Loading…
NURE and REZ share 44.9% of their holdings.
| Side by side | SPRE | NURE | REZ | FREI |
|---|---|---|---|---|
| Strategy | Sectors · Real estate | Unsorted | Sectors · Real estate | Income · Dividend stocks |
| Expense ratio | 0.50% | 0.35% | 0.48% | 0.76% |
| Cost per year on $10k | $50 | $35 | $48 | $76 |
| Trailing 12-mo yield | 4.29% | 4.11% | 2.16% | 1.92% |
| Income per year on $10k | $429 | $411 | $216 | $192 |
| YTD | −1.6% | +16.3% | +10.5% | — |
| 1 year | −1.2% | +18.0% | +10.9% | — |
| 3 years · per year | +8.1% | +10.8% | +15.0% | — |
| 5 years · per year | −1.9% | +0.4% | +2.5% | — |
| Worst drop · 1Y | −14.9% | −11.3% | −12.9% | — |
| Volatility · 1Y | 12.9% | 15.7% | 16.1% | — |
| Holdings | 10 | 29 | 36 | 0 |
| Assets | $194M | $31M | $781M | $47M |
| Leverage | None | None | None | None |
| Since | 2020 | 2016 | 2007 | 2026 |
Highlighted = best in the row. Returns include dividends.