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IWN and REIT share 2.5% of their holdings.
| Side by side | IWN | REIT |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Sectors · Real estate |
| Expense ratio | 0.24% | 0.68% |
| Cost per year on $10k | $24 | $68 |
| Trailing 12-mo yield | 1.50% | 3.00% |
| Income per year on $10k | $150 | $300 |
| YTD | +20.9% | +13.0% |
| 1 year | +22.2% | +11.6% |
| 3 years · per year | +21.4% | +13.6% |
| 5 years · per year | +7.3% | +3.1% |
| Worst drop · 1Y | −8.5% | −11.5% |
| Volatility · 1Y | 15.5% | 13.5% |
| Holdings | 1,404 | 30 |
| Assets | $14.2B | $54M |
| Leverage | None | None |
| Since | 2000 | 2021 |
Highlighted = best in the row. Returns include dividends.