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FIW and KNG share 6.4% of their holdings.
| Side by side | AKRE | FIW | KNG |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.98% | 0.50% | 0.74% |
| Cost per year on $10k | $98 | $50 | $74 |
| Trailing 12-mo yield | 0.00% | 0.68% | 8.04% |
| Income per year on $10k | $0 | $68 | $804 |
| YTD | −7.6% | +7.3% | +13.7% |
| 1 year | −6.4% | +5.1% | +17.1% |
| 3 years · per year | — | +14.8% | +12.6% |
| 5 years · per year | — | +5.9% | +6.3% |
| Worst drop · 1Y | −22.9% | −13.8% | −8.6% |
| Volatility · 1Y | 21.7% | 16.3% | 11.1% |
| Holdings | 0 | 36 | 138 |
| Assets | $4.9B | $1.8B | $3.4B |
| Leverage | None | None | None |
| Since | 2009 | 2007 | 2018 |
Highlighted = best in the row. Returns include dividends.