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SRET and KBWY share 14.0% of their holdings.
| Side by side | USVM | SRET | KBWY |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Income · Dividend stocks | Income · Premium income |
| Expense ratio | 0.29% | 0.58% | 0.35% |
| Cost per year on $10k | $29 | $58 | $35 |
| Trailing 12-mo yield | 1.87% | 9.48% | 8.92% |
| Income per year on $10k | $187 | $948 | $892 |
| YTD | +18.9% | −1.6% | +14.2% |
| 1 year | +20.8% | −0.1% | +17.2% |
| 3 years · per year | +22.1% | +11.4% | +9.0% |
| 5 years · per year | +9.8% | +0.1% | +0.3% |
| Worst drop · 1Y | −8.4% | −15.5% | −15.7% |
| Volatility · 1Y | 13.8% | 12.5% | 16.9% |
| Holdings | 296 | 29 | 29 |
| Assets | $1.8B | $199M | $280M |
| Leverage | None | None | None |
| Since | 2017 | 2015 | 2010 |
Highlighted = best in the row. Returns include dividends.