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FXO and KIE share 40.2% of their holdings.
| Side by side | FXO | NBSM | KIE |
|---|---|---|---|
| Strategy | Sectors · Financials | US Stock Styles · Mid cap | Sectors · Financials |
| Expense ratio | 0.60% | 0.75% | 0.35% |
| Cost per year on $10k | $60 | $75 | $35 |
| Trailing 12-mo yield | 2.14% | 0.35% | 1.53% |
| Income per year on $10k | $214 | $35 | $153 |
| YTD | +10.1% | +15.6% | +9.1% |
| 1 year | +17.4% | +17.2% | +17.6% |
| 3 years · per year | +24.5% | — | +16.8% |
| 5 years · per year | +8.8% | — | +11.2% |
| Worst drop · 1Y | −11.7% | −10.1% | −11.8% |
| Volatility · 1Y | 14.7% | 14.3% | 17.0% |
| Holdings | 105 | 67 | 54 |
| Assets | $1.1B | $113M | $516M |
| Leverage | None | None | None |
| Since | 2007 | 2024 | 2005 |
Highlighted = best in the row. Returns include dividends.