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VTWG and OMFS share 36.9% of their holdings.
| Side by side | VTWG | HELX | OMFS |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | Sectors · Health care | US Stock Styles · Small cap |
| Expense ratio | 0.06% | 0.50% | 0.39% |
| Cost per year on $10k | $6 | $50 | $39 |
| Trailing 12-mo yield | 0.69% | 0.33% | 1.28% |
| Income per year on $10k | $69 | $33 | $128 |
| YTD | +8.3% | +20.0% | +13.8% |
| 1 year | +7.1% | +25.7% | +16.6% |
| 3 years · per year | +20.0% | +18.9% | +17.7% |
| 5 years · per year | +3.4% | −3.6% | +5.0% |
| Worst drop · 1Y | −14.9% | −18.0% | −9.4% |
| Volatility · 1Y | 22.1% | 24.6% | 16.4% |
| Holdings | 1,129 | 63 | 1,099 |
| Assets | $1.6B | $36M | $267M |
| Leverage | None | None | None |
| Since | 2010 | 2020 | 2017 |
Highlighted = best in the row. Returns include dividends.