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IAK and KBWP share 50.7% of their holdings.
| Side by side | SPGP | BDVL | IAK | KBWP |
|---|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted | Sectors · Financials | Sectors · Financials |
| Expense ratio | 0.34% | 0.40% | 0.37% | 0.35% |
| Cost per year on $10k | $34 | $40 | $37 | $35 |
| Trailing 12-mo yield | 0.78% | 3.43% | 2.40% | 1.78% |
| Income per year on $10k | $78 | $343 | $240 | $178 |
| YTD | +8.8% | +8.5% | +11.5% | +9.5% |
| 1 year | +8.8% | +9.9% | +20.9% | +21.4% |
| 3 years · per year | +12.9% | — | +19.2% | +18.8% |
| 5 years · per year | +7.3% | — | +14.2% | +13.7% |
| Worst drop · 1Y | −11.2% | −7.7% | −10.5% | −12.0% |
| Volatility · 1Y | 15.3% | 9.2% | 16.0% | 18.0% |
| Holdings | 75 | 520 | 65 | 25 |
| Assets | $2.1B | $1.8B | $460M | $294M |
| Leverage | None | None | None | None |
| Since | 2011 | 2017 | 2006 | 2010 |
Highlighted = best in the row. Returns include dividends.