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RWK and IVOV share 56.8% of their holdings.
| Side by side | RWK | FFSM | IVOV |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.39% | 0.43% | 0.10% |
| Cost per year on $10k | $39 | $43 | $10 |
| Trailing 12-mo yield | 1.05% | 0.48% | 1.62% |
| Income per year on $10k | $105 | $48 | $162 |
| YTD | +16.1% | +13.4% | +12.2% |
| 1 year | +17.4% | +16.6% | +14.6% |
| 3 years · per year | +19.4% | +20.9% | +17.4% |
| 5 years · per year | +10.9% | +8.0% | +8.1% |
| Worst drop · 1Y | −11.1% | −13.0% | −10.6% |
| Volatility · 1Y | 15.5% | 18.6% | 13.8% |
| Holdings | 398 | 0 | 298 |
| Assets | $1.3B | $1.4B | $1.3B |
| Leverage | None | None | None |
| Since | 2008 | 2021 | 2010 |
Highlighted = best in the row. Returns include dividends.