Loading…
XSMO and HELX share 2.9% of their holdings.
| Side by side | XSMO | HELX |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Sectors · Health care |
| Expense ratio | 0.35% | 0.50% |
| Cost per year on $10k | $35 | $50 |
| Trailing 12-mo yield | 0.62% | 0.31% |
| Income per year on $10k | $62 | $31 |
| YTD | +15.2% | +26.7% |
| 1 year | +12.9% | +34.8% |
| 3 years · per year | +22.3% | +19.9% |
| 5 years · per year | +9.2% | −2.3% |
| Worst drop · 1Y | −16.0% | −18.0% |
| Volatility · 1Y | 19.7% | 24.3% |
| Holdings | 114 | 63 |
| Assets | $2.9B | $36M |
| Leverage | None | None |
| Since | 2005 | 2020 |
Highlighted = best in the row. Returns include dividends.