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EKG and HEAL share 45.8% of their holdings.
| Side by side | EKG | HEAL | DIVE |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.65% | 0.50% | 0.65% |
| Cost per year on $10k | $65 | $50 | $65 |
| Trailing 12-mo yield | 0.00% | 0.23% | 1.25% |
| Income per year on $10k | $0 | $23 | $125 |
| YTD | +23.5% | +5.2% | +12.8% |
| 1 year | +28.1% | −3.8% | +18.8% |
| 3 years · per year | +24.4% | +8.0% | — |
| 5 years · per year | — | −10.9% | — |
| Worst drop · 1Y | −22.1% | −27.5% | −11.5% |
| Volatility · 1Y | 24.9% | 23.3% | 12.3% |
| Holdings | 51 | 39 | 0 |
| Assets | $10M | $35M | $48M |
| Leverage | None | None | None |
| Since | 2022 | 2020 | 2025 |
Highlighted = best in the row. Returns include dividends.