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IYH and EQTY share 4.6% of their holdings.
| Side by side | IYH | EQTY |
|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Large cap |
| Expense ratio | 0.37% | 0.99% |
| Cost per year on $10k | $37 | $99 |
| Trailing 12-mo yield | 1.03% | 0.02% |
| Income per year on $10k | $103 | $2 |
| YTD | +20.2% | +10.0% |
| 1 year | +29.2% | +15.1% |
| 3 years · per year | +15.4% | +20.1% |
| 5 years · per year | +7.6% | — |
| Worst drop · 1Y | −10.6% | −11.9% |
| Volatility · 1Y | 16.4% | 12.8% |
| Holdings | 100 | 0 |
| Assets | $4.7B | $1.4B |
| Leverage | None | None |
| Since | 2000 | 2011 |
Highlighted = best in the row. Returns include dividends.