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HEAL and EKG share 45.8% of their holdings.
| Side by side | HEAL | EKG | NUMG |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Large cap | US Stock Styles · Mid cap |
| Expense ratio | 0.50% | 0.65% | 0.31% |
| Cost per year on $10k | $50 | $65 | $31 |
| Trailing 12-mo yield | 0.23% | 0.00% | 0.01% |
| Income per year on $10k | $23 | $0 | $1 |
| YTD | +7.8% | +31.6% | −3.0% |
| 1 year | −3.7% | +35.9% | −5.2% |
| 3 years · per year | +7.6% | +24.3% | +9.6% |
| 5 years · per year | −10.4% | — | −1.9% |
| Worst drop · 1Y | −29.2% | −22.1% | −19.6% |
| Volatility · 1Y | 23.2% | 24.4% | 19.7% |
| Holdings | 39 | 51 | 46 |
| Assets | $35M | $10M | $326M |
| Leverage | None | None | None |
| Since | 2020 | 2022 | 2016 |
Highlighted = best in the row. Returns include dividends.