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FTAG and CSNR share 15.0% of their holdings.
| Side by side | RPV | FTAG | CSNR |
|---|---|---|---|
| Strategy | US Stock Styles · Value | Commodities · Broad basket | Unsorted |
| Expense ratio | 0.35% | 0.70% | 0.50% |
| Cost per year on $10k | $35 | $70 | $50 |
| Trailing 12-mo yield | 2.08% | 1.19% | 1.75% |
| Income per year on $10k | $208 | $119 | $175 |
| YTD | +19.4% | +9.3% | +20.9% |
| 1 year | +23.7% | +10.9% | +27.6% |
| 3 years · per year | +23.3% | +7.2% | — |
| 5 years · per year | +11.2% | +0.9% | — |
| Worst drop · 1Y | −7.7% | −10.8% | −12.4% |
| Volatility · 1Y | 11.8% | 14.7% | 18.1% |
| Holdings | 118 | 54 | 62 |
| Assets | $1.8B | $14M | $16M |
| Leverage | None | None | None |
| Since | 2006 | 2010 | 2025 |
Highlighted = best in the row. Returns include dividends.