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RSPT and FXL share 43.0% of their holdings.
| Side by side | RSPT | ROBO | FXL | KOMP |
|---|---|---|---|---|
| Strategy | US Stock Styles · Equal weight | Thematic · AI & semis | Sectors · Technology | US Stock Styles · Large cap |
| Expense ratio | 0.40% | 0.95% | 0.60% | 0.20% |
| Cost per year on $10k | $40 | $95 | $60 | $20 |
| Trailing 12-mo yield | 0.24% | 0.38% | 0.00% | 1.58% |
| Income per year on $10k | $24 | $38 | $0 | $158 |
| YTD | +44.5% | +12.4% | +31.4% | +8.6% |
| 1 year | +42.0% | +12.3% | +26.2% | +0.9% |
| 3 years · per year | +34.8% | +18.6% | +26.9% | +20.8% |
| 5 years · per year | +17.2% | +3.3% | +11.0% | +1.4% |
| Worst drop · 1Y | −13.3% | −17.4% | −15.2% | −17.5% |
| Volatility · 1Y | 26.2% | 27.1% | 26.9% | 26.0% |
| Holdings | 76 | 79 | 110 | 499 |
| Assets | $6.2B | $2.0B | $2.8B | $2.6B |
| Leverage | None | None | None | None |
| Since | 2006 | 2013 | 2007 | 2018 |
Highlighted = best in the row. Returns include dividends.