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XMHQ and XMMO share 19.6% of their holdings.
| Side by side | XMHQ | XMMO | FTGS |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap | US Stock Styles · Growth |
| Expense ratio | 0.30% | 0.34% | 0.60% |
| Cost per year on $10k | $30 | $34 | $60 |
| Trailing 12-mo yield | 0.55% | 0.73% | 0.04% |
| Income per year on $10k | $55 | $73 | $4 |
| YTD | +17.5% | −2.3% | +6.5% |
| 1 year | +17.3% | +0.3% | +5.4% |
| 3 years · per year | +18.7% | +22.2% | +18.3% |
| 5 years · per year | +10.2% | +8.9% | — |
| Worst drop · 1Y | −8.4% | −22.4% | −9.4% |
| Volatility · 1Y | 14.7% | 23.0% | 13.7% |
| Holdings | 80 | 77 | 50 |
| Assets | $5.7B | $6.5B | $1.3B |
| Leverage | None | None | None |
| Since | 2006 | 2005 | 2022 |
Highlighted = best in the row. Returns include dividends.