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PPH and IHE share 47.0% of their holdings.
| Side by side | RDIV | PPH | IHE | FDL |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Health care | Sectors · Health care | Income · Dividend stocks |
| Expense ratio | 0.39% | 0.36% | 0.37% | 0.43% |
| Cost per year on $10k | $39 | $36 | $37 | $43 |
| Trailing 12-mo yield | 3.53% | 1.83% | 1.34% | 3.64% |
| Income per year on $10k | $353 | $183 | $134 | $364 |
| YTD | +19.1% | +15.3% | +26.8% | +23.5% |
| 1 year | +19.0% | +30.5% | +45.9% | +28.3% |
| 3 years · per year | +24.2% | +16.8% | +24.4% | +23.3% |
| 5 years · per year | +12.6% | +11.7% | +13.3% | +14.6% |
| Worst drop · 1Y | −10.7% | −10.8% | −9.7% | −7.2% |
| Volatility · 1Y | 13.2% | 18.4% | 18.7% | 12.4% |
| Holdings | 61 | 26 | 53 | 100 |
| Assets | $1.7B | $1.0B | $1.6B | $8.1B |
| Leverage | None | None | None | None |
| Since | 2013 | 2011 | 2006 | 2006 |
Highlighted = best in the row. Returns include dividends.