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WBIF and KCE share 5.0% of their holdings.
| Side by side | CGMM | BBHM | WBIF | KCE |
|---|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap | US Stock Styles · Value | Sectors · Financials |
| Expense ratio | 0.51% | 0.81% | 1.64% | 0.35% |
| Cost per year on $10k | $51 | $81 | $164 | $35 |
| Trailing 12-mo yield | 0.39% | 0.00% | 0.00% | 1.71% |
| Income per year on $10k | $39 | $0 | $0 | $171 |
| YTD | +10.6% | +4.9% | +18.6% | +6.2% |
| 1 year | +12.4% | — | +16.8% | +6.4% |
| 3 years · per year | — | — | +12.6% | +26.5% |
| 5 years · per year | — | — | +4.2% | +10.7% |
| Worst drop · 1Y | −10.1% | — | −7.0% | −17.4% |
| Volatility · 1Y | 15.8% | — | 12.2% | 20.9% |
| Holdings | 86 | 0 | 32 | 66 |
| Assets | $3.6B | $368M | $23M | $435M |
| Leverage | None | None | None | None |
| Since | 2025 | 2021 | 2014 | 2005 |
Highlighted = best in the row. Returns include dividends.