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RSPT and EQWL share 23.6% of their holdings.
| Side by side | RSPG | RSPT | EQWL |
|---|---|---|---|
| Strategy | US Stock Styles · Equal weight | US Stock Styles · Equal weight | US Stock Styles · Equal weight |
| Expense ratio | 0.40% | 0.40% | 0.30% |
| Cost per year on $10k | $40 | $40 | $30 |
| Trailing 12-mo yield | 1.74% | 0.24% | 1.54% |
| Income per year on $10k | $174 | $24 | $154 |
| YTD | +51.7% | +44.5% | +14.6% |
| 1 year | +58.0% | +42.0% | +15.7% |
| 3 years · per year | +18.6% | +34.8% | +22.3% |
| 5 years · per year | +22.2% | +17.2% | +12.0% |
| Worst drop · 1Y | −13.7% | −13.3% | −7.8% |
| Volatility · 1Y | 22.6% | 26.2% | 10.6% |
| Holdings | 23 | 76 | 102 |
| Assets | $671M | $6.2B | $2.9B |
| Leverage | None | None | None |
| Since | 2006 | 2006 | 2006 |
Highlighted = best in the row. Returns include dividends.