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KBWB and DFNL share 36.1% of their holdings.
| Side by side | KBWB | OAKM | DFNL |
|---|---|---|---|
| Strategy | Sectors · Financials | US Stock Styles · Large cap | Sectors · Financials |
| Expense ratio | 0.35% | 0.64% | 0.61% |
| Cost per year on $10k | $35 | $64 | $61 |
| Trailing 12-mo yield | 2.07% | 0.61% | 1.31% |
| Income per year on $10k | $207 | $61 | $131 |
| YTD | +8.7% | +9.9% | +4.0% |
| 1 year | +19.6% | +15.4% | +14.4% |
| 3 years · per year | +37.9% | — | +27.6% |
| 5 years · per year | +7.5% | — | +11.6% |
| Worst drop · 1Y | −16.4% | −8.6% | −12.9% |
| Volatility · 1Y | 19.9% | 13.4% | 14.6% |
| Holdings | 26 | 0 | 30 |
| Assets | $6.7B | $1.2B | $446M |
| Leverage | None | None | None |
| Since | 2011 | 2024 | 2017 |
Highlighted = best in the row. Returns include dividends.