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RSPU and BILT share 31.7% of their holdings.
| Side by side | SPLV | RSPU | BILT |
|---|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Equal weight | Thematic · Infrastructure |
| Expense ratio | 0.25% | 0.40% | 0.60% |
| Cost per year on $10k | $25 | $40 | $60 |
| Trailing 12-mo yield | 2.14% | 2.63% | 5.80% |
| Income per year on $10k | $214 | $263 | $580 |
| YTD | +10.3% | +6.0% | +9.6% |
| 1 year | +11.6% | +2.5% | +9.8% |
| 3 years · per year | +12.2% | +18.0% | — |
| 5 years · per year | +6.2% | +10.6% | — |
| Worst drop · 1Y | −9.2% | −15.9% | −12.6% |
| Volatility · 1Y | 10.8% | 15.1% | 11.9% |
| Holdings | 104 | 32 | 62 |
| Assets | $7.6B | $530M | $121M |
| Leverage | None | None | None |
| Since | 2011 | 2006 | 2025 |
Highlighted = best in the row. Returns include dividends.