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USRT and BBRE share 86.7% of their holdings.
| Side by side | USRT | BBRE | RITA | REAI |
|---|---|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.08% | 0.11% | 0.50% | 0.59% |
| Cost per year on $10k | $8 | $11 | $50 | $59 |
| Trailing 12-mo yield | 2.75% | 2.84% | 2.75% | 2.39% |
| Income per year on $10k | $275 | $284 | $275 | $239 |
| YTD | +14.0% | +13.5% | +7.9% | +9.7% |
| 1 year | +12.5% | +11.7% | +6.5% | +2.4% |
| 3 years · per year | +15.3% | +14.9% | +10.0% | +8.8% |
| 5 years · per year | +3.4% | +3.1% | — | — |
| Worst drop · 1Y | −12.4% | −12.5% | −11.1% | −10.2% |
| Volatility · 1Y | 13.7% | 14.0% | 13.7% | 14.7% |
| Holdings | 123 | 102 | 54 | 0 |
| Assets | $4.3B | $1.3B | $7M | $1M |
| Leverage | None | None | None | None |
| Since | 2007 | 2018 | 2021 | 2023 |
Highlighted = best in the row. Returns include dividends.