Loading…
RSPU and EQWL share 3.2% of their holdings.
| Side by side | RSPU | 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 | 2.66% | 1.54% |
| Income per year on $10k | $266 | $154 |
| YTD | +4.7% | +14.6% |
| 1 year | +0.6% | +15.7% |
| 3 years · per year | +17.9% | +22.3% |
| 5 years · per year | +10.4% | +12.0% |
| Worst drop · 1Y | −15.9% | −7.8% |
| Volatility · 1Y | 15.1% | 10.6% |
| Holdings | 32 | 102 |
| Assets | $527M | $2.9B |
| Leverage | None | None |
| Since | 2006 | 2006 |
Highlighted = best in the row. Returns include dividends.