SIZ yields 11.53% · EQR yields 5.87%● Live data
📍 EQR pulled ahead of the other in Year 9
Combined, SIZ + EQR cover 0 of 12 months — good coverage
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What's the optimal mix of SIZ + EQR for your $10,000?
The investment seeks performance results that correspond to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Thematic Market Neutral Size Index. The fund invests at least 80% of its net assets (plus borrowing for investment purposes) in common stock of the long position in the underlying index and sells short at least 80% of the short positions in the underlying index. As such, it identifies long and short securities positions of approximately equal dollar amounts. In choosing to track a market neutral index, the fund seeks to limit the effects of general market movements on the fund.
Full SIZ Calculator →Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.
Full EQR Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.