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RSP and RSPA share 76.4% of their holdings.
| Side by side | ESML | FSMD | RSP | RSPA |
|---|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Factor | Low-Cost Core · S&P 500 | Income · Dividend stocks |
| Expense ratio | 0.17% | 0.15% | 0.20% | 0.32% |
| Cost per year on $10k | $17 | $15 | $20 | $32 |
| Trailing 12-mo yield | 0.93% | 1.27% | 1.45% | 9.14% |
| Income per year on $10k | $93 | $127 | $145 | $914 |
| YTD | +18.7% | +16.8% | +16.2% | +12.2% |
| 1 year | +19.2% | +18.0% | +17.4% | +13.7% |
| 3 years · per year | +20.9% | +19.8% | +19.0% | — |
| 5 years · per year | +7.1% | +9.3% | +8.6% | — |
| Worst drop · 1Y | −9.0% | −8.5% | −7.9% | −6.2% |
| Volatility · 1Y | 16.2% | 15.1% | 11.5% | 9.1% |
| Holdings | 901 | 602 | 505 | 524 |
| Assets | $2.8B | $2.5B | $101B | $1.2B |
| Leverage | None | None | None | None |
| Since | 2018 | 2019 | 2003 | 2024 |
Highlighted = best in the row. Returns include dividends.