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RIET and BLDG share 20.4% of their holdings.
| Side by side | RIET | BLDG |
|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Real estate |
| Expense ratio | 0.50% | 0.59% |
| Cost per year on $10k | $50 | $59 |
| Trailing 12-mo yield | 12.33% | 5.65% |
| Income per year on $10k | $1,233 | $565 |
| YTD | −2.9% | +6.2% |
| 1 year | −1.8% | +4.4% |
| 3 years · per year | +7.8% | +11.3% |
| 5 years · per year | −2.9% | +1.8% |
| Worst drop · 1Y | −17.4% | −10.7% |
| Volatility · 1Y | 13.7% | 11.8% |
| Holdings | 100 | 77 |
| Assets | $97M | $51M |
| Leverage | None | None |
| Since | 2021 | 2020 |
Highlighted = best in the row. Returns include dividends.