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XHB and PKB share 16.0% of their holdings.
| Side by side | XHB | PKB | FSCS | BRSM |
|---|---|---|---|---|
| Strategy | Sectors · Real estate | Unsorted | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.35% | 0.57% | 0.60% | 0.38% |
| Cost per year on $10k | $35 | $57 | $60 | $38 |
| Trailing 12-mo yield | 1.08% | 0.20% | 1.23% | 0.00% |
| Income per year on $10k | $108 | $20 | $123 | $0 |
| YTD | −0.7% | −1.8% | +5.4% | — |
| 1 year | −5.4% | −7.2% | +5.6% | — |
| 3 years · per year | +13.5% | +24.4% | +13.7% | — |
| 5 years · per year | +6.6% | +13.0% | +6.0% | — |
| Worst drop · 1Y | −22.8% | −25.0% | −7.8% | — |
| Volatility · 1Y | 28.1% | 24.9% | 11.7% | — |
| Holdings | 34 | 31 | 100 | 0 |
| Assets | $1.5B | $263M | $61M | $28M |
| Leverage | None | None | None | None |
| Since | 2006 | 2005 | 2017 | 2026 |
Highlighted = best in the row. Returns include dividends.