Loading…
HEAL and WDNA share 4.6% of their holdings.
| Side by side | HEAL | WDNA |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.50% | 0.45% |
| Cost per year on $10k | $50 | $45 |
| Trailing 12-mo yield | 0.23% | 3.26% |
| Income per year on $10k | $23 | $326 |
| YTD | +5.2% | +39.9% |
| 1 year | −3.8% | +45.7% |
| 3 years · per year | +8.0% | +22.2% |
| 5 years · per year | −10.9% | −0.2% |
| Worst drop · 1Y | −27.5% | −11.7% |
| Volatility · 1Y | 23.3% | 28.4% |
| Holdings | 39 | 99 |
| Assets | $35M | $5M |
| Leverage | None | None |
| Since | 2020 | 2021 |
Highlighted = best in the row. Returns include dividends.