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PPH and DIVY share 7.9% of their holdings.
| Side by side | PPH | RODM | GSKH | DIVY |
|---|---|---|---|---|
| Strategy | Sectors · Health care | International · Developed | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.36% | 0.29% | 0.17% | 0.45% |
| Cost per year on $10k | $36 | $29 | $17 | $45 |
| Trailing 12-mo yield | 1.79% | 2.76% | 3.01% | 2.79% |
| Income per year on $10k | $179 | $276 | $301 | $279 |
| YTD | +17.6% | +15.4% | +2.9% | +22.8% |
| 1 year | +31.7% | +21.1% | +5.2% | +27.3% |
| 3 years · per year | +18.2% | +24.1% | — | +14.4% |
| 5 years · per year | +12.0% | +10.6% | — | +8.9% |
| Worst drop · 1Y | −10.8% | −7.1% | −21.1% | −9.1% |
| Volatility · 1Y | 18.4% | 11.1% | 25.1% | 13.4% |
| Holdings | 26 | 346 | 0 | 10 |
| Assets | $1.1B | $1.7B | $1M | $28M |
| Leverage | None | None | None | None |
| Since | 2011 | 2015 | 2025 | 2020 |
Highlighted = best in the row. Returns include dividends.