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XES and IEZ share 61.4% of their holdings.
| Side by side | PXJ | PSCE | XES | IEZ |
|---|---|---|---|---|
| Strategy | Sectors · Energy | Sectors · Energy | Sectors · Energy | US Stock Styles · Large cap |
| Expense ratio | 0.77% | 0.29% | 0.35% | 0.37% |
| Cost per year on $10k | $77 | $29 | $35 | $37 |
| Trailing 12-mo yield | 2.63% | 2.41% | 1.05% | 1.17% |
| Income per year on $10k | $263 | $241 | $105 | $117 |
| YTD | +63.2% | +42.7% | +39.9% | +35.9% |
| 1 year | +65.8% | +45.6% | +46.3% | +40.8% |
| 3 years · per year | +19.0% | +4.9% | +9.0% | +8.3% |
| 5 years · per year | +22.2% | +10.3% | +14.7% | +14.9% |
| Worst drop · 1Y | −18.4% | −16.2% | −21.6% | −20.3% |
| Volatility · 1Y | 26.2% | 26.8% | 30.8% | 29.2% |
| Holdings | 31 | 34 | 35 | 32 |
| Assets | $138M | $105M | $366M | $396M |
| Leverage | None | None | None | None |
| Since | 2005 | 2010 | 2006 | 2006 |
Highlighted = best in the row. Returns include dividends.