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REGL and MDYG share 11.9% of their holdings.
| Side by side | XME | REGL | CGBL | MDYG |
|---|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Dividend stocks | Unsorted | US Stock Styles · Mid cap |
| Expense ratio | 0.35% | 0.40% | 0.33% | 0.15% |
| Cost per year on $10k | $35 | $40 | $33 | $15 |
| Trailing 12-mo yield | 0.34% | 2.17% | 1.94% | 0.67% |
| Income per year on $10k | $34 | $217 | $194 | $67 |
| YTD | −2.3% | +10.7% | +6.4% | +14.0% |
| 1 year | +3.1% | +12.9% | +7.2% | +14.3% |
| 3 years · per year | +27.7% | +15.3% | +16.7% | +17.5% |
| 5 years · per year | +19.1% | +7.7% | — | +6.5% |
| Worst drop · 1Y | −27.6% | −9.7% | −7.9% | −10.2% |
| Volatility · 1Y | 37.4% | 12.5% | 10.5% | 17.7% |
| Holdings | 38 | 67 | 74 | 247 |
| Assets | $3.8B | $1.7B | $8.0B | $2.8B |
| Leverage | None | None | None | None |
| Since | 2006 | 2015 | 2023 | 2005 |
Highlighted = best in the row. Returns include dividends.