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BGIG and IMCV share 11.1% of their holdings.
| Side by side | KBWB | BGIG | IMCV |
|---|---|---|---|
| Strategy | Sectors · Financials | Income · Dividend stocks | US Stock Styles · Mid cap |
| Expense ratio | 0.35% | 0.45% | 0.06% |
| Cost per year on $10k | $35 | $45 | $6 |
| Trailing 12-mo yield | 2.08% | 1.67% | 1.83% |
| Income per year on $10k | $208 | $167 | $183 |
| YTD | +8.1% | +16.3% | +22.7% |
| 1 year | +19.5% | +17.9% | +28.1% |
| 3 years · per year | +37.0% | +19.6% | +22.4% |
| 5 years · per year | +7.1% | — | +10.8% |
| Worst drop · 1Y | −16.4% | −6.1% | −6.9% |
| Volatility · 1Y | 20.0% | 8.8% | 11.1% |
| Holdings | 26 | 50 | 268 |
| Assets | $6.8B | $2.3B | $1.3B |
| Leverage | None | None | None |
| Since | 2011 | 2023 | 2004 |
Highlighted = best in the row. Returns include dividends.