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PKB and DRES share 17.9% of their holdings.
| Side by side | XLB | PKB | DRES |
|---|---|---|---|
| Strategy | Sectors · Materials | Unsorted | Unsorted |
| Expense ratio | 0.08% | 0.57% | 0.50% |
| Cost per year on $10k | $8 | $57 | $50 |
| Trailing 12-mo yield | 1.64% | 0.20% | 0.66% |
| Income per year on $10k | $164 | $20 | $66 |
| YTD | +17.3% | −1.8% | +21.3% |
| 1 year | +20.1% | −7.2% | +22.4% |
| 3 years · per year | +13.9% | +24.4% | — |
| 5 years · per year | +6.4% | +13.0% | — |
| Worst drop · 1Y | −12.4% | −25.0% | −11.9% |
| Volatility · 1Y | 17.7% | 24.9% | 17.1% |
| Holdings | 24 | 31 | 0 |
| Assets | $8.3B | $263M | $147M |
| Leverage | None | None | None |
| Since | 1998 | 2005 | 2025 |
Highlighted = best in the row. Returns include dividends.