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FVD and KBWP share 6.7% of their holdings.
| Side by side | FVD | KBWP |
|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Financials |
| Expense ratio | 0.62% | 0.35% |
| Cost per year on $10k | $62 | $35 |
| Trailing 12-mo yield | 2.22% | 1.78% |
| Income per year on $10k | $222 | $178 |
| YTD | +11.5% | +9.5% |
| 1 year | +13.1% | +21.4% |
| 3 years · per year | +14.0% | +18.8% |
| 5 years · per year | +6.5% | +13.7% |
| Worst drop · 1Y | −7.6% | −12.0% |
| Volatility · 1Y | 10.5% | 18.0% |
| Holdings | 241 | 25 |
| Assets | $7.9B | $294M |
| Leverage | None | None |
| Since | 2003 | 2010 |
Highlighted = best in the row. Returns include dividends.