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RAAX and OCIO share 4.3% of their holdings.
| Side by side | RAAX | OCIO |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.55% | 0.66% |
| Cost per year on $10k | $55 | $66 |
| Trailing 12-mo yield | 2.03% | 9.33% |
| Income per year on $10k | $203 | $933 |
| YTD | +15.3% | +9.4% |
| 1 year | +19.0% | +9.3% |
| 3 years · per year | +19.8% | +14.6% |
| 5 years · per year | +11.9% | +7.0% |
| Worst drop · 1Y | −9.1% | −7.0% |
| Volatility · 1Y | 15.3% | 11.5% |
| Holdings | 17 | 74 |
| Assets | $1.4B | $172M |
| Leverage | None | None |
| Since | 2018 | 2017 |
Highlighted = best in the row. Returns include dividends.