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INDS and REIT share 20.5% of their holdings.
| Side by side | NETL | SRHR | INDS | REIT |
|---|---|---|---|---|
| Strategy | Sectors · Real estate | Income · Covered calls | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.60% | 0.75% | 0.49% | 0.68% |
| Cost per year on $10k | $60 | $75 | $49 | $68 |
| Trailing 12-mo yield | 5.70% | 6.61% | 4.48% | 3.00% |
| Income per year on $10k | $570 | $661 | $448 | $300 |
| YTD | +4.6% | +10.0% | +8.8% | +13.0% |
| 1 year | +3.1% | +8.9% | +4.7% | +11.6% |
| 3 years · per year | +10.1% | — | +9.8% | +13.6% |
| 5 years · per year | −0.7% | — | −1.4% | +3.1% |
| Worst drop · 1Y | −17.1% | −12.8% | −12.2% | −11.5% |
| Volatility · 1Y | 14.9% | 13.8% | 15.6% | 13.5% |
| Holdings | 22 | 33 | 40 | 30 |
| Assets | $46M | $50M | $102M | $54M |
| Leverage | None | None | None | None |
| Since | 2019 | 2023 | 2018 | 2021 |
Highlighted = best in the row. Returns include dividends.