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RDOG and RIET share 39.4% of their holdings.
| Side by side | SMLL | RDOG | RIET |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.80% | 0.35% | 0.50% |
| Cost per year on $10k | $80 | $35 | $50 |
| Trailing 12-mo yield | 2.08% | 6.34% | 12.35% |
| Income per year on $10k | $208 | $634 | $1,235 |
| YTD | +14.0% | +13.2% | −3.0% |
| 1 year | +11.3% | +17.2% | +0.5% |
| 3 years · per year | — | +13.8% | +8.1% |
| 5 years · per year | — | +0.8% | −2.9% |
| Worst drop · 1Y | −12.1% | −10.9% | −17.4% |
| Volatility · 1Y | 17.2% | 14.8% | 13.7% |
| Holdings | 51 | 46 | 100 |
| Assets | $13M | $11M | $97M |
| Leverage | None | None | None |
| Since | 2024 | 2008 | 2021 |
Highlighted = best in the row. Returns include dividends.