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IPO and RSPC share 4.7% of their holdings.
| Side by side | IPO | RSPC |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Equal weight |
| Expense ratio | 0.60% | 0.40% |
| Cost per year on $10k | $60 | $40 |
| Trailing 12-mo yield | 0.12% | 1.19% |
| Income per year on $10k | $12 | $119 |
| YTD | +10.7% | −13.5% |
| 1 year | +2.6% | −12.7% |
| 3 years · per year | +17.8% | +10.2% |
| 5 years · per year | −6.0% | −1.3% |
| Worst drop · 1Y | −19.4% | −14.4% |
| Volatility · 1Y | 32.6% | 15.1% |
| Holdings | 54 | 25 |
| Assets | $139M | $52M |
| Leverage | None | None |
| Since | 2013 | 2018 |
Highlighted = best in the row. Returns include dividends.