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XLV and VHT share 85.3% of their holdings.
| Side by side | PJP | XLV | VHT |
|---|---|---|---|
| Strategy | Sectors · Health care | Sectors · Health care | Sectors · Health care |
| Expense ratio | 0.58% | 0.08% | 0.09% |
| Cost per year on $10k | $58 | $8 | $9 |
| Trailing 12-mo yield | 0.88% | 1.39% | 1.35% |
| Income per year on $10k | $88 | $139 | $135 |
| YTD | +24.3% | +20.4% | +20.0% |
| 1 year | +36.9% | +28.6% | +27.8% |
| 3 years · per year | +23.6% | +14.9% | +15.6% |
| 5 years · per year | +11.6% | +8.8% | +7.7% |
| Worst drop · 1Y | −9.4% | −10.5% | −10.4% |
| Volatility · 1Y | 17.5% | 16.4% | 15.8% |
| Holdings | 28 | 61 | 411 |
| Assets | $573M | $48.5B | $21.8B |
| Leverage | None | None | None |
| Since | 2005 | 1998 | 2004 |
Highlighted = best in the row. Returns include dividends.