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REZ and FREI share 9.1% of their holdings.
| Side by side | REZ | FREI |
|---|---|---|
| Strategy | Sectors · Real estate | Income · Dividend stocks |
| Expense ratio | 0.48% | 0.76% |
| Cost per year on $10k | $48 | $76 |
| Trailing 12-mo yield | 2.11% | 1.92% |
| Income per year on $10k | $211 | $192 |
| YTD | +13.2% | — |
| 1 year | +15.4% | — |
| 3 years · per year | +16.6% | — |
| 5 years · per year | +3.0% | — |
| Worst drop · 1Y | −12.9% | — |
| Volatility · 1Y | 16.0% | — |
| Holdings | 36 | 0 |
| Assets | $818M | $47M |
| Leverage | None | None |
| Since | 2007 | 2026 |
Highlighted = best in the row. Returns include dividends.