Loading…
USVM and KIE share 6.8% of their holdings.
| Side by side | USVM | KIE |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Sectors · Financials |
| Expense ratio | 0.22% | 0.35% |
| Cost per year on $10k | $22 | $35 |
| Trailing 12-mo yield | 1.87% | 1.53% |
| Income per year on $10k | $187 | $153 |
| YTD | +18.7% | +9.1% |
| 1 year | +22.5% | +17.6% |
| 3 years · per year | +22.5% | +16.8% |
| 5 years · per year | +9.6% | +11.2% |
| Worst drop · 1Y | −8.4% | −11.8% |
| Volatility · 1Y | 13.8% | 17.0% |
| Holdings | 296 | 54 |
| Assets | $1.8B | $516M |
| Leverage | None | None |
| Since | 2017 | 2005 |
Highlighted = best in the row. Returns include dividends.