Loading…
ROE and EQWL share 39.1% of their holdings.
| Side by side | ROE | RSPT | EQWL |
|---|---|---|---|
| Strategy | US Stock Styles · Equal weight | US Stock Styles · Equal weight | US Stock Styles · Equal weight |
| Expense ratio | 0.49% | 0.40% | 0.30% |
| Cost per year on $10k | $49 | $40 | $30 |
| Trailing 12-mo yield | 0.83% | 0.24% | 1.54% |
| Income per year on $10k | $83 | $24 | $154 |
| YTD | +24.2% | +44.5% | +14.6% |
| 1 year | +25.9% | +42.0% | +15.7% |
| 3 years · per year | +25.5% | +34.8% | +22.3% |
| 5 years · per year | — | +17.2% | +12.0% |
| Worst drop · 1Y | −8.7% | −13.3% | −7.8% |
| Volatility · 1Y | 14.9% | 26.2% | 10.6% |
| Holdings | 0 | 76 | 102 |
| Assets | $257M | $6.2B | $2.9B |
| Leverage | None | None | None |
| Since | 2023 | 2006 | 2006 |
Highlighted = best in the row. Returns include dividends.