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KNG and NOBL share 99.8% of their holdings.
| Side by side | KNG | NOBL | NUSC | FNDA |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | US Stock Styles · Small cap | US Stock Styles · Large cap |
| Expense ratio | 0.74% | 0.35% | 0.31% | 0.25% |
| Cost per year on $10k | $74 | $35 | $31 | $25 |
| Trailing 12-mo yield | 8.20% | 1.99% | 0.92% | 1.21% |
| Income per year on $10k | $820 | $199 | $92 | $121 |
| YTD | +11.6% | +14.9% | +14.0% | +16.6% |
| 1 year | +14.0% | +17.2% | +13.8% | +18.0% |
| 3 years · per year | +11.7% | +13.6% | +17.3% | +18.2% |
| 5 years · per year | +6.0% | +7.1% | +4.6% | +7.3% |
| Worst drop · 1Y | −8.6% | −9.1% | −10.1% | −9.4% |
| Volatility · 1Y | 11.2% | 12.2% | 16.1% | 15.6% |
| Holdings | 138 | 71 | 401 | 912 |
| Assets | $3.4B | $11.6B | $1.3B | $8.9B |
| Leverage | None | None | None | None |
| Since | 2018 | 2013 | 2016 | 2013 |
Highlighted = best in the row. Returns include dividends.