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CUT and RSPM share 21.9% of their holdings.
| Side by side | FDV | CUT | RSPM |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Materials | US Stock Styles · Equal weight |
| Expense ratio | 0.61% | 0.99% | 0.40% |
| Cost per year on $10k | $61 | $99 | $40 |
| Trailing 12-mo yield | 2.81% | 2.52% | 1.68% |
| Income per year on $10k | $281 | $252 | $168 |
| YTD | +23.9% | −2.1% | +22.0% |
| 1 year | +26.9% | +3.5% | +31.3% |
| 3 years · per year | +20.6% | +2.6% | +14.2% |
| 5 years · per year | — | −2.6% | +5.8% |
| Worst drop · 1Y | −7.4% | −19.6% | −12.3% |
| Volatility · 1Y | 11.0% | 18.4% | 18.3% |
| Holdings | 52 | 49 | 25 |
| Assets | $1.0B | $30M | $184M |
| Leverage | None | None | None |
| Since | 2022 | 2007 | 2006 |
Highlighted = best in the row. Returns include dividends.