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XMHQ and REGL share 19.4% of their holdings.
| Side by side | XHB | XMHQ | REGL | HCOW |
|---|---|---|---|---|
| Strategy | Sectors · Real estate | US Stock Styles · Mid cap | Income · Dividend stocks | Income · Covered calls |
| Expense ratio | 0.35% | 0.30% | 0.40% | 0.65% |
| Cost per year on $10k | $35 | $30 | $40 | $65 |
| Trailing 12-mo yield | 1.08% | 0.55% | 2.17% | 11.03% |
| Income per year on $10k | $108 | $55 | $217 | $1,103 |
| YTD | −0.7% | +16.2% | +10.7% | +15.3% |
| 1 year | −5.4% | +13.5% | +12.9% | +18.4% |
| 3 years · per year | +13.5% | +17.8% | +15.3% | +13.0% |
| 5 years · per year | +6.6% | +10.0% | +7.7% | — |
| Worst drop · 1Y | −22.8% | −8.4% | −9.7% | −9.5% |
| Volatility · 1Y | 28.1% | 14.7% | 12.5% | 12.7% |
| Holdings | 34 | 80 | 67 | 60 |
| Assets | $1.5B | $5.7B | $1.7B | $18M |
| Leverage | None | None | None | None |
| Since | 2006 | 2006 | 2015 | 2023 |
Highlighted = best in the row. Returns include dividends.