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IHE and GFLW share 8.0% of their holdings.
| Side by side | IHE | GFLW | FNDA |
|---|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Growth | US Stock Styles · Large cap |
| Expense ratio | 0.37% | 0.42% | 0.25% |
| Cost per year on $10k | $37 | $42 | $25 |
| Trailing 12-mo yield | 1.34% | 0.36% | 1.22% |
| Income per year on $10k | $134 | $36 | $122 |
| YTD | +27.2% | +10.8% | +16.3% |
| 1 year | +44.3% | +7.6% | +20.4% |
| 3 years · per year | +25.6% | — | +18.5% |
| 5 years · per year | +13.3% | — | +7.0% |
| Worst drop · 1Y | −9.7% | −14.0% | −9.4% |
| Volatility · 1Y | 18.6% | 22.1% | 15.6% |
| Holdings | 53 | 0 | 912 |
| Assets | $1.6B | $1.1B | $8.9B |
| Leverage | None | None | None |
| Since | 2006 | 2024 | 2013 |
Highlighted = best in the row. Returns include dividends.