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HELX and DWAS share 7.7% of their holdings.
| Side by side | HELX | DWAS |
|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Small cap |
| Expense ratio | 0.50% | 0.60% |
| Cost per year on $10k | $50 | $60 |
| Trailing 12-mo yield | 0.31% | 0.03% |
| Income per year on $10k | $31 | $3 |
| YTD | +26.7% | +11.1% |
| 1 year | +34.8% | +13.5% |
| 3 years · per year | +19.9% | +16.2% |
| 5 years · per year | −2.3% | +3.8% |
| Worst drop · 1Y | −18.0% | −20.7% |
| Volatility · 1Y | 24.3% | 25.7% |
| Holdings | 63 | 202 |
| Assets | $36M | $399M |
| Leverage | None | None |
| Since | 2020 | 2012 |
Highlighted = best in the row. Returns include dividends.