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PPH and JDVL share 5.2% of their holdings.
| Side by side | PPH | JDVL | IWP |
|---|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Value | US Stock Styles · Mid cap |
| Expense ratio | 0.36% | 0.56% | 0.23% |
| Cost per year on $10k | $36 | $56 | $23 |
| Trailing 12-mo yield | 1.79% | 1.46% | 0.41% |
| Income per year on $10k | $179 | $146 | $41 |
| YTD | +17.6% | +17.0% | −4.7% |
| 1 year | +31.7% | +20.8% | −7.0% |
| 3 years · per year | +18.2% | — | +15.1% |
| 5 years · per year | +12.0% | — | +2.2% |
| Worst drop · 1Y | −10.8% | −9.2% | −12.8% |
| Volatility · 1Y | 18.4% | 14.1% | 18.8% |
| Holdings | 26 | 40 | 272 |
| Assets | $1.1B | $1.0B | $18.3B |
| Leverage | None | None | None |
| Since | 2011 | 2025 | 2001 |
Highlighted = best in the row. Returns include dividends.