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KBWY and RDOG share 50.5% of their holdings.
| Side by side | KBWY | RDOG | RFV | RIET |
|---|---|---|---|---|
| Strategy | Income · Premium income | Income · Dividend stocks | US Stock Styles · Mid cap | Income · Dividend stocks |
| Expense ratio | 0.35% | 0.35% | 0.35% | 0.50% |
| Cost per year on $10k | $35 | $35 | $35 | $50 |
| Trailing 12-mo yield | 8.92% | 6.36% | 1.61% | 12.33% |
| Income per year on $10k | $892 | $636 | $161 | $1,233 |
| YTD | +14.2% | +12.8% | +17.3% | −2.9% |
| 1 year | +17.2% | +15.4% | +17.3% | −1.8% |
| 3 years · per year | +9.0% | +13.5% | +18.7% | +7.8% |
| 5 years · per year | +0.3% | +0.7% | +11.1% | −2.9% |
| Worst drop · 1Y | −15.7% | −10.9% | −12.5% | −17.4% |
| Volatility · 1Y | 16.9% | 14.8% | 15.4% | 13.7% |
| Holdings | 29 | 46 | 95 | 100 |
| Assets | $280M | $10M | $342M | $97M |
| Leverage | None | None | None | None |
| Since | 2010 | 2008 | 2006 | 2021 |
Highlighted = best in the row. Returns include dividends.