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XMPT and YYYM share 50.9% of their holdings.
| Side by side | XMPT | YYYM |
|---|---|---|
| Strategy | Bonds & Cash · Municipal | Bonds & Cash · Municipal |
| Expense ratio | 3.40% | 2.78% |
| Cost per year on $10k | $340 | $278 |
| Trailing 12-mo yield | 6.32% | 3.82% |
| Income per year on $10k | $632 | $382 |
| YTD | −3.8% | — |
| 1 year | −3.3% | — |
| 3 years · per year | +9.2% | — |
| 5 years · per year | −2.1% | — |
| Worst drop · 1Y | −13.8% | — |
| Volatility · 1Y | 9.5% | — |
| Holdings | 39 | 30 |
| Assets | $202M | $2M |
| Leverage | None | None |
| Since | 2011 | 2026 |
Highlighted = best in the row. Returns include dividends.