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EQWL and RSPT share 22.6% of their holdings.
| Side by side | EQWL | RSPT |
|---|---|---|
| Strategy | US Stock Styles · Equal weight | US Stock Styles · Equal weight |
| Expense ratio | 0.30% | 0.40% |
| Cost per year on $10k | $30 | $40 |
| Trailing 12-mo yield | 1.54% | 0.24% |
| Income per year on $10k | $154 | $24 |
| YTD | +14.6% | +44.5% |
| 1 year | +15.7% | +42.0% |
| 3 years · per year | +22.3% | +34.8% |
| 5 years · per year | +12.0% | +17.2% |
| Worst drop · 1Y | −7.8% | −13.3% |
| Volatility · 1Y | 10.6% | 26.2% |
| Holdings | 102 | 76 |
| Assets | $2.9B | $6.2B |
| Leverage | None | None |
| Since | 2006 | 2006 |
Highlighted = best in the row. Returns include dividends.