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FXO and KBWP share 23.3% of their holdings.
| Side by side | SPGP | FXO | FLQM | KBWP |
|---|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Sectors · Financials | US Stock Styles · Mid cap | Sectors · Financials |
| Expense ratio | 0.34% | 0.60% | 0.30% | 0.35% |
| Cost per year on $10k | $34 | $60 | $30 | $35 |
| Trailing 12-mo yield | 0.77% | 2.14% | 1.58% | 1.73% |
| Income per year on $10k | $77 | $214 | $158 | $173 |
| YTD | +10.0% | +10.1% | +11.7% | +12.7% |
| 1 year | +11.7% | +17.4% | +15.4% | +23.9% |
| 3 years · per year | +13.9% | +24.5% | +16.5% | +19.8% |
| 5 years · per year | +7.4% | +8.8% | +7.6% | +14.0% |
| Worst drop · 1Y | −11.2% | −11.7% | −7.6% | −12.0% |
| Volatility · 1Y | 15.3% | 14.7% | 12.2% | 18.1% |
| Holdings | 75 | 105 | 119 | 25 |
| Assets | $2.1B | $1.1B | $1.5B | $309M |
| Leverage | None | None | None | None |
| Since | 2011 | 2007 | 2017 | 2010 |
Highlighted = best in the row. Returns include dividends.