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KRE and SDVY share 14.4% of their holdings.
| Side by side | KRE | NUSC | SDVY | PBUB |
|---|---|---|---|---|
| Strategy | Sectors · Financials | US Stock Styles · Small cap | Income · Dividend stocks | Sectors · Financials |
| Expense ratio | 0.35% | 0.31% | 0.58% | 0.14% |
| Cost per year on $10k | $35 | $31 | $58 | $14 |
| Trailing 12-mo yield | 2.21% | 0.92% | 0.98% | 0.00% |
| Income per year on $10k | $221 | $92 | $98 | $0 |
| YTD | +14.4% | +14.0% | +11.7% | — |
| 1 year | +22.4% | +13.8% | +13.9% | — |
| 3 years · per year | +26.8% | +17.3% | +18.2% | — |
| 5 years · per year | +3.0% | +4.6% | +9.1% | — |
| Worst drop · 1Y | −15.0% | −10.1% | −9.5% | — |
| Volatility · 1Y | 20.4% | 16.1% | 14.0% | — |
| Holdings | 167 | 401 | 172 | 0 |
| Assets | $4.0B | $1.3B | $11.0B | $1M |
| Leverage | None | None | None | None |
| Since | 2006 | 2016 | 2017 | 2026 |
Highlighted = best in the row. Returns include dividends.