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KIE and ISMD share 1.1% of their holdings.
| Side by side | KIE | ISMD |
|---|---|---|
| Strategy | Sectors · Financials | US Stock Styles · Mid cap |
| Expense ratio | 0.35% | 0.53% |
| Cost per year on $10k | $35 | $53 |
| Trailing 12-mo yield | 1.56% | 1.40% |
| Income per year on $10k | $157 | $140 |
| YTD | +6.6% | +24.7% |
| 1 year | +14.5% | +24.4% |
| 3 years · per year | +16.1% | +19.8% |
| 5 years · per year | +10.9% | +8.4% |
| Worst drop · 1Y | −11.8% | −9.7% |
| Volatility · 1Y | 17.0% | 16.7% |
| Holdings | 54 | 11 |
| Assets | $501M | $330M |
| Leverage | None | None |
| Since | 2005 | 2017 |
Highlighted = best in the row. Returns include dividends.