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XMMO and MDYG share 28.4% of their holdings.
| Side by side | XMMO | XMHQ | MDYG |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.34% | 0.30% | 0.15% |
| Cost per year on $10k | $34 | $30 | $15 |
| Trailing 12-mo yield | 0.73% | 0.55% | 0.68% |
| Income per year on $10k | $73 | $55 | $68 |
| YTD | −2.3% | +17.5% | +12.3% |
| 1 year | +0.3% | +17.3% | +14.0% |
| 3 years · per year | +22.2% | +18.7% | +17.4% |
| 5 years · per year | +8.9% | +10.2% | +6.0% |
| Worst drop · 1Y | −22.4% | −8.4% | −10.2% |
| Volatility · 1Y | 23.0% | 14.7% | 17.8% |
| Holdings | 77 | 80 | 247 |
| Assets | $6.5B | $5.7B | $2.8B |
| Leverage | None | None | None |
| Since | 2005 | 2006 | 2005 |
Highlighted = best in the row. Returns include dividends.