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XSMO and PSCH share 20.7% of their holdings.
| Side by side | XSMO | PSCH | AFSC |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | Sectors · Health care | US Stock Styles · Small cap |
| Expense ratio | 0.35% | 0.29% | 1.09% |
| Cost per year on $10k | $35 | $29 | $109 |
| Trailing 12-mo yield | 0.62% | 0.00% | 0.06% |
| Income per year on $10k | $62 | $0 | $6 |
| YTD | +15.2% | +28.2% | +22.8% |
| 1 year | +12.9% | +32.2% | +22.2% |
| 3 years · per year | +22.3% | +16.4% | — |
| 5 years · per year | +9.2% | −1.1% | — |
| Worst drop · 1Y | −16.0% | −15.4% | −10.3% |
| Volatility · 1Y | 19.7% | 19.5% | 18.5% |
| Holdings | 114 | 70 | 0 |
| Assets | $2.9B | $182M | $10M |
| Leverage | None | None | None |
| Since | 2005 | 2010 | 1997 |
Highlighted = best in the row. Returns include dividends.