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RWR and DFAR share 80.5% of their holdings.
| Side by side | ICF | RWR | DFAR |
|---|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.32% | 0.25% | 0.22% |
| Cost per year on $10k | $32 | $25 | $22 |
| Trailing 12-mo yield | 2.62% | 3.48% | 3.42% |
| Income per year on $10k | $262 | $348 | $342 |
| YTD | +13.3% | +13.0% | +13.1% |
| 1 year | +11.3% | +12.1% | +11.4% |
| 3 years · per year | +14.2% | +15.1% | +13.8% |
| 5 years · per year | +1.7% | +2.8% | — |
| Worst drop · 1Y | −10.6% | −12.8% | −11.5% |
| Volatility · 1Y | 14.3% | 14.0% | 13.8% |
| Holdings | 30 | 97 | 132 |
| Assets | $2.0B | $1.8B | $8.4B |
| Leverage | None | None | None |
| Since | 2001 | 2001 | 1993 |
Highlighted = best in the row. Returns include dividends.