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SOCL and RSPC share 12.2% of their holdings.
| Side by side | SOCL | IPO | RSPC |
|---|---|---|---|
| Strategy | Sectors · Communication | Unsorted | US Stock Styles · Equal weight |
| Expense ratio | 0.65% | 0.60% | 0.40% |
| Cost per year on $10k | $65 | $60 | $40 |
| Trailing 12-mo yield | 0.53% | 0.12% | 1.19% |
| Income per year on $10k | $53 | $12 | $119 |
| YTD | −26.1% | +10.7% | −13.5% |
| 1 year | −31.2% | +2.6% | −12.7% |
| 3 years · per year | +4.9% | +17.8% | +10.2% |
| 5 years · per year | −9.0% | −6.0% | −1.3% |
| Worst drop · 1Y | −31.6% | −19.4% | −14.4% |
| Volatility · 1Y | 25.0% | 32.6% | 15.1% |
| Holdings | 48 | 54 | 25 |
| Assets | $79M | $139M | $52M |
| Leverage | None | None | None |
| Since | 2011 | 2013 | 2018 |
Highlighted = best in the row. Returns include dividends.