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HAUZ and VNQI share 72.4% of their holdings.
| Side by side | HAUZ | VNQI | RWX | ERTH |
|---|---|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate | Sectors · Real estate | Unsorted |
| Expense ratio | 0.10% | 0.12% | 0.59% | 0.68% |
| Cost per year on $10k | $10 | $12 | $59 | $68 |
| Trailing 12-mo yield | 3.82% | 5.05% | 4.19% | 2.02% |
| Income per year on $10k | $382 | $505 | $419 | $202 |
| YTD | −6.8% | −6.9% | −5.1% | −11.4% |
| 1 year | −6.8% | −7.2% | −5.2% | −14.0% |
| 3 years · per year | +8.7% | +9.4% | +7.9% | +2.4% |
| 5 years · per year | −2.3% | −2.1% | −2.7% | −8.6% |
| Worst drop · 1Y | −17.8% | −17.6% | −15.5% | −19.8% |
| Volatility · 1Y | 14.1% | 14.0% | 13.6% | 17.0% |
| Holdings | 410 | 682 | 126 | 178 |
| Assets | $1.0B | $3.6B | $229M | $120M |
| Leverage | None | None | None | None |
| Since | 2013 | 2010 | 2006 | 2006 |
Highlighted = best in the row. Returns include dividends.