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GSEW and KBWP share 2.6% of their holdings.
| Side by side | GSEW | KBWP |
|---|---|---|
| Strategy | Low-Cost Core · US large cap | Sectors · Financials |
| Expense ratio | 0.09% | 0.35% |
| Cost per year on $10k | $9 | $35 |
| Trailing 12-mo yield | 1.37% | 1.78% |
| Income per year on $10k | $137 | $178 |
| YTD | +15.8% | +9.5% |
| 1 year | +15.7% | +21.4% |
| 3 years · per year | +20.8% | +18.8% |
| 5 years · per year | +8.3% | +13.7% |
| Worst drop · 1Y | −7.7% | −12.0% |
| Volatility · 1Y | 12.1% | 18.0% |
| Holdings | 497 | 25 |
| Assets | $2.2B | $294M |
| Leverage | None | None |
| Since | 2017 | 2010 |
Highlighted = best in the row. Returns include dividends.