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FEGE and IMCV share 10.9% of their holdings.
| Side by side | IHF | FEGE | IMCV | CAMX |
|---|---|---|---|---|
| Strategy | Sectors · Health care | International · Global | US Stock Styles · Mid cap | US Stock Styles · Value |
| Expense ratio | 0.37% | 0.79% | 0.06% | 0.59% |
| Cost per year on $10k | $37 | $79 | $6 | $59 |
| Trailing 12-mo yield | 0.91% | 1.14% | 1.85% | 1.37% |
| Income per year on $10k | $91 | $114 | $185 | $137 |
| YTD | +26.3% | +12.6% | +21.9% | +10.8% |
| 1 year | +18.9% | +17.6% | +26.2% | +13.0% |
| 3 years · per year | +7.5% | — | +21.9% | +14.9% |
| 5 years · per year | +2.7% | — | +10.8% | — |
| Worst drop · 1Y | −19.3% | −11.0% | −6.9% | −11.8% |
| Volatility · 1Y | 20.4% | 13.0% | 11.1% | 14.4% |
| Holdings | 61 | 96 | 268 | 10 |
| Assets | $1.5B | $2.8B | $1.3B | $67M |
| Leverage | None | None | None | None |
| Since | 2006 | 2024 | 2004 | 2023 |
Highlighted = best in the row. Returns include dividends.