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RWR and XLRE share 67.6% of their holdings.
| Side by side | RWR | XLRE |
|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.25% | 0.08% |
| Cost per year on $10k | $25 | $8 |
| Trailing 12-mo yield | 3.48% | 3.35% |
| Income per year on $10k | $348 | $335 |
| YTD | +13.0% | +9.3% |
| 1 year | +12.1% | +6.7% |
| 3 years · per year | +15.1% | +13.2% |
| 5 years · per year | +2.8% | +1.5% |
| Worst drop · 1Y | −12.8% | −11.1% |
| Volatility · 1Y | 14.0% | 14.4% |
| Holdings | 97 | 30 |
| Assets | $1.8B | $8.1B |
| Leverage | None | None |
| Since | 2001 | 2015 |
Highlighted = best in the row. Returns include dividends.