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IHF and CAMX share 10.2% of their holdings.
| Side by side | IHF | CAMX |
|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Value |
| Expense ratio | 0.37% | 0.59% |
| Cost per year on $10k | $37 | $59 |
| Trailing 12-mo yield | 0.91% | 1.37% |
| Income per year on $10k | $91 | $137 |
| YTD | +26.3% | +10.8% |
| 1 year | +18.9% | +13.0% |
| 3 years · per year | +7.5% | +14.9% |
| 5 years · per year | +2.7% | — |
| Worst drop · 1Y | −19.3% | −11.8% |
| Volatility · 1Y | 20.4% | 14.4% |
| Holdings | 61 | 10 |
| Assets | $1.5B | $67M |
| Leverage | None | None |
| Since | 2006 | 2023 |
Highlighted = best in the row. Returns include dividends.