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PPH and WCMI share 5.5% of their holdings.
| Side by side | PPH | WCMI | EIS |
|---|---|---|---|
| Strategy | Sectors · Health care | International · Ex-US broad | International · Region & country |
| Expense ratio | 0.36% | 0.85% | 0.59% |
| Cost per year on $10k | $36 | $85 | $59 |
| Trailing 12-mo yield | 1.83% | 0.56% | 1.57% |
| Income per year on $10k | $183 | $56 | $157 |
| YTD | +15.3% | +9.8% | +8.5% |
| 1 year | +30.5% | +10.5% | +19.0% |
| 3 years · per year | +16.8% | — | +39.1% |
| 5 years · per year | +11.7% | — | +11.1% |
| Worst drop · 1Y | −10.8% | −12.5% | −15.4% |
| Volatility · 1Y | 18.4% | 20.3% | 23.6% |
| Holdings | 26 | 42 | 124 |
| Assets | $1.0B | $2.1B | $861M |
| Leverage | None | None | None |
| Since | 2011 | 2020 | 2008 |
Highlighted = best in the row. Returns include dividends.