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RWX and ERTH share 10.2% of their holdings.
| Side by side | RWX | ERTH |
|---|---|---|
| Strategy | Sectors · Real estate | Unsorted |
| Expense ratio | 0.59% | 0.68% |
| Cost per year on $10k | $59 | $68 |
| Trailing 12-mo yield | 4.19% | 2.02% |
| Income per year on $10k | $419 | $202 |
| YTD | −5.1% | −11.4% |
| 1 year | −5.2% | −14.0% |
| 3 years · per year | +7.9% | +2.4% |
| 5 years · per year | −2.7% | −8.6% |
| Worst drop · 1Y | −15.5% | −19.8% |
| Volatility · 1Y | 13.6% | 17.0% |
| Holdings | 126 | 178 |
| Assets | $229M | $120M |
| Leverage | None | None |
| Since | 2006 | 2006 |
Highlighted = best in the row. Returns include dividends.