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XMLV and AUSF share 9.9% of their holdings.
| Side by side | XMLV | EVNT | AUSF |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Unsorted | US Stock Styles · Large cap |
| Expense ratio | 0.25% | 1.27% | 0.27% |
| Cost per year on $10k | $25 | $127 | $27 |
| Trailing 12-mo yield | 3.03% | 4.47% | 2.66% |
| Income per year on $10k | $303 | $447 | $266 |
| YTD | +8.4% | +7.0% | +13.8% |
| 1 year | +9.0% | +8.8% | +16.3% |
| 3 years · per year | +14.3% | +11.1% | +21.4% |
| 5 years · per year | +6.2% | +5.4% | +13.7% |
| Worst drop · 1Y | −9.2% | −1.9% | −7.0% |
| Volatility · 1Y | 10.7% | 5.2% | 10.3% |
| Holdings | 81 | 55 | 189 |
| Assets | $726M | $13M | $888M |
| Leverage | None | None | None |
| Since | 2013 | 2014 | 2018 |
Highlighted = best in the row. Returns include dividends.