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KBWD and VPC share 20.0% of their holdings.
| Side by side | KBWD | VPC |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Corporate |
| Expense ratio | 5.39% | 10.60% |
| Cost per year on $10k | $539 | $1,060 |
| Trailing 12-mo yield | 15.80% | 15.30% |
| Income per year on $10k | $1,580 | $1,530 |
| YTD | −12.9% | −11.7% |
| 1 year | −11.2% | −12.0% |
| 3 years · per year | +4.9% | +0.1% |
| 5 years · per year | −2.1% | −0.3% |
| Worst drop · 1Y | −24.4% | −18.2% |
| Volatility · 1Y | 17.1% | 14.5% |
| Holdings | 37 | 198 |
| Assets | $334M | $27M |
| Leverage | None | None |
| Since | 2010 | 2019 |
Highlighted = best in the row. Returns include dividends.