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IMCB and KBWP share 4.1% of their holdings.
| Side by side | IMCB | KBWP |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Sectors · Financials |
| Expense ratio | 0.04% | 0.35% |
| Cost per year on $10k | $4 | $35 |
| Trailing 12-mo yield | 1.22% | 1.73% |
| Income per year on $10k | $122 | $173 |
| YTD | +19.6% | +12.7% |
| 1 year | +21.1% | +23.9% |
| 3 years · per year | +21.7% | +19.8% |
| 5 years · per year | +8.3% | +14.0% |
| Worst drop · 1Y | −8.1% | −12.0% |
| Volatility · 1Y | 12.8% | 18.1% |
| Holdings | 394 | 25 |
| Assets | $1.8B | $309M |
| Leverage | None | None |
| Since | 2004 | 2010 |
Highlighted = best in the row. Returns include dividends.