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RSPT and FXL share 42.8% of their holdings.
| Side by side | RSPT | FXL | KOMP |
|---|---|---|---|
| Strategy | US Stock Styles · Equal weight | Sectors · Technology | US Stock Styles · Large cap |
| Expense ratio | 0.40% | 0.60% | 0.20% |
| Cost per year on $10k | $40 | $60 | $20 |
| Trailing 12-mo yield | 0.25% | 0.00% | 1.66% |
| Income per year on $10k | $25 | $0 | $166 |
| YTD | +35.4% | +24.3% | +3.6% |
| 1 year | +33.3% | +20.8% | −1.6% |
| 3 years · per year | +33.3% | +26.2% | +20.3% |
| 5 years · per year | +15.7% | +9.7% | +0.4% |
| Worst drop · 1Y | −13.3% | −15.2% | −17.9% |
| Volatility · 1Y | 26.6% | 27.2% | 26.2% |
| Holdings | 76 | 110 | 499 |
| Assets | $5.9B | $2.7B | $2.6B |
| Leverage | None | None | None |
| Since | 2006 | 2007 | 2018 |
Highlighted = best in the row. Returns include dividends.