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PPH and JDVL share 5.2% of their holdings.
| Side by side | PPH | JDVL | IWP |
|---|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Value | US Stock Styles · Mid cap |
| Expense ratio | 0.36% | 0.56% | 0.23% |
| Cost per year on $10k | $36 | $56 | $23 |
| Trailing 12-mo yield | 1.83% | 1.44% | 0.39% |
| Income per year on $10k | $183 | $144 | $39 |
| YTD | +15.3% | +18.4% | −0.2% |
| 1 year | +30.5% | +21.7% | −4.9% |
| 3 years · per year | +16.8% | — | +15.8% |
| 5 years · per year | +11.7% | — | +3.1% |
| Worst drop · 1Y | −10.8% | −9.2% | −13.9% |
| Volatility · 1Y | 18.4% | 14.1% | 18.5% |
| Holdings | 26 | 40 | 272 |
| Assets | $1.0B | $1.0B | $19.2B |
| Leverage | None | None | None |
| Since | 2011 | 2025 | 2001 |
Highlighted = best in the row. Returns include dividends.