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KWT and OBOR share 9.3% of their holdings.
| Side by side | KWT | OBOR |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.75% | 0.79% |
| Cost per year on $10k | $75 | $79 |
| Trailing 12-mo yield | 5.85% | 1.95% |
| Income per year on $10k | $585 | $195 |
| YTD | −5.8% | −0.7% |
| 1 year | −6.8% | +5.1% |
| 3 years · per year | +11.1% | +13.1% |
| 5 years · per year | +5.9% | −0.4% |
| Worst drop · 1Y | −12.8% | −14.9% |
| Volatility · 1Y | 13.9% | 17.2% |
| Holdings | 36 | 129 |
| Assets | $64M | $4M |
| Leverage | None | None |
| Since | 2020 | 2017 |
Highlighted = best in the row. Returns include dividends.