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KRE and SDVY share 14.4% of their holdings.
| Side by side | KRE | SDVY | PBUB |
|---|---|---|---|
| Strategy | Sectors · Financials | Income · Dividend stocks | Sectors · Financials |
| Expense ratio | 0.35% | 0.58% | 0.14% |
| Cost per year on $10k | $35 | $58 | $14 |
| Trailing 12-mo yield | 2.19% | 0.98% | 0.00% |
| Income per year on $10k | $219 | $98 | $0 |
| YTD | +15.7% | +12.3% | — |
| 1 year | +26.1% | +15.5% | — |
| 3 years · per year | +26.3% | +18.5% | — |
| 5 years · per year | +3.0% | +9.1% | — |
| Worst drop · 1Y | −15.0% | −9.5% | — |
| Volatility · 1Y | 20.5% | 14.1% | — |
| Holdings | 167 | 172 | 0 |
| Assets | $4.0B | $11.1B | $1M |
| Leverage | None | None | None |
| Since | 2006 | 2017 | 2026 |
Highlighted = best in the row. Returns include dividends.