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IHE and DON share 1.5% of their holdings.
| Side by side | IHE | DON |
|---|---|---|
| Strategy | Sectors · Health care | Income · Dividend stocks |
| Expense ratio | 0.37% | 0.38% |
| Cost per year on $10k | $37 | $38 |
| Trailing 12-mo yield | 1.34% | 1.89% |
| Income per year on $10k | $134 | $189 |
| YTD | +27.2% | +14.0% |
| 1 year | +44.3% | +16.7% |
| 3 years · per year | +25.6% | +16.2% |
| 5 years · per year | +13.3% | +8.1% |
| Worst drop · 1Y | −9.7% | −9.0% |
| Volatility · 1Y | 18.6% | 11.9% |
| Holdings | 53 | 333 |
| Assets | $1.6B | $4.0B |
| Leverage | None | None |
| Since | 2006 | 2006 |
Highlighted = best in the row. Returns include dividends.