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RSPE and IVV share 24.4% of their holdings.
| Side by side | RSPE | IVV |
|---|---|---|
| Strategy | Low-Cost Core · S&P 500 | Low-Cost Core · S&P 500 |
| Expense ratio | 0.20% | 0.03% |
| Cost per year on $10k | $20 | $3 |
| Trailing 12-mo yield | 1.39% | 1.09% |
| Income per year on $10k | $139 | $109 |
| YTD | +19.6% | +13.8% |
| 1 year | +22.3% | +13.3% |
| 3 years · per year | +20.7% | +23.6% |
| 5 years · per year | — | +12.7% |
| Worst drop · 1Y | −8.9% | −8.9% |
| Volatility · 1Y | 12.4% | 12.7% |
| Holdings | 185 | 505 |
| Assets | $76M | $887B |
| Leverage | None | None |
| Since | 2021 | 2000 |
Highlighted = best in the row. Returns include dividends.