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HRTS and HELX share 12.9% of their holdings.
| Side by side | HRTS | HELX |
|---|---|---|
| Strategy | Unsorted | Sectors · Health care |
| Expense ratio | 0.99% | 0.50% |
| Cost per year on $10k | $99 | $50 |
| Trailing 12-mo yield | 1.23% | 0.31% |
| Income per year on $10k | $123 | $31 |
| YTD | +9.2% | +26.7% |
| 1 year | +20.0% | +34.8% |
| 3 years · per year | — | +19.9% |
| 5 years · per year | — | −2.3% |
| Worst drop · 1Y | −11.0% | −18.0% |
| Volatility · 1Y | 16.6% | 24.3% |
| Holdings | 47 | 63 |
| Assets | $56M | $36M |
| Leverage | None | None |
| Since | 2023 | 2020 |
Highlighted = best in the row. Returns include dividends.