Loading…
IHF and TSME share 4.8% of their holdings.
| Side by side | IHF | TSME |
|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Mid cap |
| Expense ratio | 0.37% | 0.65% |
| Cost per year on $10k | $37 | $65 |
| Trailing 12-mo yield | 0.92% | 0.15% |
| Income per year on $10k | $92 | $15 |
| YTD | +23.9% | +9.8% |
| 1 year | +22.6% | +12.0% |
| 3 years · per year | +7.2% | +21.4% |
| 5 years · per year | +2.3% | — |
| Worst drop · 1Y | −18.3% | −15.2% |
| Volatility · 1Y | 20.0% | 23.6% |
| Holdings | 61 | 75 |
| Assets | $1.5B | $847M |
| Leverage | None | None |
| Since | 2006 | 2022 |
Highlighted = best in the row. Returns include dividends.