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IAK and KBWP share 50.6% of their holdings.
| Side by side | IAK | KBWP |
|---|---|---|
| Strategy | Sectors · Financials | Sectors · Financials |
| Expense ratio | 0.37% | 0.35% |
| Cost per year on $10k | $37 | $35 |
| Trailing 12-mo yield | 2.36% | 1.73% |
| Income per year on $10k | $236 | $173 |
| YTD | +13.4% | +12.7% |
| 1 year | +22.8% | +23.9% |
| 3 years · per year | +19.7% | +19.8% |
| 5 years · per year | +14.3% | +14.0% |
| Worst drop · 1Y | −10.5% | −12.0% |
| Volatility · 1Y | 16.1% | 18.1% |
| Holdings | 65 | 25 |
| Assets | $469M | $302M |
| Leverage | None | None |
| Since | 2006 | 2010 |
Highlighted = best in the row. Returns include dividends.