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RPV and GSEW share 18.1% of their holdings.
| Side by side | RPV | GSEW | NDIV |
|---|---|---|---|
| Strategy | US Stock Styles · Value | Low-Cost Core · US large cap | Income · Covered calls |
| Expense ratio | 0.35% | 0.09% | 0.59% |
| Cost per year on $10k | $35 | $9 | $59 |
| Trailing 12-mo yield | 2.07% | 1.38% | 9.36% |
| Income per year on $10k | $207 | $138 | $936 |
| YTD | +20.1% | +15.2% | +38.7% |
| 1 year | +26.2% | +17.0% | +40.5% |
| 3 years · per year | +24.1% | +21.2% | +17.2% |
| 5 years · per year | +11.2% | +8.2% | — |
| Worst drop · 1Y | −7.7% | −7.7% | −11.6% |
| Volatility · 1Y | 11.8% | 12.1% | 18.4% |
| Holdings | 118 | 497 | 48 |
| Assets | $1.8B | $2.2B | $35M |
| Leverage | None | None | None |
| Since | 2006 | 2017 | 2022 |
Highlighted = best in the row. Returns include dividends.