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QLTY and EQTY share 22.3% of their holdings.
| Side by side | QLTY | XLV | EQTY |
|---|---|---|---|
| Strategy | US Stock Styles · Factor | Sectors · Health care | US Stock Styles · Large cap |
| Expense ratio | 0.50% | 0.08% | 0.99% |
| Cost per year on $10k | $50 | $8 | $99 |
| Trailing 12-mo yield | 0.64% | 1.39% | 0.02% |
| Income per year on $10k | $64 | $139 | $2 |
| YTD | +15.2% | +20.4% | +10.9% |
| 1 year | +17.2% | +28.6% | +13.2% |
| 3 years · per year | — | +14.9% | +19.2% |
| 5 years · per year | — | +8.8% | — |
| Worst drop · 1Y | −11.7% | −10.5% | −11.9% |
| Volatility · 1Y | 12.3% | 16.4% | 12.9% |
| Holdings | 0 | 61 | 0 |
| Assets | $5.5B | $48.5B | $1.4B |
| Leverage | None | None | None |
| Since | 2023 | 1998 | 2011 |
Highlighted = best in the row. Returns include dividends.