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KBWB and FDV share 10.1% of their holdings.
| Side by side | KBWB | FDV |
|---|---|---|
| Strategy | Sectors · Financials | Income · Dividend stocks |
| Expense ratio | 0.35% | 0.61% |
| Cost per year on $10k | $35 | $61 |
| Trailing 12-mo yield | 2.08% | 2.81% |
| Income per year on $10k | $208 | $281 |
| YTD | +8.1% | +23.9% |
| 1 year | +19.5% | +26.9% |
| 3 years · per year | +37.0% | +20.6% |
| 5 years · per year | +7.1% | — |
| Worst drop · 1Y | −16.4% | −7.4% |
| Volatility · 1Y | 20.0% | 11.0% |
| Holdings | 26 | 52 |
| Assets | $6.8B | $1.0B |
| Leverage | None | None |
| Since | 2011 | 2022 |
Highlighted = best in the row. Returns include dividends.