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RPG and IGPT share 13.9% of their holdings.
| Side by side | RPG | IGPT |
|---|---|---|
| Strategy | US Stock Styles · Growth | Thematic · AI & semis |
| Expense ratio | 0.35% | 0.57% |
| Cost per year on $10k | $35 | $57 |
| Trailing 12-mo yield | 0.16% | 0.00% |
| Income per year on $10k | $16 | $0 |
| YTD | +12.6% | +36.4% |
| 1 year | +11.0% | +34.6% |
| 3 years · per year | +21.8% | +38.7% |
| 5 years · per year | +5.5% | +11.5% |
| Worst drop · 1Y | −17.8% | −24.9% |
| Volatility · 1Y | 26.9% | 40.0% |
| Holdings | 70 | 101 |
| Assets | $1.7B | $1.2B |
| Leverage | None | None |
| Since | 2006 | 2005 |
Highlighted = best in the row. Returns include dividends.