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KBWP and KAT share 7.9% of their holdings.
| Side by side | KBWP | KAT |
|---|---|---|
| Strategy | Sectors · Financials | Unsorted |
| Expense ratio | 0.35% | 0.75% |
| Cost per year on $10k | $35 | $75 |
| Trailing 12-mo yield | 1.73% | 0.51% |
| Income per year on $10k | $173 | $51 |
| YTD | +12.7% | +7.4% |
| 1 year | +23.9% | — |
| 3 years · per year | +19.8% | — |
| 5 years · per year | +14.0% | — |
| Worst drop · 1Y | −12.0% | — |
| Volatility · 1Y | 18.1% | — |
| Holdings | 25 | 38 |
| Assets | $309M | $666M |
| Leverage | None | None |
| Since | 2010 | 2011 |
Highlighted = best in the row. Returns include dividends.