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SOCL and TOGA share 13.1% of their holdings.
| Side by side | SOCL | IPO | RSPC | TOGA |
|---|---|---|---|---|
| Strategy | Sectors · Communication | Unsorted | US Stock Styles · Equal weight | International · Global |
| Expense ratio | 0.65% | 0.60% | 0.40% | 0.69% |
| Cost per year on $10k | $65 | $60 | $40 | $69 |
| Trailing 12-mo yield | 0.54% | 0.13% | 1.19% | 0.00% |
| Income per year on $10k | $54 | $13 | $119 | $0 |
| YTD | −27.5% | +1.6% | −13.6% | −10.5% |
| 1 year | −30.2% | −2.7% | −11.5% | −9.8% |
| 3 years · per year | +6.2% | +16.5% | +11.5% | — |
| 5 years · per year | −8.4% | −7.7% | −1.1% | — |
| Worst drop · 1Y | −32.0% | −22.2% | −15.0% | −25.9% |
| Volatility · 1Y | 24.8% | 33.2% | 15.1% | 22.5% |
| Holdings | 50 | 54 | 25 | 0 |
| Assets | $75M | $130M | $51M | $172M |
| Leverage | None | None | None | None |
| Since | 2011 | 2013 | 2018 | 2022 |
Highlighted = best in the row. Returns include dividends.