Loading…
SPLV and RSPU share 27.4% of their holdings.
| Side by side | SPLV | USVM | RSPU |
|---|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Mid cap | US Stock Styles · Equal weight |
| Expense ratio | 0.25% | 0.22% | 0.40% |
| Cost per year on $10k | $25 | $22 | $40 |
| Trailing 12-mo yield | 2.14% | 1.87% | 2.63% |
| Income per year on $10k | $214 | $187 | $263 |
| YTD | +10.3% | +18.7% | +6.0% |
| 1 year | +11.6% | +22.5% | +2.5% |
| 3 years · per year | +12.2% | +22.5% | +18.0% |
| 5 years · per year | +6.2% | +9.6% | +10.6% |
| Worst drop · 1Y | −9.2% | −8.4% | −15.9% |
| Volatility · 1Y | 10.8% | 13.8% | 15.1% |
| Holdings | 104 | 296 | 32 |
| Assets | $7.6B | $1.8B | $530M |
| Leverage | None | None | None |
| Since | 2011 | 2017 | 2006 |
Highlighted = best in the row. Returns include dividends.