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IHE and DFSV share 1.3% of their holdings.
| Side by side | IHE | DFSV |
|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Small cap |
| Expense ratio | 0.37% | 0.31% |
| Cost per year on $10k | $37 | $31 |
| Trailing 12-mo yield | 1.34% | 1.37% |
| Income per year on $10k | $134 | $137 |
| YTD | +27.2% | +22.1% |
| 1 year | +44.3% | +29.0% |
| 3 years · per year | +25.6% | +20.2% |
| 5 years · per year | +13.3% | — |
| Worst drop · 1Y | −9.7% | −9.4% |
| Volatility · 1Y | 18.6% | 14.7% |
| Holdings | 53 | 1,015 |
| Assets | $1.6B | $28.0B |
| Leverage | None | None |
| Since | 2006 | 1993 |
Highlighted = best in the row. Returns include dividends.