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KBWP and KIE share 44.1% of their holdings.
| Side by side | KBWP | FPAG | KIE |
|---|---|---|---|
| Strategy | Sectors · Financials | International · Global | Sectors · Financials |
| Expense ratio | 0.35% | 0.86% | 0.35% |
| Cost per year on $10k | $35 | $86 | $35 |
| Trailing 12-mo yield | 1.78% | 1.29% | 1.56% |
| Income per year on $10k | $178 | $129 | $157 |
| YTD | +9.5% | +13.9% | +6.6% |
| 1 year | +21.4% | +16.4% | +14.5% |
| 3 years · per year | +18.8% | — | +16.1% |
| 5 years · per year | +13.7% | — | +10.9% |
| Worst drop · 1Y | −12.0% | −12.1% | −11.8% |
| Volatility · 1Y | 18.0% | 15.0% | 17.0% |
| Holdings | 25 | 44 | 54 |
| Assets | $294M | $664M | $501M |
| Leverage | None | None | None |
| Since | 2010 | 2024 | 2005 |
Highlighted = best in the row. Returns include dividends.