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TRUD and XLYM share 88.9% of their holdings.
| Side by side | XLSR | SECT | TRUD | XLYM |
|---|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted | Sectors · Consumer | Low-Cost Core · S&P 500 |
| Expense ratio | 0.70% | 0.69% | 0.16% | 0.12% |
| Cost per year on $10k | $70 | $69 | $16 | $12 |
| Trailing 12-mo yield | 0.40% | 0.68% | 0.58% | 0.00% |
| Income per year on $10k | $40 | $68 | $58 | $0 |
| YTD | +6.9% | +12.8% | −1.1% | — |
| 1 year | +7.4% | +12.3% | −1.8% | — |
| 3 years · per year | +18.3% | +20.8% | — | — |
| 5 years · per year | +9.2% | +11.8% | — | — |
| Worst drop · 1Y | −11.1% | −10.7% | −16.0% | — |
| Volatility · 1Y | 13.6% | 14.7% | 21.9% | — |
| Holdings | 21 | 16 | 51 | 4 |
| Assets | $1.1B | $2.9B | $87M | $1M |
| Leverage | None | None | None | None |
| Since | 2019 | 2017 | 2025 | 2026 |
Highlighted = best in the row. Returns include dividends.