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RSPA and VIG share 22.0% of their holdings.
| Side by side | RSPA | VIG |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.32% | 0.04% |
| Cost per year on $10k | $32 | $4 |
| Trailing 12-mo yield | 9.14% | 1.46% |
| Income per year on $10k | $914 | $146 |
| YTD | +12.2% | +14.7% |
| 1 year | +13.7% | +15.3% |
| 3 years · per year | — | +19.6% |
| 5 years · per year | — | +10.9% |
| Worst drop · 1Y | −6.2% | −7.9% |
| Volatility · 1Y | 9.1% | 10.0% |
| Holdings | 524 | 338 |
| Assets | $1.2B | $128B |
| Leverage | None | None |
| Since | 2024 | 2006 |
Highlighted = best in the row. Returns include dividends.