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RWR and VNQ share 73.9% of their holdings.
| Side by side | RWR | VNQ |
|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.25% | 0.13% |
| Cost per year on $10k | $25 | $13 |
| Trailing 12-mo yield | 3.43% | 3.58% |
| Income per year on $10k | $343 | $358 |
| YTD | +14.4% | +10.5% |
| 1 year | +15.6% | +10.9% |
| 3 years · per year | +16.0% | +13.9% |
| 5 years · per year | +2.9% | +1.1% |
| Worst drop · 1Y | −12.8% | −11.4% |
| Volatility · 1Y | 13.9% | 13.7% |
| Holdings | 97 | 158 |
| Assets | $1.8B | $66.4B |
| Leverage | None | None |
| Since | 2001 | 2004 |
Highlighted = best in the row. Returns include dividends.