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XMHQ and HCOW share 7.2% of their holdings.
| Side by side | XHB | XMHQ | HCOW |
|---|---|---|---|
| Strategy | Sectors · Real estate | US Stock Styles · Mid cap | Income · Covered calls |
| Expense ratio | 0.35% | 0.30% | 0.65% |
| Cost per year on $10k | $35 | $30 | $65 |
| Trailing 12-mo yield | 1.05% | 0.55% | 10.85% |
| Income per year on $10k | $105 | $55 | $1,085 |
| YTD | +2.5% | +17.5% | +16.0% |
| 1 year | +1.2% | +17.3% | +21.1% |
| 3 years · per year | +15.3% | +18.7% | +13.8% |
| 5 years · per year | +7.1% | +10.2% | — |
| Worst drop · 1Y | −22.8% | −8.4% | −9.5% |
| Volatility · 1Y | 28.2% | 14.7% | 12.6% |
| Holdings | 34 | 80 | 60 |
| Assets | $1.5B | $5.7B | $19M |
| Leverage | None | None | None |
| Since | 2006 | 2006 | 2023 |
Highlighted = best in the row. Returns include dividends.