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PPH and OZEM share 29.9% of their holdings.
| Side by side | PPH | NVOH | OZEM |
|---|---|---|---|
| Strategy | Sectors · Health care | Unsorted | Unsorted |
| Expense ratio | 0.36% | 0.19% | 0.59% |
| Cost per year on $10k | $36 | $19 | $59 |
| Trailing 12-mo yield | 1.79% | 6.84% | 1.34% |
| Income per year on $10k | $179 | $684 | $134 |
| YTD | +17.6% | −13.0% | −10.5% |
| 1 year | +31.7% | −12.0% | +9.9% |
| 3 years · per year | +18.2% | — | — |
| 5 years · per year | +12.0% | — | — |
| Worst drop · 1Y | −10.8% | −40.9% | −22.4% |
| Volatility · 1Y | 18.4% | 44.7% | 23.1% |
| Holdings | 26 | 0 | 29 |
| Assets | $1.1B | $4M | $56M |
| Leverage | None | None | None |
| Since | 2011 | 2025 | 2024 |
Highlighted = best in the row. Returns include dividends.