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HAUS and REZ share 57.3% of their holdings.
| Side by side | HAUS | REZ |
|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.60% | 0.48% |
| Cost per year on $10k | $60 | $48 |
| Trailing 12-mo yield | 3.31% | 2.11% |
| Income per year on $10k | $331 | $211 |
| YTD | +2.2% | +13.2% |
| 1 year | +7.1% | +15.4% |
| 3 years · per year | +10.8% | +16.6% |
| 5 years · per year | — | +3.0% |
| Worst drop · 1Y | −13.4% | −12.9% |
| Volatility · 1Y | 14.9% | 16.0% |
| Holdings | 10 | 36 |
| Assets | $7M | $805M |
| Leverage | None | None |
| Since | 2022 | 2007 |
Highlighted = best in the row. Returns include dividends.