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EQAL and RSPT share 6.3% of their holdings.
| Side by side | EQAL | RSPT |
|---|---|---|
| Strategy | US Stock Styles · Equal weight | US Stock Styles · Equal weight |
| Expense ratio | 0.20% | 0.40% |
| Cost per year on $10k | $20 | $40 |
| Trailing 12-mo yield | 1.70% | 0.24% |
| Income per year on $10k | $170 | $24 |
| YTD | +14.8% | +44.5% |
| 1 year | +15.8% | +42.0% |
| 3 years · per year | +17.9% | +34.8% |
| 5 years · per year | +6.7% | +17.2% |
| Worst drop · 1Y | −7.0% | −13.3% |
| Volatility · 1Y | 11.7% | 26.2% |
| Holdings | 1,012 | 76 |
| Assets | $819M | $6.2B |
| Leverage | None | None |
| Since | 2014 | 2006 |
Highlighted = best in the row. Returns include dividends.