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| Side by side | SRET |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.58% |
| Cost per year on $10k | $58 |
| Trailing 12-mo yield | 9.48% |
| Income per year on $10k | $948 |
| YTD | −1.6% |
| 1 year | −0.1% |
| 3 years · per year | +11.4% |
| 5 years · per year | +0.1% |
| Worst drop · 1Y | −15.5% |
| Volatility · 1Y | 12.5% |
| Holdings | 29 |
| Assets | $199M |
| Leverage | None |
| Since | 2015 |
Highlighted = best in the row. Returns include dividends.