RSP vs. IWM vs. VTV vs. SCHD vs. MTUM vs. USMV vs. VUG vs. QUAL
RSP
IWM
VTV
SCHD
MTUM
USMV
VUG
QUAL
Comparison
Average Return
| Symbol | Year-to-date | 1 Year | 5 Years | 10 Years | Inception |
|---|---|---|---|---|---|
| RSP | 12.04% | 15.28% | 8.61% | 11.90% | 11.15% |
| IWM | 10.99% | 12.16% | 5.34% | 9.79% | 8.38% |
| VTV | 17.54% | 22.28% | 12.57% | 12.72% | 9.63% |
| SCHD | 25.91% | 31.02% | 9.87% | 13.06% | 13.31% |
| MTUM | 22.29% | 20.49% | 12.58% | 16.23% | 15.53% |
| USMV | 8.00% | 8.31% | 7.94% | 10.46% | 11.71% |
| VUG | 10.88% | 12.90% | 13.49% | 18.13% | 12.24% |
| QUAL | 14.44% | 18.21% | 12.33% | 14.67% | 13.71% |
Top 25 Holdings
| RSP - Invesco S&P 500 Equal Weight ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | P | Everpure, Inc. | 0.32% |
| 2 | MRNA | Moderna, Inc. | 0.32% |
| 3 | PTC | PTC Inc. | 0.30% |
| 4 | ILMN | Illumina, Inc. | 0.27% |
| 5 | NTAP | NetApp, Inc. | 0.26% |
| 6 | DDOG | Datadog, Inc. | 0.25% |
| 7 | SNPS | Synopsys, Inc. | 0.25% |
| 8 | CRWD | CrowdStrike Holdings, Inc. | 0.25% |
| 9 | RVTY | Revvity, Inc. | 0.25% |
| 10 | MTD | Mettler-Toledo International Inc. | 0.25% |
| 11 | PLTR | Palantir Technologies Inc. | 0.25% |
| 12 | ACN | Accenture plc | 0.24% |
| 13 | FTNT | Fortinet, Inc. | 0.24% |
| 14 | ISRG | Intuitive Surgical, Inc. | 0.24% |
| 15 | MPC | Marathon Petroleum Corporation | 0.24% |
| 16 | A | Agilent Technologies, Inc. | 0.24% |
| 17 | PANW | Palo Alto Networks, Inc. | 0.24% |
| 18 | CIEN | Ciena Corporation | 0.24% |
| 19 | FFIV | F5, Inc. | 0.24% |
| 20 | CCL | Carnival Corporation Ltd. | 0.24% |
| 21 | CDNS | Cadence Design Systems, Inc. | 0.24% |
| 22 | VLO | Valero Energy Corporation | 0.24% |
| 23 | HPE | Hewlett Packard Enterprise Company | 0.23% |
| 24 | META | Meta Platforms, Inc. | 0.23% |
| 25 | AMD | Advanced Micro Devices, Inc. | 0.23% |
| View RSP holdings | |||
| IWM - iShares Russell 2000 ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | FROG | JFrog Ltd. | 0.36% |
| 2 | MOG.A | Moog Inc. | 0.36% |
| 3 | BTSG | BrightSpring Health Services, Inc. | 0.36% |
| 4 | TWST | Twist Bioscience Corporation | 0.34% |
| 5 | UMBF | UMB Financial Corporation | 0.33% |
| 6 | GKOS | Glaukos Corporation | 0.33% |
| 7 | PCVX | Vaxcyte, Inc. | 0.32% |
| 8 | SM | SM Energy Company | 0.31% |
| 9 | XTSLA | BLK CSH FND TREASURY SL AGENCY | 0.30% |
| 10 | FCFS | FirstCash Holdings, Inc. | 0.30% |
| 11 | PTGX | Protagonist Therapeutics, Inc. | 0.30% |
| 12 | CTRE | CareTrust REIT, Inc. | 0.30% |
| 13 | HUT | Hut 8 Corp. | 0.30% |
| 14 | TXG | 10x Genomics, Inc. | 0.30% |
| 15 | ONB | Old National Bancorp | 0.30% |
