 |
| Assets | $2.0B | $1.3B | $8.3B | $4.5B |
| Leverage | None | None | None | None |
| Since | 2005 | 2000 | 1998 | 2004 |
Highlighted = best in the row. Returns include dividends.