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IAI and KBWB share 14.9% of their holdings.
| Side by side | IAI | KBWB |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Sectors · Financials |
| Expense ratio | 0.37% | 0.35% |
| Cost per year on $10k | $37 | $35 |
| Trailing 12-mo yield | 1.18% | 2.08% |
| Income per year on $10k | $118 | $208 |
| YTD | +1.2% | +8.1% |
| 1 year | +4.7% | +19.5% |
| 3 years · per year | +28.9% | +37.0% |
| 5 years · per year | +11.2% | +7.1% |
| Worst drop · 1Y | −16.5% | −16.4% |
| Volatility · 1Y | 20.5% | 20.0% |
| Holdings | 35 | 26 |
| Assets | $1.3B | $6.8B |
| Leverage | None | None |
| Since | 2006 | 2011 |
Highlighted = best in the row. Returns include dividends.