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RWR and RWO share 71.8% of their holdings.
| Side by side | RWR | RWO | INDS |
|---|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.25% | 0.50% | 0.49% |
| Cost per year on $10k | $25 | $50 | $49 |
| Trailing 12-mo yield | 3.48% | 3.43% | 4.48% |
| Income per year on $10k | $348 | $343 | $448 |
| YTD | +13.0% | +8.3% | +8.8% |
| 1 year | +12.1% | +7.4% | +4.7% |
| 3 years · per year | +15.1% | +13.1% | +9.8% |
| 5 years · per year | +2.8% | +1.0% | −1.4% |
| Worst drop · 1Y | −12.8% | −11.3% | −12.2% |
| Volatility · 1Y | 14.0% | 13.1% | 15.6% |
| Holdings | 97 | 224 | 40 |
| Assets | $1.8B | $1.2B | $102M |
| Leverage | None | None | None |
| Since | 2001 | 2008 | 2018 |
Highlighted = best in the row. Returns include dividends.