Expense ratioPer year
Cost per year on $10kCheapest: KBWP
EQTY$99
KBWP$35
KBWP is cheapest at $35 a yearOpen the cost rows →
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15 rows · best in each row highlighted
| Fund | EQTYKovitz Core Equity ETF | KBWPInvesco KBW Property & Casualty Insurance ETF |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Sectors · Financials |
| Cost | ||
| Expense ratio | 0.99% | 0.35% |
| Cost per year on $10k | $99 | $35 |
| Income | ||
| Trailing 12-mo yield | 0.02% | 1.73% |
| Income per year on $10k | $2 | $173 |
| Returns | ||
| YTD | +10.0% | +12.7% |
| 1 year | +15.1% | +23.9% |
| 3 years · per year | +20.1% | +19.8% |
| 5 years · per year | — | +14.0% |
| Risk | ||
| Worst drop · 1Y | −11.9% | −12.0% |
| Volatility · 1Y | 12.8% | 18.1% |
| Fund facts | ||
| Holdings | 0 | 25 |
| Assets | $1.4B | $309M |
| Leverage | None | None |
| Since | 2011 | 2010 |
Share of the portfolio held in common
EQTY and KBWP share 4.6% of their holdings.
0%60%