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HAUZ and IFGL share 71.4% of their holdings.
| Side by side | HAUZ | IFGL |
|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.10% | 0.50% |
| Cost per year on $10k | $10 | $50 |
| Trailing 12-mo yield | 3.77% | 4.51% |
| Income per year on $10k | $377 | $451 |
| YTD | −5.7% | −5.7% |
| 1 year | −4.2% | −3.6% |
| 3 years · per year | +9.7% | +10.0% |
| 5 years · per year | −2.2% | −3.2% |
| Worst drop · 1Y | −17.8% | −18.1% |
| Volatility · 1Y | 14.1% | 14.0% |
| Holdings | 410 | 258 |
| Assets | $1.1B | $80M |
| Leverage | None | None |
| Since | 2013 | 2007 |
Highlighted = best in the row. Returns include dividends.