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SRET and RIET share 32.5% of their holdings.
| Side by side | DES | SRET | RIET |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.38% | 0.58% | 0.50% |
| Cost per year on $10k | $38 | $58 | $50 |
| Trailing 12-mo yield | 2.28% | 9.37% | 12.35% |
| Income per year on $10k | $228 | $937 | $1,235 |
| YTD | +20.5% | −0.5% | −3.0% |
| 1 year | +24.5% | +3.0% | +0.5% |
| 3 years · per year | +16.9% | +12.5% | +8.1% |
| 5 years · per year | +7.0% | +0.2% | −2.9% |
| Worst drop · 1Y | −8.7% | −15.5% | −17.4% |
| Volatility · 1Y | 14.2% | 12.5% | 13.7% |
| Holdings | 586 | 32 | 100 |
| Assets | $2.1B | $199M | $97M |
| Leverage | None | None | None |
| Since | 2006 | 2015 | 2021 |
Highlighted = best in the row. Returns include dividends.