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XMMO and IVOG share 30.0% of their holdings.
| Side by side | XMHQ | XMMO | IVOG |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.30% | 0.34% | 0.10% |
| Cost per year on $10k | $30 | $34 | $10 |
| Trailing 12-mo yield | 0.55% | 0.70% | 0.56% |
| Income per year on $10k | $55 | $70 | $56 |
| YTD | +16.2% | +1.3% | +14.4% |
| 1 year | +13.5% | +2.2% | +14.3% |
| 3 years · per year | +17.8% | +23.1% | +17.6% |
| 5 years · per year | +10.0% | +10.2% | +6.5% |
| Worst drop · 1Y | −8.4% | −22.3% | −10.1% |
| Volatility · 1Y | 14.7% | 22.9% | 17.7% |
| Holdings | 80 | 77 | 240 |
| Assets | $5.7B | $6.7B | $1.8B |
| Leverage | None | None | None |
| Since | 2006 | 2005 | 2010 |
Highlighted = best in the row. Returns include dividends.