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EVNT and RTRE share 0.2% of their holdings.
| Side by side | EVNT | RTRE |
|---|---|---|
| Strategy | Unsorted | Bonds & Cash · Core aggregate |
| Expense ratio | 1.27% | 1.33% |
| Cost per year on $10k | $127 | $133 |
| Trailing 12-mo yield | 4.48% | 4.71% |
| Income per year on $10k | $448 | $472 |
| YTD | +6.8% | −1.6% |
| 1 year | +9.1% | −1.3% |
| 3 years · per year | +11.2% | — |
| 5 years · per year | +5.2% | — |
| Worst drop · 1Y | −1.9% | −6.2% |
| Volatility · 1Y | 5.2% | 4.6% |
| Holdings | 55 | 165 |
| Assets | $13M | $58M |
| Leverage | None | None |
| Since | 2014 | 2024 |
Highlighted = best in the row. Returns include dividends.