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RSPT and FCFY share 22.2% of their holdings.
| Side by side | RSPT | RSP | FCFY |
|---|---|---|---|
| Strategy | US Stock Styles · Equal weight | Low-Cost Core · S&P 500 | US Stock Styles · Large cap |
| Expense ratio | 0.40% | 0.20% | 0.60% |
| Cost per year on $10k | $40 | $20 | $60 |
| Trailing 12-mo yield | 0.25% | 1.45% | 1.21% |
| Income per year on $10k | $25 | $145 | $121 |
| YTD | +35.4% | +16.2% | +15.3% |
| 1 year | +33.3% | +19.2% | +20.0% |
| 3 years · per year | +33.3% | +19.5% | +20.7% |
| 5 years · per year | +15.7% | +8.5% | — |
| Worst drop · 1Y | −13.3% | −7.9% | −11.9% |
| Volatility · 1Y | 26.6% | 11.5% | 16.6% |
| Holdings | 76 | 505 | 101 |
| Assets | $5.9B | $101B | $2M |
| Leverage | None | None | None |
| Since | 2006 | 2003 | 2023 |
Highlighted = best in the row. Returns include dividends.