Loading…
IHI and GDOC share 10.5% of their holdings.
| Side by side | IHI | FFLS | GDOC |
|---|---|---|---|
| Strategy | Sectors · Health care | Unsorted | Commodities · Gold |
| Expense ratio | 0.37% | 2.05% | 0.75% |
| Cost per year on $10k | $37 | $205 | $75 |
| Trailing 12-mo yield | 0.47% | 6.55% | 0.29% |
| Income per year on $10k | $47 | $655 | $29 |
| YTD | −10.1% | +0.4% | +9.9% |
| 1 year | −9.6% | −0.8% | +13.9% |
| 3 years · per year | +6.9% | +10.2% | +10.4% |
| 5 years · per year | −2.5% | — | — |
| Worst drop · 1Y | −26.1% | −9.6% | −15.7% |
| Volatility · 1Y | 20.6% | 10.9% | 16.5% |
| Holdings | 49 | 55 | 40 |
| Assets | $3.7B | $45M | $20M |
| Leverage | None | None | None |
| Since | 2006 | 2023 | 2021 |
Highlighted = best in the row. Returns include dividends.