Loading…
DFSV and BSMC share 6.4% of their holdings.
| Side by side | IHE | DFSV | TMED | BSMC |
|---|---|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Small cap | Sectors · Health care | US Stock Styles · Mid cap |
| Expense ratio | 0.37% | 0.33% | 0.44% | 0.70% |
| Cost per year on $10k | $37 | $33 | $44 | $70 |
| Trailing 12-mo yield | 1.34% | 1.37% | 0.47% | 0.95% |
| Income per year on $10k | $134 | $137 | $47 | $95 |
| YTD | +26.8% | +21.8% | +17.2% | +16.2% |
| 1 year | +45.9% | +26.1% | +21.4% | +19.5% |
| 3 years · per year | +24.4% | +20.0% | — | +18.9% |
| 5 years · per year | +13.3% | — | — | — |
| Worst drop · 1Y | −9.7% | −9.4% | −11.1% | −9.0% |
| Volatility · 1Y | 18.7% | 14.7% | 18.6% | 13.8% |
| Holdings | 53 | 1,015 | 0 | 67 |
| Assets | $1.6B | $27.9B | $37M | $176M |
| Leverage | None | None | None | None |
| Since | 2006 | 1993 | 2025 | 2023 |
Highlighted = best in the row. Returns include dividends.