Loading…
RW and TSME share 3.5% of their holdings.
| Side by side | RW | TSME |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Mid cap |
| Expense ratio | 0.95% | 0.65% |
| Cost per year on $10k | $95 | $65 |
| Trailing 12-mo yield | 0.00% | 0.15% |
| Income per year on $10k | $0 | $15 |
| YTD | +2.7% | +12.8% |
| 1 year | −0.7% | +11.8% |
| 3 years · per year | — | +21.9% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −17.0% | −15.2% |
| Volatility · 1Y | 15.8% | 23.5% |
| Holdings | 0 | 75 |
| Assets | $17M | $889M |
| Leverage | None | None |
| Since | 2025 | 2022 |
Highlighted = best in the row. Returns include dividends.