Loading…
XMMO and REGL share 8.3% of their holdings.
| Side by side | XMMO | REGL |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Income · Dividend stocks |
| Expense ratio | 0.34% | 0.40% |
| Cost per year on $10k | $34 | $40 |
| Trailing 12-mo yield | 0.70% | 2.17% |
| Income per year on $10k | $70 | $217 |
| YTD | +1.3% | +10.7% |
| 1 year | +2.2% | +12.9% |
| 3 years · per year | +23.1% | +15.3% |
| 5 years · per year | +10.2% | +7.7% |
| Worst drop · 1Y | −22.3% | −9.7% |
| Volatility · 1Y | 22.9% | 12.5% |
| Holdings | 77 | 67 |
| Assets | $6.7B | $1.7B |
| Leverage | None | None |
| Since | 2005 | 2015 |
Highlighted = best in the row. Returns include dividends.