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REGL and FVD share 11.6% of their holdings.
| Side by side | REGL | FVD | RBTX |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Thematic · AI & semis |
| Expense ratio | 0.40% | 0.62% | 0.65% |
| Cost per year on $10k | $40 | $62 | $65 |
| Trailing 12-mo yield | 2.11% | 2.18% | 0.00% |
| Income per year on $10k | $211 | $218 | $0 |
| YTD | +13.4% | +13.4% | — |
| 1 year | +17.7% | +16.5% | — |
| 3 years · per year | +16.1% | +14.6% | — |
| 5 years · per year | +8.1% | +6.8% | — |
| Worst drop · 1Y | −9.7% | −7.6% | — |
| Volatility · 1Y | 12.6% | 10.5% | — |
| Holdings | 67 | 241 | 42 |
| Assets | $1.7B | $8.1B | $14M |
| Leverage | None | None | None |
| Since | 2015 | 2003 | 2026 |
Highlighted = best in the row. Returns include dividends.