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KBWD and CRDT share 3.3% of their holdings.
| Side by side | KBWD | FTHB | CRDT |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 5.39% | 0.65% | 0.99% |
| Cost per year on $10k | $539 | $65 | $99 |
| Trailing 12-mo yield | 15.80% | 2.32% | 6.47% |
| Income per year on $10k | $1,580 | $232 | $647 |
| YTD | −12.9% | — | −7.5% |
| 1 year | −11.2% | — | −6.3% |
| 3 years · per year | +4.9% | — | +0.4% |
| 5 years · per year | −2.1% | — | — |
| Worst drop · 1Y | −24.4% | — | −15.7% |
| Volatility · 1Y | 17.1% | — | 11.3% |
| Holdings | 37 | 0 | 88 |
| Assets | $334M | $14M | $27M |
| Leverage | None | None | None |
| Since | 2010 | 2026 | 2023 |
Highlighted = best in the row. Returns include dividends.