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JGRW and KAT share 19.0% of their holdings.
| Side by side | IMCB | KBWP | JGRW | KAT |
|---|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Sectors · Financials | US Stock Styles · Growth | Unsorted |
| Expense ratio | 0.04% | 0.35% | 0.57% | 0.75% |
| Cost per year on $10k | $4 | $35 | $57 | $75 |
| Trailing 12-mo yield | 1.22% | 1.73% | 0.38% | 0.51% |
| Income per year on $10k | $122 | $173 | $38 | $51 |
| YTD | +19.6% | +12.7% | +6.7% | +7.4% |
| 1 year | +21.1% | +23.9% | +6.7% | — |
| 3 years · per year | +21.7% | +19.8% | — | — |
| 5 years · per year | +8.3% | +14.0% | — | — |
| Worst drop · 1Y | −8.1% | −12.0% | −14.1% | — |
| Volatility · 1Y | 12.8% | 18.1% | 12.7% | — |
| Holdings | 394 | 25 | 0 | 38 |
| Assets | $1.8B | $309M | $62M | $666M |
| Leverage | None | None | None | None |
| Since | 2004 | 2010 | 2024 | 2011 |
Highlighted = best in the row. Returns include dividends.