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HELX and AFSC share 6.4% of their holdings.
| Side by side | HELX | AFSC |
|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Small cap |
| Expense ratio | 0.50% | 1.09% |
| Cost per year on $10k | $50 | $109 |
| Trailing 12-mo yield | 0.31% | 0.06% |
| Income per year on $10k | $31 | $6 |
| YTD | +26.7% | +22.8% |
| 1 year | +34.8% | +22.2% |
| 3 years · per year | +19.9% | — |
| 5 years · per year | −2.3% | — |
| Worst drop · 1Y | −18.0% | −10.3% |
| Volatility · 1Y | 24.3% | 18.5% |
| Holdings | 63 | 0 |
| Assets | $36M | $10M |
| Leverage | None | None |
| Since | 2020 | 1997 |
Highlighted = best in the row. Returns include dividends.