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VFH and KBWB share 32.5% of their holdings.
| Side by side | VFH | KBWB |
|---|---|---|
| Strategy | Sectors · Financials | Sectors · Financials |
| Expense ratio | 0.09% | 0.35% |
| Cost per year on $10k | $9 | $35 |
| Trailing 12-mo yield | 1.70% | 2.07% |
| Income per year on $10k | $170 | $207 |
| YTD | +5.0% | +8.7% |
| 1 year | +9.1% | +19.6% |
| 3 years · per year | +23.4% | +37.9% |
| 5 years · per year | +9.0% | +7.5% |
| Worst drop · 1Y | −14.7% | −16.4% |
| Volatility · 1Y | 14.7% | 19.9% |
| Holdings | 404 | 26 |
| Assets | $13.9B | $6.7B |
| Leverage | None | None |
| Since | 2004 | 2011 |
Highlighted = best in the row. Returns include dividends.