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RNIN and SURE share 11.8% of their holdings.
| Side by side | PTF | RNIN | SURE |
|---|---|---|---|
| Strategy | Sectors · Technology | US Stock Styles · Mid cap | Unsorted |
| Expense ratio | 0.69% | 0.68% | 1.00% |
| Cost per year on $10k | $69 | $68 | $100 |
| Trailing 12-mo yield | 0.00% | 0.77% | 0.83% |
| Income per year on $10k | $0 | $77 | $83 |
| YTD | +37.7% | +41.1% | +21.9% |
| 1 year | +29.8% | +43.2% | +27.1% |
| 3 years · per year | +35.4% | — | +19.9% |
| 5 years · per year | +13.7% | — | +10.8% |
| Worst drop · 1Y | −38.6% | −8.3% | −7.1% |
| Volatility · 1Y | 53.9% | 16.9% | 12.8% |
| Holdings | 36 | 0 | 101 |
| Assets | $587M | $215M | $59M |
| Leverage | None | None | None |
| Since | 2006 | 2025 | 2011 |
Highlighted = best in the row. Returns include dividends.