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XLY and IMCG share 10.1% of their holdings.
| Side by side | XLY | IMCG |
|---|---|---|
| Strategy | Sectors · Consumer | US Stock Styles · Mid cap |
| Expense ratio | 0.08% | 0.06% |
| Cost per year on $10k | $8 | $6 |
| Trailing 12-mo yield | 0.79% | 0.67% |
| Income per year on $10k | $79 | $67 |
| YTD | −0.4% | +17.3% |
| 1 year | +1.9% | +15.2% |
| 3 years · per year | +17.9% | +21.0% |
| 5 years · per year | +4.5% | +5.6% |
| Worst drop · 1Y | −15.0% | −10.2% |
| Volatility · 1Y | 19.3% | 17.5% |
| Holdings | 47 | 259 |
| Assets | $22.5B | $4.0B |
| Leverage | None | None |
| Since | 1998 | 2004 |
Highlighted = best in the row. Returns include dividends.