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PJP and XPH share 37.0% of their holdings.
| Side by side | BCUS | PJP | ASCE | XPH |
|---|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Sectors · Health care | Unsorted | Sectors · Health care |
| Expense ratio | 0.80% | 0.58% | 0.38% | 0.35% |
| Cost per year on $10k | $80 | $58 | $38 | $35 |
| Trailing 12-mo yield | 0.11% | 0.88% | 0.18% | 0.42% |
| Income per year on $10k | $11 | $88 | $18 | $42 |
| YTD | +2.5% | +24.3% | +23.3% | +16.7% |
| 1 year | +1.5% | +36.9% | +25.1% | +34.0% |
| 3 years · per year | — | +23.6% | — | +22.5% |
| 5 years · per year | — | +11.6% | — | +7.5% |
| Worst drop · 1Y | −15.0% | −9.4% | −9.1% | −16.5% |
| Volatility · 1Y | 18.0% | 17.5% | 19.4% | 23.6% |
| Holdings | 30 | 28 | 54 | 62 |
| Assets | $145M | $573M | $340M | $454M |
| Leverage | None | None | None | None |
| Since | 2023 | 2005 | 2025 | 2006 |
Highlighted = best in the row. Returns include dividends.