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XLRE and SPHD share 16.3% of their holdings.
| Side by side | XLRE | SPHD |
|---|---|---|
| Strategy | Sectors · Real estate | Income · Dividend stocks |
| Expense ratio | 0.08% | 0.30% |
| Cost per year on $10k | $8 | $30 |
| Trailing 12-mo yield | 3.35% | 4.81% |
| Income per year on $10k | $335 | $481 |
| YTD | +9.3% | +11.6% |
| 1 year | +6.7% | +12.3% |
| 3 years · per year | +13.2% | +15.1% |
| 5 years · per year | +1.5% | +7.8% |
| Worst drop · 1Y | −11.1% | −9.8% |
| Volatility · 1Y | 14.4% | 12.2% |
| Holdings | 30 | 54 |
| Assets | $8.1B | $3.4B |
| Leverage | None | None |
| Since | 2015 | 2012 |
Highlighted = best in the row. Returns include dividends.