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RSP and RSPA share 76.4% of their holdings.
| Side by side | RSPT | RSP | RSPA | FCFY |
|---|---|---|---|---|
| Strategy | US Stock Styles · Equal weight | Low-Cost Core · S&P 500 | Income · Dividend stocks | US Stock Styles · Large cap |
| Expense ratio | 0.40% | 0.20% | 0.32% | 0.60% |
| Cost per year on $10k | $40 | $20 | $32 | $60 |
| Trailing 12-mo yield | 0.24% | 1.45% | 9.14% | 1.26% |
| Income per year on $10k | $24 | $145 | $914 | $126 |
| YTD | +44.5% | +16.2% | +12.2% | +11.5% |
| 1 year | +42.0% | +17.4% | +13.7% | +14.5% |
| 3 years · per year | +34.8% | +19.0% | — | +19.0% |
| 5 years · per year | +17.2% | +8.6% | — | — |
| Worst drop · 1Y | −13.3% | −7.9% | −6.2% | −11.9% |
| Volatility · 1Y | 26.2% | 11.5% | 9.1% | 16.6% |
| Holdings | 76 | 505 | 524 | 101 |
| Assets | $6.2B | $101B | $1.2B | $2M |
| Leverage | None | None | None | None |
| Since | 2006 | 2003 | 2024 | 2023 |
Highlighted = best in the row. Returns include dividends.