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XLV and VHT share 85.2% of their holdings.
| Side by side | XPH | XLV | VHT |
|---|---|---|---|
| Strategy | Sectors · Health care | Sectors · Health care | Sectors · Health care |
| Expense ratio | 0.35% | 0.08% | 0.09% |
| Cost per year on $10k | $35 | $8 | $9 |
| Trailing 12-mo yield | 0.43% | 1.38% | 1.35% |
| Income per year on $10k | $43 | $138 | $135 |
| YTD | +13.9% | +20.7% | +19.8% |
| 1 year | +29.6% | +30.1% | +28.5% |
| 3 years · per year | +22.3% | +15.7% | +16.3% |
| 5 years · per year | +7.1% | +8.7% | +7.6% |
| Worst drop · 1Y | −16.5% | −10.5% | −10.4% |
| Volatility · 1Y | 23.6% | 16.4% | 15.8% |
| Holdings | 62 | 61 | 411 |
| Assets | $454M | $48.5B | $21.8B |
| Leverage | None | None | None |
| Since | 2006 | 1998 | 2004 |
Highlighted = best in the row. Returns include dividends.