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SRET and ISVL share 0.8% of their holdings.
| Side by side | SRET | ISVL |
|---|---|---|
| Strategy | Income · Dividend stocks | International · Developed |
| Expense ratio | 0.58% | 0.31% |
| Cost per year on $10k | $58 | $31 |
| Trailing 12-mo yield | 9.48% | 3.04% |
| Income per year on $10k | $948 | $304 |
| YTD | −1.6% | +13.4% |
| 1 year | −0.1% | +19.2% |
| 3 years · per year | +11.4% | +26.0% |
| 5 years · per year | +0.1% | +11.1% |
| Worst drop · 1Y | −15.5% | −12.5% |
| Volatility · 1Y | 12.5% | 15.0% |
| Holdings | 29 | 525 |
| Assets | $199M | $328M |
| Leverage | None | None |
| Since | 2015 | 2021 |
Highlighted = best in the row. Returns include dividends.