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IHE and XMMO share 3.6% of their holdings.
| Side by side | IHE | XMMO |
|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Mid cap |
| Expense ratio | 0.37% | 0.34% |
| Cost per year on $10k | $37 | $34 |
| Trailing 12-mo yield | 1.34% | 0.73% |
| Income per year on $10k | $134 | $73 |
| YTD | +27.2% | −2.3% |
| 1 year | +44.3% | +0.3% |
| 3 years · per year | +25.6% | +22.2% |
| 5 years · per year | +13.3% | +8.9% |
| Worst drop · 1Y | −9.7% | −22.4% |
| Volatility · 1Y | 18.6% | 23.0% |
| Holdings | 53 | 77 |
| Assets | $1.6B | $6.5B |
| Leverage | None | None |
| Since | 2006 | 2005 |
Highlighted = best in the row. Returns include dividends.