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RWO and NURE share 17.9% of their holdings.
| Side by side | RWO | INDS | NURE |
|---|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate | Unsorted |
| Expense ratio | 0.50% | 0.49% | 0.35% |
| Cost per year on $10k | $50 | $49 | $35 |
| Trailing 12-mo yield | 3.39% | 4.37% | 4.04% |
| Income per year on $10k | $339 | $437 | $404 |
| YTD | +9.5% | +11.6% | +18.2% |
| 1 year | +10.4% | +10.8% | +22.9% |
| 3 years · per year | +14.0% | +11.3% | +12.2% |
| 5 years · per year | +1.2% | −1.0% | +0.5% |
| Worst drop · 1Y | −11.3% | −12.2% | −11.3% |
| Volatility · 1Y | 12.9% | 15.6% | 15.6% |
| Holdings | 224 | 39 | 29 |
| Assets | $1.2B | $104M | $32M |
| Leverage | None | None | None |
| Since | 2008 | 2018 | 2016 |
Highlighted = best in the row. Returns include dividends.