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KBWB and DFNL share 36.1% of their holdings.
| Side by side | KBWB | DFNL |
|---|---|---|
| Strategy | Sectors · Financials | Sectors · Financials |
| Expense ratio | 0.35% | 0.61% |
| Cost per year on $10k | $35 | $61 |
| Trailing 12-mo yield | 2.08% | 1.30% |
| Income per year on $10k | $208 | $130 |
| YTD | +8.1% | +5.0% |
| 1 year | +19.5% | +15.7% |
| 3 years · per year | +37.0% | +28.0% |
| 5 years · per year | +7.1% | +11.6% |
| Worst drop · 1Y | −16.4% | −12.9% |
| Volatility · 1Y | 20.0% | 14.7% |
| Holdings | 26 | 30 |
| Assets | $6.8B | $448M |
| Leverage | None | None |
| Since | 2011 | 2017 |
Highlighted = best in the row. Returns include dividends.