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HELX and XLV share 9.2% of their holdings.
| Side by side | HELX | XLV |
|---|---|---|
| Strategy | Sectors · Health care | Sectors · Health care |
| Expense ratio | 0.50% | 0.08% |
| Cost per year on $10k | $50 | $8 |
| Trailing 12-mo yield | 0.33% | 1.38% |
| Income per year on $10k | $33 | $138 |
| YTD | +20.0% | +20.7% |
| 1 year | +25.7% | +30.1% |
| 3 years · per year | +18.9% | +15.7% |
| 5 years · per year | −3.6% | +8.7% |
| Worst drop · 1Y | −18.0% | −10.5% |
| Volatility · 1Y | 24.6% | 16.4% |
| Holdings | 63 | 61 |
| Assets | $36M | $48.5B |
| Leverage | None | None |
| Since | 2020 | 1998 |
Highlighted = best in the row. Returns include dividends.