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RPG and IGPT share 13.9% of their holdings.
| Side by side | RPG | FPX | IGPT |
|---|---|---|---|
| Strategy | US Stock Styles · Growth | US Stock Styles · Large cap | Thematic · AI & semis |
| Expense ratio | 0.35% | 0.57% | 0.57% |
| Cost per year on $10k | $35 | $57 | $57 |
| Trailing 12-mo yield | 0.15% | 0.18% | 0.00% |
| Income per year on $10k | $15 | $18 | $0 |
| YTD | +18.9% | +6.5% | +52.2% |
| 1 year | +15.6% | +3.4% | +48.8% |
| 3 years · per year | +23.5% | +29.8% | +41.0% |
| 5 years · per year | +6.9% | +6.0% | +13.9% |
| Worst drop · 1Y | −17.5% | −18.0% | −24.7% |
| Volatility · 1Y | 26.5% | 26.4% | 39.1% |
| Holdings | 70 | 99 | 101 |
| Assets | $1.8B | $1.4B | $1.4B |
| Leverage | None | None | None |
| Since | 2006 | 2006 | 2005 |
Highlighted = best in the row. Returns include dividends.