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XMLV and HSMV share 40.0% of their holdings.
| Side by side | XMLV | HSMV |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Unsorted |
| Expense ratio | 0.25% | 0.80% |
| Cost per year on $10k | $25 | $80 |
| Trailing 12-mo yield | 3.03% | 4.52% |
| Income per year on $10k | $303 | $452 |
| YTD | +8.4% | +4.7% |
| 1 year | +9.0% | +5.6% |
| 3 years · per year | +14.3% | +11.0% |
| 5 years · per year | +6.2% | +3.4% |
| Worst drop · 1Y | −9.2% | −9.0% |
| Volatility · 1Y | 10.7% | 10.4% |
| Holdings | 81 | 151 |
| Assets | $726M | $5M |
| Leverage | None | None |
| Since | 2013 | 2020 |
Highlighted = best in the row. Returns include dividends.