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KBWB and IAT share 41.7% of their holdings.
| Side by side | KBWB | IAT |
|---|---|---|
| Strategy | Sectors · Financials | Sectors · Financials |
| Expense ratio | 0.35% | 0.37% |
| Cost per year on $10k | $35 | $37 |
| Trailing 12-mo yield | 2.08% | 2.69% |
| Income per year on $10k | $208 | $269 |
| YTD | +8.1% | +12.4% |
| 1 year | +19.5% | +27.0% |
| 3 years · per year | +37.0% | +28.0% |
| 5 years · per year | +7.1% | +1.6% |
| Worst drop · 1Y | −16.4% | −17.5% |
| Volatility · 1Y | 20.0% | 20.6% |
| Holdings | 26 | 30 |
| Assets | $6.8B | $646M |
| Leverage | None | None |
| Since | 2011 | 2006 |
Highlighted = best in the row. Returns include dividends.