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XLF and VFH share 85.7% of their holdings.
| Side by side | KBE | XLF | VFH |
|---|---|---|---|
| Strategy | Sectors · Financials | Sectors · Financials | Sectors · Financials |
| Expense ratio | 0.35% | 0.08% | 0.09% |
| Cost per year on $10k | $35 | $8 | $9 |
| Trailing 12-mo yield | 2.21% | 1.45% | 1.70% |
| Income per year on $10k | $221 | $145 | $170 |
| YTD | +11.4% | +5.2% | +5.0% |
| 1 year | +18.4% | +9.2% | +9.1% |
| 3 years · per year | +27.5% | +22.8% | +23.4% |
| 5 years · per year | +6.2% | +9.1% | +9.0% |
| Worst drop · 1Y | −14.6% | −14.8% | −14.7% |
| Volatility · 1Y | 19.3% | 14.5% | 14.7% |
| Holdings | 107 | 76 | 404 |
| Assets | $1.5B | $53.1B | $13.9B |
| Leverage | None | None | None |
| Since | 2005 | 1998 | 2004 |
Highlighted = best in the row. Returns include dividends.