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NURE and KBWY share 11.5% of their holdings.
| Side by side | USVM | NURE | KBWY |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Unsorted | Income · Premium income |
| Expense ratio | 0.29% | 0.35% | 0.35% |
| Cost per year on $10k | $29 | $35 | $35 |
| Trailing 12-mo yield | 1.87% | 4.11% | 8.92% |
| Income per year on $10k | $187 | $411 | $892 |
| YTD | +18.9% | +16.3% | +14.2% |
| 1 year | +20.8% | +18.0% | +17.2% |
| 3 years · per year | +22.1% | +10.8% | +9.0% |
| 5 years · per year | +9.8% | +0.4% | +0.3% |
| Worst drop · 1Y | −8.4% | −11.3% | −15.7% |
| Volatility · 1Y | 13.8% | 15.7% | 16.9% |
| Holdings | 296 | 29 | 29 |
| Assets | $1.8B | $31M | $280M |
| Leverage | None | None | None |
| Since | 2017 | 2016 | 2010 |
Highlighted = best in the row. Returns include dividends.