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RWR and INDS share 24.2% of their holdings.
| Side by side | RWR | INDS |
|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.25% | 0.49% |
| Cost per year on $10k | $25 | $49 |
| Trailing 12-mo yield | 3.48% | 4.48% |
| Income per year on $10k | $348 | $448 |
| YTD | +13.0% | +8.8% |
| 1 year | +12.1% | +4.7% |
| 3 years · per year | +15.1% | +9.8% |
| 5 years · per year | +2.8% | −1.4% |
| Worst drop · 1Y | −12.8% | −12.2% |
| Volatility · 1Y | 14.0% | 15.6% |
| Holdings | 97 | 40 |
| Assets | $1.8B | $102M |
| Leverage | None | None |
| Since | 2001 | 2018 |
Highlighted = best in the row. Returns include dividends.