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HAUS and REZ share 57.3% of their holdings.
| Side by side | HAUS | REZ | REIT |
|---|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.60% | 0.48% | 0.68% |
| Cost per year on $10k | $60 | $48 | $68 |
| Trailing 12-mo yield | 3.35% | 2.16% | 3.00% |
| Income per year on $10k | $336 | $216 | $300 |
| YTD | +0.8% | +10.5% | +13.0% |
| 1 year | +3.7% | +10.9% | +11.6% |
| 3 years · per year | +9.4% | +15.0% | +13.6% |
| 5 years · per year | — | +2.5% | +3.1% |
| Worst drop · 1Y | −13.4% | −12.9% | −11.5% |
| Volatility · 1Y | 15.4% | 16.1% | 13.5% |
| Holdings | 10 | 36 | 30 |
| Assets | $7M | $781M | $54M |
| Leverage | None | None | None |
| Since | 2022 | 2007 | 2021 |
Highlighted = best in the row. Returns include dividends.