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BBH and XLV share 13.9% of their holdings.
| Side by side | BBH | XLV |
|---|---|---|
| Strategy | Sectors · Health care | Sectors · Health care |
| Expense ratio | 0.35% | 0.08% |
| Cost per year on $10k | $35 | $8 |
| Trailing 12-mo yield | 0.37% | 1.39% |
| Income per year on $10k | $37 | $139 |
| YTD | +35.7% | +20.4% |
| 1 year | +45.3% | +28.6% |
| 3 years · per year | +20.1% | +14.9% |
| 5 years · per year | +5.9% | +8.8% |
| Worst drop · 1Y | −10.5% | −10.5% |
| Volatility · 1Y | 22.3% | 16.4% |
| Holdings | 25 | 61 |
| Assets | $516M | $48.5B |
| Leverage | None | None |
| Since | 2011 | 1998 |
Highlighted = best in the row. Returns include dividends.