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DEEP and ISMD share 3.9% of their holdings.
| Side by side | KCE | DEEP | ISMD |
|---|---|---|---|
| Strategy | Sectors · Financials | US Stock Styles · Value | US Stock Styles · Mid cap |
| Expense ratio | 0.35% | 0.80% | 0.53% |
| Cost per year on $10k | $35 | $80 | $53 |
| Trailing 12-mo yield | 1.71% | 2.03% | 1.40% |
| Income per year on $10k | $171 | $203 | $140 |
| YTD | +6.2% | +22.4% | +24.7% |
| 1 year | +6.4% | +23.8% | +24.4% |
| 3 years · per year | +26.5% | +13.7% | +19.8% |
| 5 years · per year | +10.7% | +5.2% | +8.4% |
| Worst drop · 1Y | −17.4% | −8.9% | −9.7% |
| Volatility · 1Y | 20.9% | 17.1% | 16.7% |
| Holdings | 66 | 100 | 11 |
| Assets | $435M | $26M | $330M |
| Leverage | None | None | None |
| Since | 2005 | 2014 | 2017 |
Highlighted = best in the row. Returns include dividends.