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XSD and CGMM share 3.6% of their holdings.
| Side by side | XSD | CGMM |
|---|---|---|
| Strategy | Thematic · AI & semis | US Stock Styles · Mid cap |
| Expense ratio | 0.35% | 0.51% |
| Cost per year on $10k | $35 | $51 |
| Trailing 12-mo yield | 0.17% | 0.39% |
| Income per year on $10k | $17 | $39 |
| YTD | +50.2% | +10.6% |
| 1 year | +38.0% | +12.4% |
| 3 years · per year | +39.6% | — |
| 5 years · per year | +18.4% | — |
| Worst drop · 1Y | −30.8% | −10.1% |
| Volatility · 1Y | 47.4% | 15.8% |
| Holdings | 47 | 86 |
| Assets | $2.6B | $3.6B |
| Leverage | None | None |
| Since | 2006 | 2025 |
Highlighted = best in the row. Returns include dividends.