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| Side by side | RWLC |
|---|---|
| Strategy | US Stock Styles · Factor |
| Expense ratio | 0.32% |
| Cost per year on $10k | $32 |
| Trailing 12-mo yield | 12.75% |
| Income per year on $10k | $1,275 |
| YTD | +15.2% |
| 1 year | +16.4% |
| 3 years · per year | +26.4% |
| 5 years · per year | — |
| Worst drop · 1Y | −9.3% |
| Volatility · 1Y | 14.7% |
| Holdings | 113 |
| Assets | $101M |
| Leverage | None |
| Since | 2021 |
Highlighted = best in the row. Returns include dividends.