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RWR and RWO share 71.8% of their holdings.
| Side by side | RWR | RWO | INDS |
|---|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.25% | 0.50% | 0.49% |
| Cost per year on $10k | $25 | $50 | $49 |
| Trailing 12-mo yield | 3.43% | 3.39% | 4.37% |
| Income per year on $10k | $343 | $339 | $437 |
| YTD | +14.4% | +9.5% | +11.6% |
| 1 year | +15.6% | +10.4% | +10.8% |
| 3 years · per year | +16.0% | +14.0% | +11.3% |
| 5 years · per year | +2.9% | +1.2% | −1.0% |
| Worst drop · 1Y | −12.8% | −11.3% | −12.2% |
| Volatility · 1Y | 13.9% | 12.9% | 15.6% |
| Holdings | 97 | 224 | 39 |
| Assets | $1.8B | $1.2B | $104M |
| Leverage | None | None | None |
| Since | 2001 | 2008 | 2018 |
Highlighted = best in the row. Returns include dividends.