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IHE and GFLW share 7.6% of their holdings.
| Side by side | IHE | GFLW | FNDA | PBE |
|---|---|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Growth | US Stock Styles · Large cap | Sectors · Technology |
| Expense ratio | 0.37% | 0.50% | 0.25% | 0.59% |
| Cost per year on $10k | $37 | $50 | $25 | $59 |
| Trailing 12-mo yield | 1.34% | 0.35% | 1.21% | 1.29% |
| Income per year on $10k | $134 | $35 | $121 | $129 |
| YTD | +26.8% | +15.6% | +16.6% | +27.3% |
| 1 year | +45.9% | +10.7% | +18.0% | +42.3% |
| 3 years · per year | +24.4% | — | +18.2% | +24.1% |
| 5 years · per year | +13.3% | — | +7.3% | +7.1% |
| Worst drop · 1Y | −9.7% | −14.4% | −9.4% | −11.7% |
| Volatility · 1Y | 18.7% | 21.9% | 15.6% | 19.9% |
| Holdings | 53 | 0 | 912 | 31 |
| Assets | $1.6B | $1.2B | $8.9B | $443M |
| Leverage | None | None | None | None |
| Since | 2006 | 2024 | 2013 | 2005 |
Highlighted = best in the row. Returns include dividends.