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RWK and SOVF share 5.6% of their holdings.
| Side by side | RWK | SOVF |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Unsorted |
| Expense ratio | 0.39% | 0.75% |
| Cost per year on $10k | $39 | $75 |
| Trailing 12-mo yield | 1.03% | 0.70% |
| Income per year on $10k | $103 | $70 |
| YTD | +17.6% | +10.1% |
| 1 year | +21.1% | +12.2% |
| 3 years · per year | +20.1% | +10.8% |
| 5 years · per year | +10.9% | — |
| Worst drop · 1Y | −11.1% | −13.8% |
| Volatility · 1Y | 15.5% | 14.3% |
| Holdings | 398 | 0 |
| Assets | $1.3B | $90M |
| Leverage | None | None |
| Since | 2008 | 2023 |
Highlighted = best in the row. Returns include dividends.