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RWR and DFAR share 80.5% of their holdings.
| Side by side | RWR | DFAR |
|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.25% | 0.22% |
| Cost per year on $10k | $25 | $22 |
| Trailing 12-mo yield | 3.48% | 3.42% |
| Income per year on $10k | $348 | $342 |
| YTD | +13.0% | +13.1% |
| 1 year | +12.1% | +11.4% |
| 3 years · per year | +15.1% | +13.8% |
| 5 years · per year | +2.8% | — |
| Worst drop · 1Y | −12.8% | −11.5% |
| Volatility · 1Y | 14.0% | 13.8% |
| Holdings | 97 | 132 |
| Assets | $1.8B | $8.4B |
| Leverage | None | None |
| Since | 2001 | 1993 |
Highlighted = best in the row. Returns include dividends.