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KBWD and FTHB share 1.7% of their holdings.
| Side by side | KBWD | FTHB |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 5.39% | 0.65% |
| Cost per year on $10k | $539 | $65 |
| Trailing 12-mo yield | 15.90% | 2.80% |
| Income per year on $10k | $1,591 | $280 |
| YTD | −13.5% | — |
| 1 year | −9.6% | — |
| 3 years · per year | +5.3% | — |
| 5 years · per year | −2.3% | — |
| Worst drop · 1Y | −24.4% | — |
| Volatility · 1Y | 17.2% | — |
| Holdings | 37 | 0 |
| Assets | $332M | $14M |
| Leverage | None | None |
| Since | 2010 | 2026 |
Highlighted = best in the row. Returns include dividends.