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XSMO and PSCH share 20.7% of their holdings.
| Side by side | XSMO | HELX | PSCH |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | Sectors · Health care | Sectors · Health care |
| Expense ratio | 0.35% | 0.50% | 0.29% |
| Cost per year on $10k | $35 | $50 | $29 |
| Trailing 12-mo yield | 0.62% | 0.31% | 0.00% |
| Income per year on $10k | $62 | $31 | $0 |
| YTD | +15.2% | +26.7% | +28.2% |
| 1 year | +12.9% | +34.8% | +32.2% |
| 3 years · per year | +22.3% | +19.9% | +16.4% |
| 5 years · per year | +9.2% | −2.3% | −1.1% |
| Worst drop · 1Y | −16.0% | −18.0% | −15.4% |
| Volatility · 1Y | 19.7% | 24.3% | 19.5% |
| Holdings | 114 | 63 | 70 |
| Assets | $2.9B | $36M | $182M |
| Leverage | None | None | None |
| Since | 2005 | 2020 | 2010 |
Highlighted = best in the row. Returns include dividends.