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KEAT and LCR share 9.2% of their holdings.
| Side by side | KEAT | LCR |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.85% | 0.83% |
| Cost per year on $10k | $85 | $83 |
| Trailing 12-mo yield | 2.79% | 1.30% |
| Income per year on $10k | $279 | $130 |
| YTD | +10.3% | +5.5% |
| 1 year | +15.9% | +7.3% |
| 3 years · per year | — | +12.3% |
| 5 years · per year | — | +6.4% |
| Worst drop · 1Y | −10.6% | −6.0% |
| Volatility · 1Y | 11.1% | 7.9% |
| Holdings | 0 | 34 |
| Assets | $120M | $66M |
| Leverage | None | None |
| Since | 2024 | 2020 |
Highlighted = best in the row. Returns include dividends.