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RPG and CWS share 5.5% of their holdings.
| Side by side | RPG | CWS |
|---|---|---|
| Strategy | US Stock Styles · Growth | Unsorted |
| Expense ratio | 0.35% | 0.79% |
| Cost per year on $10k | $35 | $79 |
| Trailing 12-mo yield | 0.15% | 0.31% |
| Income per year on $10k | $15 | $31 |
| YTD | +18.9% | −1.5% |
| 1 year | +15.6% | −2.0% |
| 3 years · per year | +23.5% | +11.3% |
| 5 years · per year | +6.9% | +7.2% |
| Worst drop · 1Y | −17.5% | −11.9% |
| Volatility · 1Y | 26.5% | 13.7% |
| Holdings | 70 | 27 |
| Assets | $1.8B | $112M |
| Leverage | None | None |
| Since | 2006 | 2016 |
Highlighted = best in the row. Returns include dividends.