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IHE and PPH share 47.1% of their holdings.
| Side by side | IHE | PPH | XLV |
|---|---|---|---|
| Strategy | Sectors · Health care | Sectors · Health care | Sectors · Health care |
| Expense ratio | 0.37% | 0.36% | 0.08% |
| Cost per year on $10k | $37 | $36 | $8 |
| Trailing 12-mo yield | 1.34% | 1.83% | 1.39% |
| Income per year on $10k | $134 | $183 | $139 |
| YTD | +26.8% | +15.3% | +20.4% |
| 1 year | +45.9% | +30.5% | +28.6% |
| 3 years · per year | +24.4% | +16.8% | +14.9% |
| 5 years · per year | +13.3% | +11.7% | +8.8% |
| Worst drop · 1Y | −9.7% | −10.8% | −10.5% |
| Volatility · 1Y | 18.7% | 18.4% | 16.4% |
| Holdings | 53 | 26 | 61 |
| Assets | $1.6B | $1.0B | $48.5B |
| Leverage | None | None | None |
| Since | 2006 | 2011 | 1998 |
Highlighted = best in the row. Returns include dividends.