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KBWB and IYF share 36.4% of their holdings.
| Side by side | KBWB | IYF |
|---|---|---|
| Strategy | Sectors · Financials | Sectors · Financials |
| Expense ratio | 0.35% | 0.37% |
| Cost per year on $10k | $35 | $37 |
| Trailing 12-mo yield | 2.07% | 1.47% |
| Income per year on $10k | $207 | $147 |
| YTD | +8.7% | +3.7% |
| 1 year | +19.6% | +9.1% |
| 3 years · per year | +37.9% | +24.2% |
| 5 years · per year | +7.5% | +10.0% |
| Worst drop · 1Y | −16.4% | −13.9% |
| Volatility · 1Y | 19.9% | 14.4% |
| Holdings | 26 | 143 |
| Assets | $6.7B | $3.8B |
| Leverage | None | None |
| Since | 2011 | 2000 |
Highlighted = best in the row. Returns include dividends.