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XOP and CALF share 10.7% of their holdings.
| Side by side | XOP | CALF |
|---|---|---|
| Strategy | Sectors · Energy | US Stock Styles · Small cap |
| Expense ratio | 0.35% | 0.59% |
| Cost per year on $10k | $35 | $59 |
| Trailing 12-mo yield | 1.61% | 1.09% |
| Income per year on $10k | $161 | $109 |
| YTD | +55.3% | +33.2% |
| 1 year | +56.9% | +37.6% |
| 3 years · per year | +12.5% | +15.6% |
| 5 years · per year | +14.5% | +7.4% |
| Worst drop · 1Y | −18.5% | −7.9% |
| Volatility · 1Y | 29.2% | 15.8% |
| Holdings | 51 | 200 |
| Assets | $4.4B | $3.8B |
| Leverage | None | None |
| Since | 2006 | 2017 |
Highlighted = best in the row. Returns include dividends.