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RPG and FPX share 12.0% of their holdings.
| Side by side | RPG | FPX |
|---|---|---|
| Strategy | US Stock Styles · Growth | US Stock Styles · Large cap |
| Expense ratio | 0.35% | 0.57% |
| Cost per year on $10k | $35 | $57 |
| Trailing 12-mo yield | 0.16% | 0.19% |
| Income per year on $10k | $16 | $19 |
| YTD | +12.6% | +2.3% |
| 1 year | +11.0% | +0.4% |
| 3 years · per year | +21.8% | +30.0% |
| 5 years · per year | +5.5% | +5.5% |
| Worst drop · 1Y | −17.8% | −18.9% |
| Volatility · 1Y | 26.9% | 26.5% |
| Holdings | 70 | 99 |
| Assets | $1.7B | $1.4B |
| Leverage | None | None |
| Since | 2006 | 2006 |
Highlighted = best in the row. Returns include dividends.