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XLV and IYH share 91.4% of their holdings.
| Side by side | XLV | IYH | EQTY |
|---|---|---|---|
| Strategy | Sectors · Health care | Sectors · Health care | US Stock Styles · Large cap |
| Expense ratio | 0.08% | 0.37% | 0.99% |
| Cost per year on $10k | $8 | $37 | $99 |
| Trailing 12-mo yield | 1.38% | 1.03% | 0.02% |
| Income per year on $10k | $138 | $103 | $2 |
| YTD | +20.7% | +20.2% | +10.0% |
| 1 year | +30.1% | +29.2% | +15.1% |
| 3 years · per year | +15.7% | +15.4% | +20.1% |
| 5 years · per year | +8.7% | +7.6% | — |
| Worst drop · 1Y | −10.5% | −10.6% | −11.9% |
| Volatility · 1Y | 16.4% | 16.4% | 12.8% |
| Holdings | 61 | 100 | 0 |
| Assets | $48.5B | $4.7B | $1.4B |
| Leverage | None | None | None |
| Since | 1998 | 2000 | 2011 |
Highlighted = best in the row. Returns include dividends.