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XLV and IYH share 91.1% of their holdings.
| Side by side | XLV | FTXH | IYH | PBPH |
|---|---|---|---|---|
| Strategy | Sectors · Health care | Sectors · Health care | Sectors · Health care | Sectors · Health care |
| Expense ratio | 0.08% | 0.60% | 0.37% | 0.13% |
| Cost per year on $10k | $8 | $60 | $37 | $13 |
| Trailing 12-mo yield | 1.39% | 0.66% | 1.03% | 0.07% |
| Income per year on $10k | $139 | $66 | $103 | $7 |
| YTD | +20.4% | +33.5% | +20.1% | +21.9% |
| 1 year | +28.6% | +49.6% | +28.1% | — |
| 3 years · per year | +14.9% | +22.2% | +14.6% | — |
| 5 years · per year | +8.8% | +12.4% | +7.7% | — |
| Worst drop · 1Y | −10.5% | −7.5% | −10.6% | — |
| Volatility · 1Y | 16.4% | 17.8% | 16.4% | — |
| Holdings | 61 | 50 | 100 | 0 |
| Assets | $48.5B | $1.2B | $4.6B | $1.1B |
| Leverage | None | None | None | None |
| Since | 1998 | 2016 | 2000 | 2025 |
Highlighted = best in the row. Returns include dividends.