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| Side by side | HELX |
|---|---|
| Strategy | Sectors · Health care |
| Expense ratio | 0.50% |
| Cost per year on $10k | $50 |
| Trailing 12-mo yield | 0.31% |
| Income per year on $10k | $31 |
| YTD | +26.7% |
| 1 year | +34.8% |
| 3 years · per year | +19.9% |
| 5 years · per year | −2.3% |
| Worst drop · 1Y | −18.0% |
| Volatility · 1Y | 24.3% |
| Holdings | 63 |
| Assets | $36M |
| Leverage | None |
| Since | 2020 |
Highlighted = best in the row. Returns include dividends.