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DTRE and INDS share 36.5% of their holdings.
| Side by side | DTRE | INDS |
|---|---|---|
| Strategy | Thematic · Disruptive tech | Sectors · Real estate |
| Expense ratio | 0.60% | 0.49% |
| Cost per year on $10k | $60 | $49 |
| Trailing 12-mo yield | 4.00% | 4.37% |
| Income per year on $10k | $400 | $437 |
| YTD | +7.4% | +11.6% |
| 1 year | +7.4% | +10.8% |
| 3 years · per year | +8.2% | +11.3% |
| 5 years · per year | −1.8% | −1.0% |
| Worst drop · 1Y | −9.6% | −12.2% |
| Volatility · 1Y | 13.6% | 15.6% |
| Holdings | 30 | 39 |
| Assets | $14M | $104M |
| Leverage | None | None |
| Since | 2007 | 2018 |
Highlighted = best in the row. Returns include dividends.