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HAUZ and RWX share 28.3% of their holdings.
| Side by side | HAUZ | DFIS | RWX |
|---|---|---|---|
| Strategy | Sectors · Real estate | International · Ex-US broad | Sectors · Real estate |
| Expense ratio | 0.10% | 0.39% | 0.59% |
| Cost per year on $10k | $10 | $39 | $59 |
| Trailing 12-mo yield | 3.82% | 2.20% | 4.19% |
| Income per year on $10k | $382 | $220 | $419 |
| YTD | −6.8% | +11.3% | −5.1% |
| 1 year | −6.8% | +15.3% | −5.2% |
| 3 years · per year | +8.7% | +22.7% | +7.9% |
| 5 years · per year | −2.3% | — | −2.7% |
| Worst drop · 1Y | −17.8% | −12.5% | −15.5% |
| Volatility · 1Y | 14.1% | 15.3% | 13.6% |
| Holdings | 410 | 3,463 | 126 |
| Assets | $1.0B | $5.8B | $229M |
| Leverage | None | None | None |
| Since | 2013 | 2022 | 2006 |
Highlighted = best in the row. Returns include dividends.