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TSRS and SRET share 7.5% of their holdings.
| Side by side | TSRS | SRET |
|---|---|---|
| Strategy | Sectors · Real estate | Income · Dividend stocks |
| Expense ratio | 0.65% | 0.58% |
| Cost per year on $10k | $65 | $58 |
| Trailing 12-mo yield | 2.98% | 9.48% |
| Income per year on $10k | $298 | $948 |
| YTD | +3.2% | −1.6% |
| 1 year | — | −0.1% |
| 3 years · per year | — | +11.4% |
| 5 years · per year | — | +0.1% |
| Worst drop · 1Y | — | −15.5% |
| Volatility · 1Y | — | 12.5% |
| Holdings | 27 | 29 |
| Assets | $2M | $199M |
| Leverage | None | None |
| Since | 2025 | 2015 |
Highlighted = best in the row. Returns include dividends.