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OAKL and HEAL share 5.9% of their holdings.
| Side by side | OAKL | HEAL |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted |
| Expense ratio | 0.64% | 0.50% |
| Cost per year on $10k | $64 | $50 |
| Trailing 12-mo yield | 0.00% | 0.23% |
| Income per year on $10k | $0 | $23 |
| YTD | — | +5.2% |
| 1 year | — | −3.8% |
| 3 years · per year | — | +8.0% |
| 5 years · per year | — | −10.9% |
| Worst drop · 1Y | — | −27.5% |
| Volatility · 1Y | — | 23.3% |
| Holdings | 0 | 39 |
| Assets | $337M | $35M |
| Leverage | None | None |
| Since | 2026 | 2020 |
Highlighted = best in the row. Returns include dividends.