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WTRE and SRVR share 40.9% of their holdings.
| Side by side | WTRE | SRVR |
|---|---|---|
| Strategy | Sectors · Real estate | Thematic · Infrastructure |
| Expense ratio | 0.58% | 0.49% |
| Cost per year on $10k | $58 | $49 |
| Trailing 12-mo yield | 2.64% | 4.84% |
| Income per year on $10k | $264 | $484 |
| YTD | +4.7% | +2.7% |
| 1 year | −4.4% | −5.2% |
| 3 years · per year | +16.1% | +7.8% |
| 5 years · per year | −1.0% | −4.3% |
| Worst drop · 1Y | −20.6% | −22.1% |
| Volatility · 1Y | 21.2% | 18.9% |
| Holdings | 63 | 76 |
| Assets | $14M | $292M |
| Leverage | None | None |
| Since | 2007 | 2018 |
Highlighted = best in the row. Returns include dividends.