Loading…
XLV and IYH share 91.4% of their holdings.
| Side by side | IHI | XLV | IYH | VHT |
|---|---|---|---|---|
| Strategy | Sectors · Health care | Sectors · Health care | Sectors · Health care | Sectors · Health care |
| Expense ratio | 0.37% | 0.08% | 0.37% | 0.09% |
| Cost per year on $10k | $37 | $8 | $37 | $9 |
| Trailing 12-mo yield | 0.47% | 1.39% | 1.03% | 1.35% |
| Income per year on $10k | $47 | $139 | $103 | $135 |
| YTD | −10.1% | +20.4% | +20.1% | +20.0% |
| 1 year | −9.6% | +28.6% | +28.1% | +27.8% |
| 3 years · per year | +6.9% | +14.9% | +14.6% | +15.6% |
| 5 years · per year | −2.5% | +8.8% | +7.7% | +7.7% |
| Worst drop · 1Y | −26.1% | −10.5% | −10.6% | −10.4% |
| Volatility · 1Y | 20.6% | 16.4% | 16.4% | 15.8% |
| Holdings | 49 | 61 | 100 | 411 |
| Assets | $3.7B | $48.5B | $4.6B | $21.8B |
| Leverage | None | None | None | None |
| Since | 2006 | 1998 | 2000 | 2004 |
Highlighted = best in the row. Returns include dividends.