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PPH and DIVY share 8.0% of their holdings.
| Side by side | PPH | RODM | GSKH | DIVY |
|---|---|---|---|---|
| Strategy | Sectors · Health care | International · Developed | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.36% | 0.29% | 0.17% | 0.45% |
| Cost per year on $10k | $36 | $29 | $17 | $45 |
| Trailing 12-mo yield | 1.83% | 2.75% | 3.04% | 2.82% |
| Income per year on $10k | $183 | $275 | $304 | $282 |
| YTD | +15.3% | +15.9% | +2.1% | +21.2% |
| 1 year | +30.5% | +20.7% | +13.2% | +24.3% |
| 3 years · per year | +16.8% | +24.0% | — | +13.6% |
| 5 years · per year | +11.7% | +10.8% | — | +8.7% |
| Worst drop · 1Y | −10.8% | −7.1% | −21.1% | −9.1% |
| Volatility · 1Y | 18.4% | 11.1% | 25.7% | 13.4% |
| Holdings | 26 | 346 | 0 | 10 |
| Assets | $1.0B | $1.7B | $1M | $28M |
| Leverage | None | None | None | None |
| Since | 2011 | 2015 | 2025 | 2020 |
Highlighted = best in the row. Returns include dividends.