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IHF and BUL share 8.4% of their holdings.
| Side by side | IHF | BUL | YALL |
|---|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Growth | US Stock Styles · Large cap |
| Expense ratio | 0.37% | 0.60% | 0.65% |
| Cost per year on $10k | $37 | $60 | $65 |
| Trailing 12-mo yield | 0.92% | 0.16% | 0.50% |
| Income per year on $10k | $92 | $16 | $50 |
| YTD | +23.9% | +11.1% | −1.1% |
| 1 year | +22.6% | +15.9% | −3.7% |
| 3 years · per year | +7.2% | +21.0% | +20.7% |
| 5 years · per year | +2.3% | +9.6% | — |
| Worst drop · 1Y | −18.3% | −8.9% | −8.6% |
| Volatility · 1Y | 20.0% | 16.7% | 14.0% |
| Holdings | 61 | 52 | 41 |
| Assets | $1.5B | $127M | $78M |
| Leverage | None | None | None |
| Since | 2006 | 2019 | 2022 |
Highlighted = best in the row. Returns include dividends.