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MRGR and XHS share 4.5% of their holdings.
| Side by side | MRGR | XHS |
|---|---|---|
| Strategy | Unsorted | Sectors · Health care |
| Expense ratio | 0.75% | 0.35% |
| Cost per year on $10k | $75 | $35 |
| Trailing 12-mo yield | 2.71% | 0.15% |
| Income per year on $10k | $271 | $15 |
| YTD | +1.7% | +32.4% |
| 1 year | +3.9% | +37.4% |
| 3 years · per year | +7.2% | +21.8% |
| 5 years · per year | +3.7% | +6.4% |
| Worst drop · 1Y | −1.8% | −12.0% |
| Volatility · 1Y | 4.1% | 17.6% |
| Holdings | 52 | 61 |
| Assets | $16M | $234M |
| Leverage | None | None |
| Since | 2012 | 2011 |
Highlighted = best in the row. Returns include dividends.