Loading…
XSD and PBW share 8.8% of their holdings.
| Side by side | XSD | PBW |
|---|---|---|
| Strategy | Thematic · AI & semis | Thematic · Clean energy & EV |
| Expense ratio | 0.35% | 0.63% |
| Cost per year on $10k | $35 | $63 |
| Trailing 12-mo yield | 0.17% | 2.57% |
| Income per year on $10k | $17 | $257 |
| YTD | +50.2% | −13.4% |
| 1 year | +38.0% | −18.5% |
| 3 years · per year | +39.6% | +1.7% |
| 5 years · per year | +18.4% | −18.5% |
| Worst drop · 1Y | −30.8% | −47.1% |
| Volatility · 1Y | 47.4% | 43.0% |
| Holdings | 47 | 72 |
| Assets | $2.6B | $301M |
| Leverage | None | None |
| Since | 2006 | 2005 |
Highlighted = best in the row. Returns include dividends.