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BKGI and SRET share 4.4% of their holdings.
| Side by side | BKGI | SRET |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.65% | 0.58% |
| Cost per year on $10k | $65 | $58 |
| Trailing 12-mo yield | 3.04% | 9.37% |
| Income per year on $10k | $304 | $937 |
| YTD | +8.0% | −0.5% |
| 1 year | +10.0% | +3.0% |
| 3 years · per year | +22.7% | +12.5% |
| 5 years · per year | — | +0.2% |
| Worst drop · 1Y | −10.5% | −15.5% |
| Volatility · 1Y | 11.8% | 12.5% |
| Holdings | 37 | 32 |
| Assets | $1.9B | $199M |
| Leverage | None | None |
| Since | 2022 | 2015 |
Highlighted = best in the row. Returns include dividends.