| 16 | VSAT | Viasat, Inc. | 0.29% |
| 17 | KRYS | Krystal Biotech, Inc. | 0.29% |
| 18 | IDCC | InterDigital, Inc. | 0.29% |
| 19 | CYTK | Cytokinetics, Incorporated | 0.28% |
| 20 | EAT | Brinker International, Inc. | 0.28% |
| 21 | PBF | PBF Energy Inc. | 0.28% |
| 22 | RHP | Ryman Hospitality Properties, Inc. | 0.28% |
| 23 | OSCR | Oscar Health, Inc. | 0.28% |
| 24 | TGTX | TG Therapeutics, Inc. | 0.27% |
| 25 | JXN | Jackson Financial Inc. | 0.27% |
| View IWM holdings | |||
| VTV - Vanguard Morningstar Value ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | MU | Micron Technology, Inc. | 3.94% |
| 2 | JPM | JPMorgan Chase & Co. | 3.47% |
| 3 | BRK.B | Berkshire Hathaway Inc. | 2.88% |
| 4 | XOM | ExxonMobil Holdings Corporation | 2.43% |
| 5 | JNJ | Johnson & Johnson | 2.33% |
| 6 | WMT | Walmart Inc. | 1.67% |
| 7 | ABBV | AbbVie Inc. | 1.65% |
| 8 | BAC | Bank of America Corporation | 1.44% |
| 9 | CSCO | Cisco Systems, Inc. | 1.43% |
| 10 | CVX | Chevron Corporation | 1.42% |
| 11 | CAT | Caterpillar Inc. | 1.34% |
| 12 | MRK | Merck & Co., Inc. | 1.33% |
| 13 | UNH | UnitedHealth Group Incorporated | 1.29% |
| 14 | PG | The Procter & Gamble Company | 1.23% |
| 15 | HD | The Home Depot, Inc. | 1.19% |
| 16 | KO | The Coca-Cola Company | 1.11% |
| 17 | PM | Philip Morris International Inc. | 1.06% |
| 18 | GS | The Goldman Sachs Group, Inc. | 1.03% |
| 19 | RTX | RTX Corporation | 1.02% |
| 20 | WFC | Wells Fargo & Company | 0.96% |
| 21 | MS | Morgan Stanley | 0.92% |
| 22 | AMGN | Amgen Inc. | 0.84% |
| 23 | TMO | Thermo Fisher Scientific Inc. | 0.84% |
| 24 | LIN | Linde plc | 0.82% |
| 25 | C | Citigroup Inc. | 0.82% |
| View VTV holdings | |||
| SCHD - Schwab US Dividend Equity ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | TXN | Texas Instruments Incorporated | 4.61% |
| 2 | PG | The Procter & Gamble Company | 4.33% |
| 3 | QCOM | QUALCOMM Incorporated | 4.28% |
| 4 | KO | The Coca-Cola Company | 4.25% |
| 5 | CVX | Chevron Corporation | 4.24% |
| 6 | COP | ConocoPhillips | 4.18% |
| 7 | MRK | Merck & Co., Inc. | 4.00% |
| 8 | UNH | UnitedHealth Group Incorporated | 3.95% |
| 9 | AMGN | Amgen Inc. | 3.93% |
| 10 | ABT | Abbott Laboratories | 3.85% |
| 11 | HD | The Home Depot, Inc. | 3.81% |
| 12 | PEP | PepsiCo, Inc. | 3.76% |
| 13 | VZ | Verizon Communications Inc. | 3.55% |
| 14 | ACN | Accenture plc | 3.32% |
| 15 | MO | Altria Group, Inc. | 3.03% |
| 16 | BMY | Bristol-Myers Squibb Company | 2.97% |
| 17 | ADP | Automatic Data Processing, Inc. | 2.75% |
| 18 | LMT | Lockheed Martin Corporation | 2.63% |
