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KBWB and OAKM share 14.1% of their holdings.
| Side by side | DUSA | KBWB | OAKM |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Sectors · Financials | US Stock Styles · Large cap |
| Expense ratio | 0.59% | 0.35% | 0.64% |
| Cost per year on $10k | $59 | $35 | $64 |
| Trailing 12-mo yield | 0.86% | 2.07% | 0.61% |
| Income per year on $10k | $86 | $207 | $61 |
| YTD | +10.9% | +8.7% | +9.9% |
| 1 year | +17.7% | +19.6% | +15.4% |
| 3 years · per year | +24.4% | +37.9% | — |
| 5 years · per year | +11.3% | +7.5% | — |
| Worst drop · 1Y | −7.6% | −16.4% | −8.6% |
| Volatility · 1Y | 11.4% | 19.9% | 13.4% |
| Holdings | 28 | 26 | 0 |
| Assets | $1.3B | $6.7B | $1.2B |
| Leverage | None | None | None |
| Since | 2017 | 2011 | 2024 |
Highlighted = best in the row. Returns include dividends.