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INDS and CSRE share 17.2% of their holdings.
| Side by side | INDS | CSRE |
|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.49% | 0.70% |
| Cost per year on $10k | $49 | $70 |
| Trailing 12-mo yield | 4.48% | 2.04% |
| Income per year on $10k | $448 | $204 |
| YTD | +8.8% | +11.8% |
| 1 year | +4.7% | +10.9% |
| 3 years · per year | +9.8% | — |
| 5 years · per year | −1.4% | — |
| Worst drop · 1Y | −12.2% | −10.6% |
| Volatility · 1Y | 15.6% | 13.8% |
| Holdings | 40 | 43 |
| Assets | $102M | $22M |
| Leverage | None | None |
| Since | 2018 | 2025 |
Highlighted = best in the row. Returns include dividends.