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TDIV and XTL share 13.0% of their holdings.
| Side by side | TDIV | XTL |
|---|---|---|
| Strategy | Thematic Income · A basket | Sectors · Communication |
| Expense ratio | 0.50% | 0.35% |
| Cost per year on $10k | $50 | $35 |
| Trailing 12-mo yield | 1.41% | 1.05% |
| Income per year on $10k | $141 | $105 |
| YTD | +17.4% | +21.4% |
| 1 year | +13.1% | +21.0% |
| 3 years · per year | +29.8% | +42.9% |
| 5 years · per year | +16.4% | +15.4% |
| Worst drop · 1Y | −16.3% | −25.1% |
| Volatility · 1Y | 20.7% | 31.6% |
| Holdings | 87 | 39 |
| Assets | $4.4B | $480M |
| Leverage | None | None |
| Since | 2012 | 2011 |
Highlighted = best in the row. Returns include dividends.