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NBSM and XHE share 5.6% of their holdings.
| Side by side | AVSC | NBSM | XHE |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Mid cap | Sectors · Health care |
| Expense ratio | 0.25% | 0.75% | 0.35% |
| Cost per year on $10k | $25 | $75 | $35 |
| Trailing 12-mo yield | 0.97% | 0.35% | 0.02% |
| Income per year on $10k | $97 | $35 | $2 |
| YTD | +23.6% | +14.8% | +7.7% |
| 1 year | +25.0% | +14.3% | +17.1% |
| 3 years · per year | +21.3% | — | +10.5% |
| 5 years · per year | — | — | −5.5% |
| Worst drop · 1Y | −8.1% | −10.1% | −18.3% |
| Volatility · 1Y | 15.6% | 14.3% | 22.7% |
| Holdings | 1,545 | 67 | 73 |
| Assets | $3.2B | $112M | $157M |
| Leverage | None | None | None |
| Since | 2022 | 2024 | 2011 |
Highlighted = best in the row. Returns include dividends.