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SRET and RIET share 32.5% of their holdings.
| Side by side | DES | SRET | RIET |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.38% | 0.58% | 0.50% |
| Cost per year on $10k | $38 | $58 | $50 |
| Trailing 12-mo yield | 2.29% | 9.48% | 12.33% |
| Income per year on $10k | $229 | $948 | $1,233 |
| YTD | +20.0% | −1.6% | −2.9% |
| 1 year | +20.9% | −0.1% | −1.8% |
| 3 years · per year | +16.7% | +11.4% | +7.8% |
| 5 years · per year | +7.1% | +0.1% | −2.9% |
| Worst drop · 1Y | −8.7% | −15.5% | −17.4% |
| Volatility · 1Y | 14.3% | 12.5% | 13.7% |
| Holdings | 586 | 29 | 100 |
| Assets | $2.1B | $199M | $97M |
| Leverage | None | None | None |
| Since | 2006 | 2015 | 2021 |
Highlighted = best in the row. Returns include dividends.