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RSEE and GIAX share 17.8% of their holdings.
| Side by side | RSEE | DDXX | GIAX | ABCS |
|---|---|---|---|---|
| Strategy | Unsorted | Bonds & Cash · Other bonds | Income · Dividend stocks | US Stock Styles · Mid cap |
| Expense ratio | 3.03% | 0.34% | 1.03% | 0.42% |
| Cost per year on $10k | $303 | $34 | $103 | $42 |
| Trailing 12-mo yield | 0.00% | 1.94% | 28.18% | 1.09% |
| Income per year on $10k | $0 | $194 | $2,818 | $109 |
| YTD | +12.0% | +12.5% | +8.9% | +18.2% |
| 1 year | +11.3% | — | +6.7% | +20.5% |
| 3 years · per year | +20.0% | — | — | — |
| 5 years · per year | — | — | — | — |
| Worst drop · 1Y | −12.9% | — | −19.7% | −8.8% |
| Volatility · 1Y | 19.5% | — | 27.6% | 13.1% |
| Holdings | 9 | 0 | 46 | 0 |
| Assets | $80M | $21M | $112M | $13M |
| Leverage | None | None | None | None |
| Since | 2022 | 2025 | 2024 | 2023 |
Highlighted = best in the row. Returns include dividends.