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DIVY and PZLV share 6.0% of their holdings.
| Side by side | KBE | DIVY | PZLV |
|---|---|---|---|
| Strategy | Sectors · Financials | Income · Dividend stocks | US Stock Styles · Value |
| Expense ratio | 0.35% | 0.45% | 0.60% |
| Cost per year on $10k | $35 | $45 | $60 |
| Trailing 12-mo yield | 2.21% | 2.82% | 0.00% |
| Income per year on $10k | $221 | $282 | $0 |
| YTD | +11.4% | +21.2% | — |
| 1 year | +18.4% | +24.3% | — |
| 3 years · per year | +27.5% | +13.6% | — |
| 5 years · per year | +6.2% | +8.7% | — |
| Worst drop · 1Y | −14.6% | −9.1% | — |
| Volatility · 1Y | 19.3% | 13.4% | — |
| Holdings | 107 | 10 | 0 |
| Assets | $1.5B | $28M | $72M |
| Leverage | None | None | None |
| Since | 2005 | 2020 | 2026 |
Highlighted = best in the row. Returns include dividends.