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XMHQ and FSGS share 16.2% of their holdings.
| Side by side | XMHQ | SCDV | FSGS |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Income · Dividend stocks | US Stock Styles · Growth |
| Expense ratio | 0.30% | 0.70% | 0.60% |
| Cost per year on $10k | $30 | $70 | $60 |
| Trailing 12-mo yield | 0.55% | 0.43% | 0.03% |
| Income per year on $10k | $55 | $43 | $3 |
| YTD | +16.2% | +11.5% | +10.1% |
| 1 year | +13.5% | +6.1% | +7.5% |
| 3 years · per year | +17.8% | — | +12.6% |
| 5 years · per year | +10.0% | — | +4.4% |
| Worst drop · 1Y | −8.4% | −11.4% | −11.3% |
| Volatility · 1Y | 14.7% | 15.6% | 14.7% |
| Holdings | 80 | 36 | 100 |
| Assets | $5.7B | $148M | $30M |
| Leverage | None | None | None |
| Since | 2006 | 2024 | 2017 |
Highlighted = best in the row. Returns include dividends.