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RWR and USRT share 88.4% of their holdings.
| Side by side | RWR | ICF | USRT |
|---|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.25% | 0.32% | 0.08% |
| Cost per year on $10k | $25 | $32 | $8 |
| Trailing 12-mo yield | 3.43% | 2.60% | 2.72% |
| Income per year on $10k | $343 | $260 | $272 |
| YTD | +14.4% | +14.2% | +15.1% |
| 1 year | +15.6% | +14.0% | +15.5% |
| 3 years · per year | +16.0% | +14.4% | +16.1% |
| 5 years · per year | +2.9% | +1.7% | +3.5% |
| Worst drop · 1Y | −12.8% | −10.6% | −12.4% |
| Volatility · 1Y | 13.9% | 14.0% | 13.6% |
| Holdings | 97 | 30 | 122 |
| Assets | $1.8B | $2.0B | $4.3B |
| Leverage | None | None | None |
| Since | 2001 | 2001 | 2007 |
Highlighted = best in the row. Returns include dividends.