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FREL and RNTY share 58.7% of their holdings.
| Side by side | FREL | PPTY | RNTY |
|---|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate | Income · Dividend stocks |
| Expense ratio | 0.08% | 0.53% | 0.99% |
| Cost per year on $10k | $8 | $53 | $99 |
| Trailing 12-mo yield | 3.37% | 2.56% | 12.47% |
| Income per year on $10k | $337 | $256 | $1,247 |
| YTD | +10.2% | +10.1% | +7.0% |
| 1 year | +10.7% | +11.8% | +9.0% |
| 3 years · per year | +13.7% | +12.1% | — |
| 5 years · per year | +1.0% | +0.7% | — |
| Worst drop · 1Y | −11.6% | −12.3% | −7.9% |
| Volatility · 1Y | 13.8% | 13.6% | 11.1% |
| Holdings | 147 | 0 | 0 |
| Assets | $1.4B | $23M | $5M |
| Leverage | None | None | None |
| Since | 2015 | 2018 | 2025 |
Highlighted = best in the row. Returns include dividends.