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RWK and XMVM share 28.8% of their holdings.
| Side by side | RWK | XMVM |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.39% | 0.37% |
| Cost per year on $10k | $39 | $37 |
| Trailing 12-mo yield | 1.05% | 1.83% |
| Income per year on $10k | $105 | $183 |
| YTD | +16.1% | +17.6% |
| 1 year | +17.4% | +26.2% |
| 3 years · per year | +19.4% | +22.0% |
| 5 years · per year | +10.9% | +11.5% |
| Worst drop · 1Y | −11.1% | −9.2% |
| Volatility · 1Y | 15.5% | 13.4% |
| Holdings | 398 | 79 |
| Assets | $1.3B | $529M |
| Leverage | None | None |
| Since | 2008 | 2005 |
Highlighted = best in the row. Returns include dividends.