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DUSA and KBWB share 11.7% of their holdings.
| Side by side | DUSA | KBWB | IMCV |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Sectors · Financials | US Stock Styles · Mid cap |
| Expense ratio | 0.59% | 0.35% | 0.06% |
| Cost per year on $10k | $59 | $35 | $6 |
| Trailing 12-mo yield | 0.87% | 2.08% | 1.83% |
| Income per year on $10k | $87 | $208 | $183 |
| YTD | +10.5% | +8.1% | +22.7% |
| 1 year | +20.1% | +19.5% | +28.1% |
| 3 years · per year | +25.4% | +37.0% | +22.4% |
| 5 years · per year | +11.3% | +7.1% | +10.8% |
| Worst drop · 1Y | −7.6% | −16.4% | −6.9% |
| Volatility · 1Y | 11.3% | 20.0% | 11.1% |
| Holdings | 28 | 26 | 268 |
| Assets | $1.3B | $6.8B | $1.3B |
| Leverage | None | None | None |
| Since | 2017 | 2011 | 2004 |
Highlighted = best in the row. Returns include dividends.