Loading…
JDVL and XLV share 9.8% of their holdings.
| Side by side | JDVL | XLV |
|---|---|---|
| Strategy | US Stock Styles · Value | Sectors · Health care |
| Expense ratio | 0.56% | 0.08% |
| Cost per year on $10k | $56 | $8 |
| Trailing 12-mo yield | 1.46% | 1.38% |
| Income per year on $10k | $146 | $138 |
| YTD | +17.0% | +20.7% |
| 1 year | +20.8% | +30.1% |
| 3 years · per year | — | +15.7% |
| 5 years · per year | — | +8.7% |
| Worst drop · 1Y | −9.2% | −10.5% |
| Volatility · 1Y | 14.1% | 16.4% |
| Holdings | 40 | 61 |
| Assets | $1.0B | $48.5B |
| Leverage | None | None |
| Since | 2025 | 1998 |
Highlighted = best in the row. Returns include dividends.