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DTRE and WTRE share 49.9% of their holdings.
| Side by side | DTRE | WTRE |
|---|---|---|
| Strategy | Thematic · Disruptive tech | Sectors · Real estate |
| Expense ratio | 0.60% | 0.58% |
| Cost per year on $10k | $60 | $58 |
| Trailing 12-mo yield | 4.00% | 2.64% |
| Income per year on $10k | $400 | $264 |
| YTD | +7.3% | +4.7% |
| 1 year | +5.9% | −4.4% |
| 3 years · per year | +8.5% | +16.1% |
| 5 years · per year | −1.7% | −1.0% |
| Worst drop · 1Y | −9.6% | −20.6% |
| Volatility · 1Y | 13.8% | 21.2% |
| Holdings | 31 | 63 |
| Assets | $14M | $14M |
| Leverage | None | None |
| Since | 2007 | 2007 |
Highlighted = best in the row. Returns include dividends.