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RSPT and RSP share 14.5% of their holdings.
| Side by side | RSPT | RSP |
|---|---|---|
| Strategy | US Stock Styles · Equal weight | Low-Cost Core · S&P 500 |
| Expense ratio | 0.40% | 0.20% |
| Cost per year on $10k | $40 | $20 |
| Trailing 12-mo yield | 0.24% | 1.45% |
| Income per year on $10k | $24 | $145 |
| YTD | +44.5% | +16.2% |
| 1 year | +42.0% | +17.4% |
| 3 years · per year | +34.8% | +19.0% |
| 5 years · per year | +17.2% | +8.6% |
| Worst drop · 1Y | −13.3% | −7.9% |
| Volatility · 1Y | 26.2% | 11.5% |
| Holdings | 76 | 505 |
| Assets | $6.2B | $101B |
| Leverage | None | None |
| Since | 2006 | 2003 |
Highlighted = best in the row. Returns include dividends.