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FBT and FXH share 21.5% of their holdings.
| Side by side | FBT | FXH | JSMD |
|---|---|---|---|
| Strategy | Sectors · Technology | Sectors · Health care | US Stock Styles · Mid cap |
| Expense ratio | 0.55% | 0.61% | 0.30% |
| Cost per year on $10k | $55 | $61 | $30 |
| Trailing 12-mo yield | 0.00% | 0.53% | 0.38% |
| Income per year on $10k | $0 | $53 | $38 |
| YTD | +32.6% | +21.6% | +8.2% |
| 1 year | +45.2% | +25.8% | +5.7% |
| 3 years · per year | +26.6% | +15.3% | +18.0% |
| 5 years · per year | +10.8% | +3.3% | +6.0% |
| Worst drop · 1Y | −14.3% | −12.2% | −14.9% |
| Volatility · 1Y | 22.0% | 16.0% | 22.2% |
| Holdings | 30 | 72 | 122 |
| Assets | $3.1B | $1.2B | $1.1B |
| Leverage | None | None | None |
| Since | 2006 | 2007 | 2016 |
Highlighted = best in the row. Returns include dividends.