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SRET and DIV share 7.4% of their holdings.
| Side by side | SRET | DIV |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.58% | 0.45% |
| Cost per year on $10k | $58 | $45 |
| Trailing 12-mo yield | 9.48% | 6.51% |
| Income per year on $10k | $948 | $651 |
| YTD | −1.6% | +17.8% |
| 1 year | −0.1% | +19.7% |
| 3 years · per year | +11.4% | +14.6% |
| 5 years · per year | +0.1% | +5.9% |
| Worst drop · 1Y | −15.5% | −5.4% |
| Volatility · 1Y | 12.5% | 10.3% |
| Holdings | 29 | 50 |
| Assets | $199M | $766M |
| Leverage | None | None |
| Since | 2015 | 2013 |
Highlighted = best in the row. Returns include dividends.