| 19 | BX | Blackstone Inc. | 2.18% |
| 20 | EOG | EOG Resources, Inc. | 2.00% |
| 21 | CMCSA | Comcast Corporation | 1.85% |
| 22 | SLB | SLB N.V. | 1.83% |
| 23 | UPS | United Parcel Service, Inc. | 1.81% |
| 24 | TGT | Target Corporation | 1.76% |
| 25 | FAST | Fastenal Company | 1.49% |
| View SCHD holdings | |||
| MTUM - iShares MSCI USA Momentum Factor ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | AMD | Advanced Micro Devices, Inc. | 6.11% |
| 2 | MU | Micron Technology, Inc. | 5.06% |
| 3 | INTC | Intel Corporation | 4.02% |
| 4 | CSCO | Cisco Systems, Inc. | 3.59% |
| 5 | JNJ | Johnson & Johnson | 3.22% |
| 6 | AMAT | Applied Materials, Inc. | 3.02% |
| 7 | PANW | Palo Alto Networks, Inc. | 2.75% |
| 8 | GOOGL | Alphabet Inc. | 2.74% |
| 9 | XOM | ExxonMobil Holdings Corporation | 2.69% |
| 10 | SNDK | Sandisk Corporation | 2.62% |
| 11 | LRCX | Lam Research Corporation | 2.31% |
| 12 | GOOG | Alphabet Inc. | 2.16% |
| 13 | MRVL | Marvell Technology, Inc. | 2.09% |
| 14 | DELL | Dell Technologies Inc. | 2.06% |
| 15 | CAT | Caterpillar Inc. | 2.05% |
| 16 | STX | Seagate Technology Holdings plc | 1.98% |
| 17 | UNH | UnitedHealth Group Incorporated | 1.95% |
| 18 | KO | The Coca-Cola Company | 1.86% |
| 19 | MRK | Merck & Co., Inc. | 1.77% |
| 20 | CRWD | CrowdStrike Holdings, Inc. | 1.70% |
| 21 | WDC | Western Digital Corporation | 1.59% |
| 22 | GEV | GE Vernova Inc. | 1.54% |
| 23 | CVX | Chevron Corporation | 1.47% |
| 24 | MPC | Marathon Petroleum Corporation | 1.25% |
| 25 | TXN | Texas Instruments Incorporated | 1.24% |
| View MTUM holdings | |||
| USMV - iShares MSCI USA Min Vol Factor ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | MSFT | Microsoft Corporation | 1.68% |
| 2 | APH | Amphenol Corporation | 1.66% |
| 3 | NVDA | NVIDIA Corporation | 1.56% |
| 4 | XOM | ExxonMobil Holdings Corporation | 1.51% |
| 5 | CB | Chubb Limited | 1.49% |
| 6 | WELL | Welltower Inc. | 1.47% |
| 7 | BRK.B | Berkshire Hathaway Inc. | 1.46% |
| 8 | JNJ | Johnson & Johnson | 1.45% |
| 9 | MCK | McKesson Corporation | 1.44% |
| 10 | MRK | Merck & Co., Inc. | 1.44% |
| 11 | CSCO | Cisco Systems, Inc. | 1.43% |
| 12 | MSI | Motorola Solutions, Inc. | 1.39% |
| 13 | VRTX | Vertex Pharmaceuticals Incorporated | 1.34% |
| 14 | DUK | Duke Energy Corporation | 1.33% |
| 15 | SO | The Southern Company | 1.30% |
| 16 | KO | The Coca-Cola Company | 1.28% |
| 17 | MA | Mastercard Incorporated | 1.28% |
| 18 | COR | Cencora, Inc. | 1.28% |
| 19 | WM | Waste Management, Inc. | 1.26% |
| 20 | VZ | Verizon Communications Inc. | 1.25% |
