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VFLO and RPV share 13.7% of their holdings.
| Side by side | IHF | VFLO | RPV |
|---|---|---|---|
| Strategy | Sectors · Health care | Unsorted | US Stock Styles · Value |
| Expense ratio | 0.37% | 0.44% | 0.35% |
| Cost per year on $10k | $37 | $44 | $35 |
| Trailing 12-mo yield | 0.91% | 1.07% | 2.08% |
| Income per year on $10k | $91 | $107 | $208 |
| YTD | +26.3% | +38.4% | +19.4% |
| 1 year | +18.9% | +44.0% | +23.7% |
| 3 years · per year | +7.5% | +30.4% | +23.3% |
| 5 years · per year | +2.7% | — | +11.2% |
| Worst drop · 1Y | −19.3% | −8.8% | −7.7% |
| Volatility · 1Y | 20.4% | 15.7% | 11.8% |
| Holdings | 61 | 52 | 118 |
| Assets | $1.5B | $12.4B | $1.8B |
| Leverage | None | None | None |
| Since | 2006 | 2023 | 2006 |
Highlighted = best in the row. Returns include dividends.