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XMHQ and REGL share 19.4% of their holdings.
| Side by side | XHB | XMHQ | REGL |
|---|---|---|---|
| Strategy | Sectors · Real estate | US Stock Styles · Mid cap | Income · Dividend stocks |
| Expense ratio | 0.35% | 0.30% | 0.40% |
| Cost per year on $10k | $35 | $30 | $40 |
| Trailing 12-mo yield | 1.05% | 0.55% | 2.11% |
| Income per year on $10k | $105 | $55 | $211 |
| YTD | +2.5% | +17.5% | +13.4% |
| 1 year | +1.2% | +17.3% | +17.7% |
| 3 years · per year | +15.3% | +18.7% | +16.1% |
| 5 years · per year | +7.1% | +10.2% | +8.1% |
| Worst drop · 1Y | −22.8% | −8.4% | −9.7% |
| Volatility · 1Y | 28.2% | 14.7% | 12.6% |
| Holdings | 34 | 80 | 67 |
| Assets | $1.5B | $5.7B | $1.7B |
| Leverage | None | None | None |
| Since | 2006 | 2006 | 2015 |
Highlighted = best in the row. Returns include dividends.