Loading…
KIE and RSPF share 31.7% of their holdings.
| Side by side | FPAG | KIE | RSPF |
|---|---|---|---|
| Strategy | International · Global | Sectors · Financials | US Stock Styles · Equal weight |
| Expense ratio | 0.86% | 0.35% | 0.40% |
| Cost per year on $10k | $86 | $35 | $40 |
| Trailing 12-mo yield | 1.29% | 1.56% | 1.51% |
| Income per year on $10k | $129 | $157 | $151 |
| YTD | +13.9% | +6.6% | +6.5% |
| 1 year | +16.4% | +14.5% | +10.5% |
| 3 years · per year | — | +16.1% | +21.1% |
| 5 years · per year | — | +10.9% | +6.7% |
| Worst drop · 1Y | −12.1% | −11.8% | −14.1% |
| Volatility · 1Y | 15.0% | 17.0% | 15.4% |
| Holdings | 44 | 54 | 77 |
| Assets | $664M | $501M | $325M |
| Leverage | None | None | None |
| Since | 2024 | 2005 | 2006 |
Highlighted = best in the row. Returns include dividends.