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IYR and SCHH share 87.5% of their holdings.
| Side by side | DTCR | IYR | SCHH |
|---|---|---|---|
| Strategy | Thematic · Infrastructure | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.50% | 0.37% | 0.07% |
| Cost per year on $10k | $50 | $37 | $7 |
| Trailing 12-mo yield | 0.94% | 2.40% | 2.94% |
| Income per year on $10k | $94 | $240 | $294 |
| YTD | +25.4% | +7.6% | +12.5% |
| 1 year | +18.4% | +5.7% | +10.9% |
| 3 years · per year | +30.7% | +12.6% | +13.9% |
| 5 years · per year | +10.4% | +0.7% | +1.9% |
| Worst drop · 1Y | −22.9% | −11.8% | −11.9% |
| Volatility · 1Y | 26.1% | 14.2% | 14.1% |
| Holdings | 25 | 58 | 122 |
| Assets | $2.0B | $4.0B | $10.8B |
| Leverage | None | None | None |
| Since | 2020 | 2000 | 2011 |
Highlighted = best in the row. Returns include dividends.