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RIET and BLDG share 20.4% of their holdings.
| Side by side | SMLL | RIET | BLDG |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | Income · Dividend stocks | Sectors · Real estate |
| Expense ratio | 0.80% | 0.50% | 0.59% |
| Cost per year on $10k | $80 | $50 | $59 |
| Trailing 12-mo yield | 2.08% | 12.35% | 5.59% |
| Income per year on $10k | $208 | $1,235 | $560 |
| YTD | +14.0% | −3.0% | +7.2% |
| 1 year | +11.3% | +0.5% | +7.4% |
| 3 years · per year | — | +8.1% | +12.0% |
| 5 years · per year | — | −2.9% | +2.0% |
| Worst drop · 1Y | −12.1% | −17.4% | −10.7% |
| Volatility · 1Y | 17.2% | 13.7% | 11.7% |
| Holdings | 51 | 100 | 76 |
| Assets | $14M | $97M | $51M |
| Leverage | None | None | None |
| Since | 2024 | 2021 | 2020 |
Highlighted = best in the row. Returns include dividends.