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KBE and FTXO share 39.1% of their holdings.
| Side by side | KBE | OAKL | PBUB | FTXO |
|---|---|---|---|---|
| Strategy | Sectors · Financials | US Stock Styles · Large cap | Sectors · Financials | Sectors · Financials |
| Expense ratio | 0.35% | 0.64% | 0.14% | 0.60% |
| Cost per year on $10k | $35 | $64 | $14 | $60 |
| Trailing 12-mo yield | 2.19% | 0.00% | 0.00% | 1.91% |
| Income per year on $10k | $219 | $0 | $0 | $191 |
| YTD | +12.7% | — | — | +8.2% |
| 1 year | +21.6% | — | — | +19.7% |
| 3 years · per year | +27.1% | — | — | +30.2% |
| 5 years · per year | +6.2% | — | — | +5.4% |
| Worst drop · 1Y | −14.6% | — | — | −16.7% |
| Volatility · 1Y | 19.4% | — | — | 19.7% |
| Holdings | 107 | 0 | 0 | 50 |
| Assets | $1.5B | $337M | $1M | $240M |
| Leverage | None | None | None | None |
| Since | 2005 | 2026 | 2026 | 2016 |
Highlighted = best in the row. Returns include dividends.