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KBWP and KIE share 44.2% of their holdings.
| Side by side | KBWP | KIE | RSPF |
|---|---|---|---|
| Strategy | Sectors · Financials | Sectors · Financials | US Stock Styles · Equal weight |
| Expense ratio | 0.35% | 0.35% | 0.40% |
| Cost per year on $10k | $35 | $35 | $40 |
| Trailing 12-mo yield | 1.78% | 1.56% | 1.51% |
| Income per year on $10k | $178 | $157 | $151 |
| YTD | +9.5% | +6.6% | +6.5% |
| 1 year | +21.4% | +14.5% | +10.5% |
| 3 years · per year | +18.8% | +16.1% | +21.1% |
| 5 years · per year | +13.7% | +10.9% | +6.7% |
| Worst drop · 1Y | −12.0% | −11.8% | −14.1% |
| Volatility · 1Y | 18.0% | 17.0% | 15.4% |
| Holdings | 25 | 54 | 77 |
| Assets | $294M | $501M | $325M |
| Leverage | None | None | None |
| Since | 2010 | 2005 | 2006 |
Highlighted = best in the row. Returns include dividends.