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IHE and XMMO share 3.6% of their holdings.
| Side by side | IHE | XMMO | CVRT |
|---|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Mid cap | Unsorted |
| Expense ratio | 0.37% | 0.34% | 0.69% |
| Cost per year on $10k | $37 | $34 | $69 |
| Trailing 12-mo yield | 1.34% | 0.70% | 1.61% |
| Income per year on $10k | $134 | $70 | $161 |
| YTD | +26.8% | +1.3% | +17.2% |
| 1 year | +45.9% | +2.2% | +17.7% |
| 3 years · per year | +24.4% | +23.1% | +24.9% |
| 5 years · per year | +13.3% | +10.2% | — |
| Worst drop · 1Y | −9.7% | −22.3% | −19.7% |
| Volatility · 1Y | 18.7% | 22.9% | 24.7% |
| Holdings | 53 | 77 | 63 |
| Assets | $1.6B | $6.7B | $38M |
| Leverage | None | None | None |
| Since | 2006 | 2005 | 2023 |
Highlighted = best in the row. Returns include dividends.