Loading…
SOVF and XHS share 4.7% of their holdings.
| Side by side | SOVF | XHS |
|---|---|---|
| Strategy | Unsorted | Sectors · Health care |
| Expense ratio | 0.75% | 0.35% |
| Cost per year on $10k | $75 | $35 |
| Trailing 12-mo yield | 0.71% | 0.15% |
| Income per year on $10k | $71 | $15 |
| YTD | +9.1% | +35.2% |
| 1 year | +6.5% | +37.6% |
| 3 years · per year | +9.9% | +21.7% |
| 5 years · per year | — | +6.7% |
| Worst drop · 1Y | −13.8% | −12.0% |
| Volatility · 1Y | 14.6% | 17.6% |
| Holdings | 0 | 61 |
| Assets | $90M | $234M |
| Leverage | None | None |
| Since | 2023 | 2011 |
Highlighted = best in the row. Returns include dividends.