Loading…
KBWP and FPAG share 5.1% of their holdings.
| Side by side | KBWP | FPAG |
|---|---|---|
| Strategy | Sectors · Financials | International · Global |
| Expense ratio | 0.35% | 0.86% |
| Cost per year on $10k | $35 | $86 |
| Trailing 12-mo yield | 1.73% | 1.27% |
| Income per year on $10k | $173 | $127 |
| YTD | +12.7% | +15.0% |
| 1 year | +23.9% | +19.3% |
| 3 years · per year | +19.8% | — |
| 5 years · per year | +14.0% | — |
| Worst drop · 1Y | −12.0% | −12.1% |
| Volatility · 1Y | 18.1% | 15.0% |
| Holdings | 25 | 44 |
| Assets | $309M | $670M |
| Leverage | None | None |
| Since | 2010 | 2024 |
Highlighted = best in the row. Returns include dividends.