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REZ and REIT share 34.0% of their holdings.
| Side by side | REZ | REIT |
|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.48% | 0.68% |
| Cost per year on $10k | $48 | $68 |
| Trailing 12-mo yield | 2.11% | 2.98% |
| Income per year on $10k | $211 | $298 |
| YTD | +13.2% | +14.0% |
| 1 year | +15.4% | +14.4% |
| 3 years · per year | +16.6% | +14.3% |
| 5 years · per year | +3.0% | +3.2% |
| Worst drop · 1Y | −12.9% | −11.5% |
| Volatility · 1Y | 16.0% | 13.3% |
| Holdings | 36 | 30 |
| Assets | $818M | $55M |
| Leverage | None | None |
| Since | 2007 | 2021 |
Highlighted = best in the row. Returns include dividends.