Loading…
RWR and USRT share 88.1% of their holdings.
| Side by side | ICF | RWR | USRT |
|---|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.32% | 0.25% | 0.08% |
| Cost per year on $10k | $32 | $25 | $8 |
| Trailing 12-mo yield | 2.62% | 3.48% | 2.75% |
| Income per year on $10k | $262 | $348 | $275 |
| YTD | +13.3% | +13.0% | +14.0% |
| 1 year | +11.3% | +12.1% | +12.5% |
| 3 years · per year | +14.2% | +15.1% | +15.3% |
| 5 years · per year | +1.7% | +2.8% | +3.4% |
| Worst drop · 1Y | −10.6% | −12.8% | −12.4% |
| Volatility · 1Y | 14.3% | 14.0% | 13.7% |
| Holdings | 30 | 97 | 123 |
| Assets | $2.0B | $1.8B | $4.3B |
| Leverage | None | None | None |
| Since | 2001 | 2001 | 2007 |
Highlighted = best in the row. Returns include dividends.