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KBE and DIVY share 2.8% of their holdings.
| Side by side | KBE | DIVY |
|---|---|---|
| Strategy | Sectors · Financials | Income · Dividend stocks |
| Expense ratio | 0.35% | 0.45% |
| Cost per year on $10k | $35 | $45 |
| Trailing 12-mo yield | 2.21% | 2.82% |
| Income per year on $10k | $221 | $282 |
| YTD | +11.4% | +21.2% |
| 1 year | +18.4% | +24.3% |
| 3 years · per year | +27.5% | +13.6% |
| 5 years · per year | +6.2% | +8.7% |
| Worst drop · 1Y | −14.6% | −9.1% |
| Volatility · 1Y | 19.3% | 13.4% |
| Holdings | 107 | 10 |
| Assets | $1.5B | $28M |
| Leverage | None | None |
| Since | 2005 | 2020 |
Highlighted = best in the row. Returns include dividends.