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XTN and NBSM share 3.2% of their holdings.
| Side by side | XTN | NBSM |
|---|---|---|
| Strategy | Sectors · Industrials | US Stock Styles · Mid cap |
| Expense ratio | 0.35% | 0.75% |
| Cost per year on $10k | $35 | $75 |
| Trailing 12-mo yield | 0.75% | 0.35% |
| Income per year on $10k | $75 | $35 |
| YTD | +9.2% | +14.8% |
| 1 year | +19.8% | +14.3% |
| 3 years · per year | +13.1% | — |
| 5 years · per year | +2.7% | — |
| Worst drop · 1Y | −17.8% | −10.1% |
| Volatility · 1Y | 26.9% | 14.3% |
| Holdings | 44 | 67 |
| Assets | $216M | $112M |
| Leverage | None | None |
| Since | 2011 | 2024 |
Highlighted = best in the row. Returns include dividends.