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KBWB and OAKM share 14.1% of their holdings.
| Side by side | KBWB | OAKM |
|---|---|---|
| Strategy | Sectors · Financials | US Stock Styles · Large cap |
| Expense ratio | 0.35% | 0.64% |
| Cost per year on $10k | $35 | $64 |
| Trailing 12-mo yield | 2.08% | 0.60% |
| Income per year on $10k | $208 | $60 |
| YTD | +8.1% | +10.9% |
| 1 year | +19.5% | +19.5% |
| 3 years · per year | +37.0% | — |
| 5 years · per year | +7.1% | — |
| Worst drop · 1Y | −16.4% | −8.6% |
| Volatility · 1Y | 20.0% | 13.2% |
| Holdings | 26 | 0 |
| Assets | $6.8B | $1.2B |
| Leverage | None | None |
| Since | 2011 | 2024 |
Highlighted = best in the row. Returns include dividends.