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FVD and KBWP share 6.7% of their holdings.
| Side by side | EQTY | FVD | KBWP |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Dividend stocks | Sectors · Financials |
| Expense ratio | 0.99% | 0.62% | 0.35% |
| Cost per year on $10k | $99 | $62 | $35 |
| Trailing 12-mo yield | 0.02% | 2.22% | 1.78% |
| Income per year on $10k | $2 | $222 | $178 |
| YTD | +10.9% | +11.5% | +9.5% |
| 1 year | +13.2% | +13.1% | +21.4% |
| 3 years · per year | +19.2% | +14.0% | +18.8% |
| 5 years · per year | — | +6.5% | +13.7% |
| Worst drop · 1Y | −11.9% | −7.6% | −12.0% |
| Volatility · 1Y | 12.9% | 10.5% | 18.0% |
| Holdings | 0 | 241 | 25 |
| Assets | $1.4B | $7.9B | $294M |
| Leverage | None | None | None |
| Since | 2011 | 2003 | 2010 |
Highlighted = best in the row. Returns include dividends.