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HEAL and ABLS share 6.8% of their holdings.
| Side by side | FESM | SGRT | HEAL | ABLS |
|---|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Growth | Unsorted | US Stock Styles · Small cap |
| Expense ratio | 0.28% | 0.59% | 0.50% | 0.59% |
| Cost per year on $10k | $28 | $59 | $50 | $59 |
| Trailing 12-mo yield | 0.85% | 0.12% | 0.23% | 12.58% |
| Income per year on $10k | $85 | $12 | $23 | $1,258 |
| YTD | +23.3% | +31.8% | +7.8% | +14.1% |
| 1 year | +23.9% | +27.3% | −3.7% | +11.1% |
| 3 years · per year | — | — | +7.6% | — |
| 5 years · per year | — | — | −10.4% | — |
| Worst drop · 1Y | −10.2% | −25.0% | −29.2% | −14.9% |
| Volatility · 1Y | 17.9% | 39.2% | 23.2% | 18.4% |
| Holdings | 632 | 0 | 39 | 0 |
| Assets | $6.4B | $69M | $35M | $0M |
| Leverage | None | None | None | None |
| Since | 2007 | 2025 | 2020 | 2025 |
Highlighted = best in the row. Returns include dividends.