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SPLV and RSPU share 27.4% of their holdings.
| Side by side | SPLV | RSPU |
|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Equal weight |
| Expense ratio | 0.25% | 0.40% |
| Cost per year on $10k | $25 | $40 |
| Trailing 12-mo yield | 2.17% | 2.66% |
| Income per year on $10k | $217 | $266 |
| YTD | +8.7% | +4.7% |
| 1 year | +8.6% | +0.6% |
| 3 years · per year | +11.7% | +17.9% |
| 5 years · per year | +5.9% | +10.4% |
| Worst drop · 1Y | −9.2% | −15.9% |
| Volatility · 1Y | 10.9% | 15.1% |
| Holdings | 104 | 32 |
| Assets | $7.5B | $527M |
| Leverage | None | None |
| Since | 2011 | 2006 |
Highlighted = best in the row. Returns include dividends.