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WTBN and KDRN share 15.1% of their holdings.
| Side by side | XAGG | WTBN | KDRN | DUKZ |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Unsorted | Bonds & Cash · Other bonds | Income · Dividend stocks |
| Expense ratio | 0.50% | 0.50% | 0.57% | 3.47% |
| Cost per year on $10k | $50 | $50 | $57 | $347 |
| Trailing 12-mo yield | 6.29% | 4.13% | 3.71% | 3.82% |
| Income per year on $10k | $629 | $413 | $371 | $382 |
| YTD | +1.7% | −2.2% | −0.3% | +0.5% |
| 1 year | — | −2.4% | −1.4% | −0.4% |
| 3 years · per year | — | — | +4.0% | — |
| 5 years · per year | — | — | — | — |
| Worst drop · 1Y | — | −5.2% | −3.1% | −3.4% |
| Volatility · 1Y | — | 4.2% | 3.1% | 4.6% |
| Holdings | 362 | 12 | 8 | 0 |
| Assets | $2.1B | $105M | $1M | $52M |
| Leverage | None | None | None | None |
| Since | 1997 | 2023 | 2021 | 2024 |
Highlighted = best in the row. Returns include dividends.