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XTL and TDVI share 13.0% of their holdings.
| Side by side | XTL | TDVI |
|---|---|---|
| Strategy | Sectors · Communication | Thematic Income · A basket |
| Expense ratio | 0.35% | 0.75% |
| Cost per year on $10k | $35 | $75 |
| Trailing 12-mo yield | 0.99% | 7.39% |
| Income per year on $10k | $99 | $739 |
| YTD | +29.0% | +21.4% |
| 1 year | +29.2% | +15.7% |
| 3 years · per year | +45.1% | +29.0% |
| 5 years · per year | +16.2% | — |
| Worst drop · 1Y | −24.9% | −16.0% |
| Volatility · 1Y | 31.3% | 20.0% |
| Holdings | 39 | 88 |
| Assets | $480M | $677M |
| Leverage | None | None |
| Since | 2011 | 2023 |
Highlighted = best in the row. Returns include dividends.