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RSMC and PSCI share 9.5% of their holdings.
| Side by side | RSMC | SGRW | PSCI |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Small cap | Sectors · Industrials |
| Expense ratio | 0.75% | 0.80% | 0.29% |
| Cost per year on $10k | $75 | $80 | $29 |
| Trailing 12-mo yield | 0.00% | 0.00% | 1.44% |
| Income per year on $10k | $0 | $0 | $144 |
| YTD | +10.1% | — | +10.6% |
| 1 year | +4.7% | — | +11.4% |
| 3 years · per year | — | — | +21.5% |
| 5 years · per year | — | — | +12.9% |
| Worst drop · 1Y | −10.5% | — | −14.9% |
| Volatility · 1Y | 16.7% | — | 20.8% |
| Holdings | 0 | 0 | 95 |
| Assets | $724M | $28M | $169M |
| Leverage | None | None | None |
| Since | 2024 | 2026 | 2010 |
Highlighted = best in the row. Returns include dividends.