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KBE and PBUB share 7.6% of their holdings.
| Side by side | KBE | OAKL | PBUB |
|---|---|---|---|
| Strategy | Sectors · Financials | US Stock Styles · Large cap | Sectors · Financials |
| Expense ratio | 0.35% | 0.64% | 0.14% |
| Cost per year on $10k | $35 | $64 | $14 |
| Trailing 12-mo yield | 2.19% | 0.00% | 0.00% |
| Income per year on $10k | $219 | $0 | $0 |
| YTD | +12.7% | — | — |
| 1 year | +21.6% | — | — |
| 3 years · per year | +27.1% | — | — |
| 5 years · per year | +6.2% | — | — |
| Worst drop · 1Y | −14.6% | — | — |
| Volatility · 1Y | 19.4% | — | — |
| Holdings | 107 | 0 | 0 |
| Assets | $1.5B | $337M | $1M |
| Leverage | None | None | None |
| Since | 2005 | 2026 | 2026 |
Highlighted = best in the row. Returns include dividends.