Loading…
SPRE and REZ share 20.2% of their holdings.
| Side by side | SPRE | REZ | FREI |
|---|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate | Income · Dividend stocks |
| Expense ratio | 0.50% | 0.48% | 0.76% |
| Cost per year on $10k | $50 | $48 | $76 |
| Trailing 12-mo yield | 4.29% | 2.11% | 1.92% |
| Income per year on $10k | $430 | $211 | $192 |
| YTD | −1.7% | +13.2% | — |
| 1 year | −0.4% | +15.4% | — |
| 3 years · per year | +8.3% | +16.6% | — |
| 5 years · per year | −2.3% | +3.0% | — |
| Worst drop · 1Y | −14.9% | −12.9% | — |
| Volatility · 1Y | 12.7% | 16.0% | — |
| Holdings | 10 | 36 | 0 |
| Assets | $197M | $818M | $47M |
| Leverage | None | None | None |
| Since | 2020 | 2007 | 2026 |
Highlighted = best in the row. Returns include dividends.