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IYR and SCHH share 87.6% of their holdings.
| Side by side | RWR | IYR | SCHH |
|---|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.25% | 0.37% | 0.07% |
| Cost per year on $10k | $25 | $37 | $7 |
| Trailing 12-mo yield | 3.43% | 2.36% | 2.91% |
| Income per year on $10k | $343 | $236 | $291 |
| YTD | +14.4% | +9.1% | +13.8% |
| 1 year | +15.6% | +9.5% | +14.3% |
| 3 years · per year | +16.0% | +13.3% | +14.4% |
| 5 years · per year | +2.9% | +0.9% | +1.9% |
| Worst drop · 1Y | −12.8% | −11.8% | −11.9% |
| Volatility · 1Y | 13.9% | 14.0% | 13.9% |
| Holdings | 97 | 58 | 122 |
| Assets | $1.8B | $4.0B | $11.0B |
| Leverage | None | None | None |
| Since | 2001 | 2000 | 2011 |
Highlighted = best in the row. Returns include dividends.