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EKG and HEAL share 45.9% of their holdings.
| Side by side | EKG | OAKL | HEAL | DIVE |
|---|---|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Large cap | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.65% | 0.64% | 0.50% | 0.65% |
| Cost per year on $10k | $65 | $64 | $50 | $65 |
| Trailing 12-mo yield | 0.00% | 0.00% | 0.23% | 1.26% |
| Income per year on $10k | $0 | $0 | $23 | $126 |
| YTD | +31.6% | — | +7.8% | +11.9% |
| 1 year | +35.9% | — | −3.7% | +13.8% |
| 3 years · per year | +24.3% | — | +7.6% | — |
| 5 years · per year | — | — | −10.4% | — |
| Worst drop · 1Y | −22.1% | — | −29.2% | −11.5% |
| Volatility · 1Y | 24.4% | — | 23.2% | 12.7% |
| Holdings | 51 | 0 | 39 | 0 |
| Assets | $10M | $334M | $35M | $48M |
| Leverage | None | None | None | None |
| Since | 2022 | 2026 | 2020 | 2025 |
Highlighted = best in the row. Returns include dividends.