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SPHD and FREL share 15.0% of their holdings.
| Side by side | SPHD | FREL |
|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Real estate |
| Expense ratio | 0.30% | 0.08% |
| Cost per year on $10k | $30 | $8 |
| Trailing 12-mo yield | 4.81% | 3.41% |
| Income per year on $10k | $481 | $341 |
| YTD | +11.6% | +8.8% |
| 1 year | +12.3% | +6.9% |
| 3 years · per year | +15.1% | +13.2% |
| 5 years · per year | +7.8% | +0.9% |
| Worst drop · 1Y | −9.8% | −11.6% |
| Volatility · 1Y | 12.2% | 14.0% |
| Holdings | 54 | 147 |
| Assets | $3.4B | $1.4B |
| Leverage | None | None |
| Since | 2012 | 2015 |
Highlighted = best in the row. Returns include dividends.