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IHE and QFHD share 12.0% of their holdings.
| Side by side | MOO | IHE | PAWZ | QFHD |
|---|---|---|---|---|
| Strategy | Unsorted | Sectors · Health care | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.56% | 0.37% | 0.50% | 0.49% |
| Cost per year on $10k | $56 | $37 | $50 | $49 |
| Trailing 12-mo yield | 2.23% | 1.34% | 0.70% | 1.90% |
| Income per year on $10k | $223 | $134 | $70 | $190 |
| YTD | +10.9% | +26.8% | −4.7% | — |
| 1 year | +12.4% | +45.9% | −6.6% | — |
| 3 years · per year | +6.5% | +24.4% | +7.3% | — |
| 5 years · per year | −0.9% | +13.3% | −8.1% | — |
| Worst drop · 1Y | −11.2% | −9.7% | −19.6% | — |
| Volatility · 1Y | 14.8% | 18.7% | 17.4% | — |
| Holdings | 57 | 53 | 29 | 102 |
| Assets | $1.1B | $1.6B | $32M | $1M |
| Leverage | None | None | None | None |
| Since | 2007 | 2006 | 2018 | 2026 |
Highlighted = best in the row. Returns include dividends.