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RSPM and EQWL share 1.1% of their holdings.
| Side by side | RSPM | EQWL |
|---|---|---|
| Strategy | US Stock Styles · Equal weight | US Stock Styles · Equal weight |
| Expense ratio | 0.40% | 0.30% |
| Cost per year on $10k | $40 | $30 |
| Trailing 12-mo yield | 1.72% | 1.54% |
| Income per year on $10k | $172 | $154 |
| YTD | +19.1% | +14.6% |
| 1 year | +23.2% | +15.7% |
| 3 years · per year | +13.0% | +22.3% |
| 5 years · per year | +5.4% | +12.0% |
| Worst drop · 1Y | −12.3% | −7.8% |
| Volatility · 1Y | 18.4% | 10.6% |
| Holdings | 25 | 102 |
| Assets | $182M | $2.9B |
| Leverage | None | None |
| Since | 2006 | 2006 |
Highlighted = best in the row. Returns include dividends.