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SDOG and RPV share 25.5% of their holdings.
| Side by side | SDOG | RPV | GSEW |
|---|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Value | Low-Cost Core · US large cap |
| Expense ratio | 0.36% | 0.35% | 0.09% |
| Cost per year on $10k | $36 | $35 | $9 |
| Trailing 12-mo yield | 3.32% | 2.07% | 1.38% |
| Income per year on $10k | $332 | $207 | $138 |
| YTD | +25.6% | +20.1% | +15.2% |
| 1 year | +29.5% | +26.2% | +17.0% |
| 3 years · per year | +22.6% | +24.1% | +21.2% |
| 5 years · per year | +11.1% | +11.2% | +8.2% |
| Worst drop · 1Y | −7.3% | −7.7% | −7.7% |
| Volatility · 1Y | 11.8% | 11.8% | 12.1% |
| Holdings | 51 | 118 | 497 |
| Assets | $1.5B | $1.8B | $2.2B |
| Leverage | None | None | None |
| Since | 2012 | 2006 | 2017 |
Highlighted = best in the row. Returns include dividends.