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REAI and DTRE share 50.8% of their holdings.
| Side by side | REAI | DTRE |
|---|---|---|
| Strategy | Sectors · Real estate | Thematic · Disruptive tech |
| Expense ratio | 0.59% | 0.60% |
| Cost per year on $10k | $59 | $60 |
| Trailing 12-mo yield | 2.40% | 4.00% |
| Income per year on $10k | $240 | $400 |
| YTD | +9.3% | +7.4% |
| 1 year | +4.0% | +7.4% |
| 3 years · per year | +9.6% | +8.2% |
| 5 years · per year | — | −1.8% |
| Worst drop · 1Y | −10.2% | −9.6% |
| Volatility · 1Y | 14.6% | 13.6% |
| Holdings | 0 | 30 |
| Assets | $1M | $14M |
| Leverage | None | None |
| Since | 2023 | 2007 |
Highlighted = best in the row. Returns include dividends.