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SRET and RIET share 31.3% of their holdings.
| Side by side | DESK | SRET | PPTY | RIET |
|---|---|---|---|---|
| Strategy | Sectors · Real estate | Income · Dividend stocks | Sectors · Real estate | Income · Dividend stocks |
| Expense ratio | 0.51% | 0.58% | 0.53% | 0.50% |
| Cost per year on $10k | $51 | $58 | $53 | $50 |
| Trailing 12-mo yield | 5.06% | 9.48% | 2.59% | 12.33% |
| Income per year on $10k | $506 | $948 | $259 | $1,233 |
| YTD | +7.5% | −1.6% | +8.9% | −2.9% |
| 1 year | −0.8% | −0.1% | +8.4% | −1.8% |
| 3 years · per year | +13.5% | +11.4% | +11.4% | +7.8% |
| 5 years · per year | — | +0.1% | +0.6% | −2.9% |
| Worst drop · 1Y | −19.6% | −15.5% | −12.3% | −17.4% |
| Volatility · 1Y | 20.8% | 12.5% | 13.8% | 13.7% |
| Holdings | 26 | 29 | 0 | 100 |
| Assets | $6M | $199M | $22M | $97M |
| Leverage | None | None | None | None |
| Since | 2023 | 2015 | 2018 | 2021 |
Highlighted = best in the row. Returns include dividends.