Loading…
XLV and EQTY share 4.8% of their holdings.
| Side by side | XLV | EQTY |
|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Large cap |
| Expense ratio | 0.08% | 0.99% |
| Cost per year on $10k | $8 | $99 |
| Trailing 12-mo yield | 1.38% | 0.02% |
| Income per year on $10k | $138 | $2 |
| YTD | +20.7% | +10.0% |
| 1 year | +30.1% | +15.1% |
| 3 years · per year | +15.7% | +20.1% |
| 5 years · per year | +8.7% | — |
| Worst drop · 1Y | −10.5% | −11.9% |
| Volatility · 1Y | 16.4% | 12.8% |
| Holdings | 61 | 0 |
| Assets | $48.5B | $1.4B |
| Leverage | None | None |
| Since | 1998 | 2011 |
Highlighted = best in the row. Returns include dividends.