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REIT and CRIB share 41.1% of their holdings.
| Side by side | REZ | REIT | CRIB |
|---|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.48% | 0.68% | 0.49% |
| Cost per year on $10k | $48 | $68 | $49 |
| Trailing 12-mo yield | 2.11% | 2.98% | 0.00% |
| Income per year on $10k | $211 | $298 | $0 |
| 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 | 0 |
| Assets | $818M | $55M | $54M |
| Leverage | None | None | None |
| Since | 2007 | 2021 | 2026 |
Highlighted = best in the row. Returns include dividends.