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RFV and RIET share 2.8% of their holdings.
| Side by side | RFV | RIET |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Income · Dividend stocks |
| Expense ratio | 0.35% | 0.50% |
| Cost per year on $10k | $35 | $50 |
| Trailing 12-mo yield | 1.61% | 12.33% |
| Income per year on $10k | $161 | $1,233 |
| YTD | +17.3% | −2.9% |
| 1 year | +17.3% | −1.8% |
| 3 years · per year | +18.7% | +7.8% |
| 5 years · per year | +11.1% | −2.9% |
| Worst drop · 1Y | −12.5% | −17.4% |
| Volatility · 1Y | 15.4% | 13.7% |
| Holdings | 95 | 100 |
| Assets | $342M | $97M |
| Leverage | None | None |
| Since | 2006 | 2021 |
Highlighted = best in the row. Returns include dividends.