| 21 | RSG | Republic Services, Inc. | 1.25% |
| 22 | ED | Consolidated Edison, Inc. | 1.19% |
| 23 | PLTR | Palantir Technologies Inc. | 1.16% |
| 24 | TSX: WCN | Waste Connections, Inc. | 1.13% |
| 25 | CRM | Salesforce, Inc. | 1.10% |
| View USMV holdings | |||
| VUG - Vanguard Morningstar Growth ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 13.62% |
| 2 | AAPL | Apple Inc. | 12.49% |
| 3 | MSFT | Microsoft Corporation | 10.12% |
| 4 | GOOGL | Alphabet Inc. | 5.34% |
| 5 | AMZN | Amazon.com, Inc. | 4.76% |
| 6 | GOOG | Alphabet Inc. | 4.21% |
| 7 | AVGO | Broadcom Inc. | 4.10% |
| 8 | META | Meta Platforms, Inc. | 3.39% |
| 9 | TSLA | Tesla, Inc. | 2.79% |
| 10 | LLY | Eli Lilly and Company | 2.64% |
| 11 | AMD | Advanced Micro Devices, Inc. | 2.07% |
| 12 | V | Visa Inc. | 1.66% |
| 13 | MA | Mastercard Incorporated | 1.27% |
| 14 | COST | Costco Wholesale Corporation | 1.14% |
| 15 | PLTR | Palantir Technologies Inc. | 1.11% |
| 16 | LRCX | Lam Research Corporation | 1.02% |
| 17 | AMAT | Applied Materials, Inc. | 0.99% |
| 18 | NFLX | Netflix, Inc. | 0.93% |
| 19 | PANW | Palo Alto Networks, Inc. | 0.86% |
| 20 | ORCL | Oracle Corporation | 0.70% |
| 21 | GEV | GE Vernova Inc. | 0.66% |
| 22 | SNDK | Sandisk Corporation | 0.64% |
| 23 | KLAC | KLA Corporation | 0.63% |
| 24 | CRWD | CrowdStrike Holdings, Inc. | 0.62% |
| 25 | ANET | Arista Networks, Inc. | 0.58% |
| View VUG holdings | |||
| QUAL - iShares MSCI USA Quality Factor ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | MSFT | Microsoft Corporation | 8.13% |
| 2 | AAPL | Apple Inc. | 7.13% |
| 3 | NVDA | NVIDIA Corporation | 6.47% |
| 4 | META | Meta Platforms, Inc. | 4.91% |
| 5 | LLY | Eli Lilly and Company | 3.61% |
| 6 | LRCX | Lam Research Corporation | 3.49% |
| 7 | TJX | The TJX Companies, Inc. | 3.47% |
| 8 | V | Visa Inc. | 3.33% |
| 9 | AMAT | Applied Materials, Inc. | 2.76% |
| 10 | KLAC | KLA Corporation | 2.41% |
| 11 | XOM | ExxonMobil Holdings Corporation | 2.38% |
| 12 | MA | Mastercard Incorporated | 2.34% |
| 13 | GOOGL | Alphabet Inc. | 1.98% |
| 14 | JNJ | Johnson & Johnson | 1.94% |
| 15 | BRK.B | Berkshire Hathaway Inc. | 1.82% |
| 16 | NFLX | Netflix, Inc. | 1.64% |
| 17 | GOOG | Alphabet Inc. | 1.55% |
| 18 | ANET | Arista Networks, Inc. | 1.52% |
| 19 | ROST | Ross Stores, Inc. | 1.36% |
| 20 | FTNT | Fortinet, Inc. | 1.32% |
| 21 | MRK | Merck & Co., Inc. | 1.32% |
| 22 | ADP | Automatic Data Processing, Inc. | 1.19% |
| 23 | COST | Costco Wholesale Corporation | 1.08% |
| 24 | LIN | Linde plc | 1.01% |
| 25 | WMT | Walmart Inc. | 0.97% |
| View QUAL holdings | |||