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| Side by side | KBWD |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 5.39% |
| Cost per year on $10k | $539 |
| Trailing 12-mo yield | 15.80% |
| Income per year on $10k | $1,580 |
| YTD | −12.9% |
| 1 year | −11.2% |
| 3 years · per year | +4.9% |
| 5 years · per year | −2.1% |
| Worst drop · 1Y | −24.4% |
| Volatility · 1Y | 17.1% |
| Holdings | 37 |
| Assets | $334M |
| Leverage | None |
| Since | 2010 |
Highlighted = best in the row. Returns include dividends.