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KBWP and FPAG share 5.1% of their holdings.
| Side by side | KBWP | FPAG |
|---|---|---|
| Strategy | Sectors · Financials | International · Global |
| Expense ratio | 0.35% | 0.86% |
| Cost per year on $10k | $35 | $86 |
| Trailing 12-mo yield | 1.78% | 1.29% |
| Income per year on $10k | $178 | $129 |
| YTD | +9.5% | +13.9% |
| 1 year | +21.4% | +16.4% |
| 3 years · per year | +18.8% | — |
| 5 years · per year | +13.7% | — |
| Worst drop · 1Y | −12.0% | −12.1% |
| Volatility · 1Y | 18.0% | 15.0% |
| Holdings | 25 | 44 |
| Assets | $294M | $664M |
| Leverage | None | None |
| Since | 2010 | 2024 |
Highlighted = best in the row. Returns include dividends.