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SPGP and KBWP share 15.8% of their holdings.
| Side by side | SPGP | BDVL | KBWP |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted | Sectors · Financials |
| Expense ratio | 0.34% | 0.40% | 0.35% |
| Cost per year on $10k | $34 | $40 | $35 |
| Trailing 12-mo yield | 0.77% | 3.46% | 1.73% |
| Income per year on $10k | $77 | $346 | $173 |
| YTD | +10.0% | +7.5% | +12.7% |
| 1 year | +11.7% | +9.6% | +23.9% |
| 3 years · per year | +13.9% | — | +19.8% |
| 5 years · per year | +7.4% | — | +14.0% |
| Worst drop · 1Y | −11.2% | −7.7% | −12.0% |
| Volatility · 1Y | 15.3% | 9.2% | 18.1% |
| Holdings | 75 | 514 | 25 |
| Assets | $2.1B | $1.8B | $309M |
| Leverage | None | None | None |
| Since | 2011 | 2017 | 2010 |
Highlighted = best in the row. Returns include dividends.