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ICF and XLRE share 84.3% of their holdings.
| Side by side | ICF | XLRE | USRT |
|---|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.32% | 0.08% | 0.08% |
| Cost per year on $10k | $32 | $8 | $8 |
| Trailing 12-mo yield | 2.60% | 3.31% | 2.72% |
| Income per year on $10k | $260 | $331 | $272 |
| YTD | +14.2% | +10.7% | +15.1% |
| 1 year | +14.0% | +10.5% | +15.5% |
| 3 years · per year | +14.4% | +13.7% | +16.1% |
| 5 years · per year | +1.7% | +1.6% | +3.5% |
| Worst drop · 1Y | −10.6% | −11.1% | −12.4% |
| Volatility · 1Y | 14.0% | 14.2% | 13.6% |
| Holdings | 30 | 30 | 122 |
| Assets | $2.0B | $8.1B | $4.3B |
| Leverage | None | None | None |
| Since | 2001 | 2015 | 2007 |
Highlighted = best in the row. Returns include dividends.