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| Side by side | RSPE |
|---|---|
| Strategy | Low-Cost Core · S&P 500 |
| Expense ratio | 0.20% |
| Cost per year on $10k | $20 |
| Trailing 12-mo yield | 1.39% |
| Income per year on $10k | $139 |
| YTD | +19.5% |
| 1 year | +23.7% |
| 3 years · per year | +21.3% |
| 5 years · per year | — |
| Worst drop · 1Y | −8.9% |
| Volatility · 1Y | 12.4% |
| Holdings | 185 |
| Assets | $75M |
| Leverage | None |
| Since | 2021 |
Highlighted = best in the row. Returns include dividends.