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IHI and EKG share 20.7% of their holdings.
| Side by side | IHI | EKG | NUMG |
|---|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Large cap | US Stock Styles · Mid cap |
| Expense ratio | 0.37% | 0.65% | 0.31% |
| Cost per year on $10k | $37 | $65 | $31 |
| Trailing 12-mo yield | 0.47% | 0.00% | 0.01% |
| Income per year on $10k | $47 | $0 | $1 |
| YTD | −10.1% | +31.6% | −3.0% |
| 1 year | −9.6% | +35.9% | −5.2% |
| 3 years · per year | +6.9% | +24.3% | +9.6% |
| 5 years · per year | −2.5% | — | −1.9% |
| Worst drop · 1Y | −26.1% | −22.1% | −19.6% |
| Volatility · 1Y | 20.6% | 24.4% | 19.7% |
| Holdings | 49 | 51 | 46 |
| Assets | $3.7B | $10M | $326M |
| Leverage | None | None | None |
| Since | 2006 | 2022 | 2016 |
Highlighted = best in the row. Returns include dividends.