sometimes these companies have locked in prices for the next year or two. Looking at the charts and institutional holders there is a great similarity between these companies. One of the better research houses recommended EXPD recently and thats why I bought it.
One is a domestic forwarder (using truckers) and the other is an international forwarder (using air and ocean). So one's growth is affected more by the U.S. economy and the other's growth is affected more by the global economy.