Loading…
RWO and NURE share 17.9% of their holdings.
| Side by side | RWO | INDS | NURE |
|---|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate | Unsorted |
| Expense ratio | 0.50% | 0.49% | 0.35% |
| Cost per year on $10k | $50 | $49 | $35 |
| Trailing 12-mo yield | 3.43% | 4.48% | 4.11% |
| Income per year on $10k | $343 | $448 | $411 |
| YTD | +8.3% | +8.8% | +16.3% |
| 1 year | +7.4% | +4.7% | +18.0% |
| 3 years · per year | +13.1% | +9.8% | +10.8% |
| 5 years · per year | +1.0% | −1.4% | +0.4% |
| Worst drop · 1Y | −11.3% | −12.2% | −11.3% |
| Volatility · 1Y | 13.1% | 15.6% | 15.7% |
| Holdings | 224 | 40 | 29 |
| Assets | $1.2B | $102M | $31M |
| Leverage | None | None | None |
| Since | 2008 | 2018 | 2016 |
Highlighted = best in the row. Returns include dividends.