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HELX and ACSG share 9.5% of their holdings.
| Side by side | HELX | ACSG |
|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Small cap |
| Expense ratio | 0.50% | 0.49% |
| Cost per year on $10k | $50 | $49 |
| Trailing 12-mo yield | 0.31% | 0.00% |
| Income per year on $10k | $31 | $0 |
| YTD | +26.7% | +14.9% |
| 1 year | +34.8% | +12.4% |
| 3 years · per year | +19.9% | — |
| 5 years · per year | −2.3% | — |
| Worst drop · 1Y | −18.0% | −13.3% |
| Volatility · 1Y | 24.3% | 21.4% |
| Holdings | 63 | 312 |
| Assets | $36M | $54M |
| Leverage | None | None |
| Since | 2020 | 2025 |
Highlighted = best in the row. Returns include dividends.