Loading…
KMID and DRES share 7.5% of their holdings.
| Side by side | XHB | DUSG | KMID | DRES |
|---|---|---|---|---|
| Strategy | Sectors · Real estate | US Stock Styles · Small cap | US Stock Styles · Mid cap | Unsorted |
| Expense ratio | 0.35% | 0.33% | 0.80% | 0.50% |
| Cost per year on $10k | $35 | $33 | $80 | $50 |
| Trailing 12-mo yield | 1.08% | 0.28% | 0.12% | 0.66% |
| Income per year on $10k | $108 | $28 | $12 | $66 |
| YTD | −0.7% | — | +1.1% | +21.3% |
| 1 year | −5.4% | — | +0.0% | +22.4% |
| 3 years · per year | +13.5% | — | — | — |
| 5 years · per year | +6.6% | — | — | — |
| Worst drop · 1Y | −22.8% | — | −10.7% | −11.9% |
| Volatility · 1Y | 28.1% | — | 14.7% | 17.1% |
| Holdings | 34 | 0 | 217 | 0 |
| Assets | $1.5B | $2.0B | $52M | $147M |
| Leverage | None | None | None | None |
| Since | 2006 | 2012 | 2024 | 2025 |
Highlighted = best in the row. Returns include dividends.