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SRET and REZ share 6.8% of their holdings.
| Side by side | SRET | REZ |
|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Real estate |
| Expense ratio | 0.58% | 0.48% |
| Cost per year on $10k | $58 | $48 |
| Trailing 12-mo yield | 9.48% | 2.16% |
| Income per year on $10k | $948 | $216 |
| YTD | −1.6% | +10.5% |
| 1 year | −0.1% | +10.9% |
| 3 years · per year | +11.4% | +15.0% |
| 5 years · per year | +0.1% | +2.5% |
| Worst drop · 1Y | −15.5% | −12.9% |
| Volatility · 1Y | 12.5% | 16.1% |
| Holdings | 29 | 36 |
| Assets | $199M | $781M |
| Leverage | None | None |
| Since | 2015 | 2007 |
Highlighted = best in the row. Returns include dividends.