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XRMI and VIG share 41.3% of their holdings.
| Side by side | XRMI | VIG |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.60% | 0.04% |
| Cost per year on $10k | $60 | $4 |
| Trailing 12-mo yield | 12.35% | 1.46% |
| Income per year on $10k | $1,235 | $146 |
| YTD | +5.2% | +14.7% |
| 1 year | +7.6% | +15.3% |
| 3 years · per year | +9.4% | +19.6% |
| 5 years · per year | +2.8% | +10.9% |
| Worst drop · 1Y | −5.0% | −7.9% |
| Volatility · 1Y | 5.6% | 10.0% |
| Holdings | 507 | 338 |
| Assets | $63M | $128B |
| Leverage | None | None |
| Since | 2021 | 2006 |
Highlighted = best in the row. Returns include dividends.