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HEAL and EKG share 45.8% of their holdings.
| Side by side | IHI | HEAL | EKG |
|---|---|---|---|
| Strategy | Sectors · Health care | Unsorted | US Stock Styles · Large cap |
| Expense ratio | 0.37% | 0.50% | 0.65% |
| Cost per year on $10k | $37 | $50 | $65 |
| Trailing 12-mo yield | 0.46% | 0.23% | 0.00% |
| Income per year on $10k | $46 | $23 | $0 |
| YTD | −8.7% | +5.2% | +23.5% |
| 1 year | −6.4% | −3.8% | +28.1% |
| 3 years · per year | +8.7% | +8.0% | +24.4% |
| 5 years · per year | −2.3% | −10.9% | — |
| Worst drop · 1Y | −26.1% | −27.5% | −22.1% |
| Volatility · 1Y | 20.9% | 23.3% | 24.9% |
| Holdings | 49 | 39 | 51 |
| Assets | $3.7B | $35M | $10M |
| Leverage | None | None | None |
| Since | 2006 | 2020 | 2022 |
Highlighted = best in the row. Returns include dividends.