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IWN and PSCF share 19.2% of their holdings.
| Side by side | IWN | REIT | PSCF |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | Sectors · Real estate | Sectors · Financials |
| Expense ratio | 0.24% | 0.68% | 0.29% |
| Cost per year on $10k | $24 | $68 | $29 |
| Trailing 12-mo yield | 1.50% | 3.00% | 2.19% |
| Income per year on $10k | $150 | $300 | $219 |
| YTD | +20.9% | +13.0% | +12.5% |
| 1 year | +22.2% | +11.6% | +15.8% |
| 3 years · per year | +21.4% | +13.6% | +20.5% |
| 5 years · per year | +7.3% | +3.1% | +3.4% |
| Worst drop · 1Y | −8.5% | −11.5% | −11.4% |
| Volatility · 1Y | 15.5% | 13.5% | 15.9% |
| Holdings | 1,404 | 30 | 159 |
| Assets | $14.2B | $54M | $30M |
| Leverage | None | None | None |
| Since | 2000 | 2021 | 2010 |
Highlighted = best in the row. Returns include dividends.