Diversifying with REIT ETFs: A Complete Guide to 20 Real Estate Investment Trust Exchange-Traded Funds
Explore the fascinating world of REIT ETFs in our all-encompassing guide featuring 20 ETFs that focus on real estate investment trusts, with data current as of 5/9/23. An ETF, or exchange-traded fund, is a type of investment fund that holds a collection of assets and can be bought or sold on stock exchanges. A REIT ETF differs from a regular REIT by providing investors with diversified exposure to a broad range of REITs, rather than investing in a single trust. This comprehensive guide will help you understand the nuances of REIT ETFs, their unique benefits, and how they can enhance your real estate investment strategy in today’s market.
| Symbol | Description | Inception Date | Fees | Index | Market Cap | Current Yield | Historical Average Yield | Lifetime total return | SPY total return same period | Sharpe difference |
|---|---|---|---|---|---|---|---|---|---|---|
| ICF | iShares Cohen & Steers Realty Major ETF | 01/29/2001 | 0.34% | Cohen & Steers Realty Majors Index | $2,094,489,000 | 2.40% | 4.42% | 812.55% | 248.10% | 0.22 |
| DRN | Direxion Real Estate Bull (3x) ETF | 07/16/2009 | 1.08% | MSCI US REIT Index | $38,313,000 | 1.89% | 2.84% | 729.42% | 384.80% | -0.34 |
| IYR | iShares U.S. Real Estate ETF | 06/12/2000 | 0.43% | Dow Jones U.S. Real Estate Index | $3,046,851,000 | 2.57% | 4.74% | 674.62% | 216.58% | 0.22 |
| INDS | Pacer Benchmark Industrial Real Estate SCTR ETF | 05/14/2018 | 0.60% | Benchmark Industrial Real Estate SCTR Index | $203,300,000 | 2.24% | 1.97% | 82.14% | 59.29% | 0.10 |
| SRET | Global X SuperDividend REIT ETF | 03/16/2015 | 0.55% | Solactive Global SuperDividend REIT Index | $262,380,521 | 3.78% | 8.04% | 107.07% | 111.85% | -0.29 |
| SCHH | Schwab U.S. REIT ETF | 01/13/2011 | 0.07% | Dow Jones U.S. Select REIT Index | $5,255,318,000 | 2.54% | 0.19% | -21.40% | -4.20% | -0.55 |
| RDOG | ALPS REIT Dividend Dogs ETF | 05/07/2008 | 0.35% | S-Network REIT Dividend Dogs Index | $15,768,385 | 3.67% | 0.93% | -3.07% | 29.96% | -0.35 |
| BBRE | JPMorgan BetaBuilders MSCI US REIT ETF | 06/15/2018 | 0.11% | MSCI US REIT Index | $655,730,250 | 2.15% | 2.51% | 31.54% | 56.70% | -0.19 |
| REZ | iShares Residential Real Estate Capped ETF | 05/01/2007 | 0.48% | FTSE NAREIT All Residential Capped Index | $583,629,500 | 1.76% | 3.45% | 106.28% | 200.46% | -0.20 |
| NURE | NuShares Short-Term REIT ETF | 12/20/2016 | 0.35% | Dow Jones U.S. Select Short-Term REIT Index | $52,364,000 | 2.47% | 3.13% | 51.11% | 96.07% | -0.26 |
| VNQ | Vanguard REIT ETF | 09/23/2004 | 0.12% | MSCI US REIT Index | $31,065,863,382 | 3.41% | 4.24% | 168.73% | 314.35% | -0.24 |
| NETL | NETLease Corporate Real Estate ETF | 03/22/2019 | 0.60% | Fundamental Income Net Lease Real Estate Index | $91,033,250 | 4.69% | 3.63% | 13.44% | 47.58% | -0.37 |
| FRI | First Trust S&P REIT Index Fund ETF | 05/08/2007 | 0.48% | S&P U.S. REIT Index | $116,699,045 | 2.66% | 2.54% | 53.03% | 205.75% | -0.32 |
| USRT | iShares Core U.S. REIT ETF | 05/01/2007 | 0.08% | FTSE NAREIT Equity REITS Index | $1,732,212,000 | 1.93% | 3.69% | 44.75% | 202.98% | -0.32 |
| FFR | First Trust FTSE EPRA/NAREIT Developed Markets Real Estate ETF | 08/27/2007 | 0.60% | FTSE EPRA/NAREIT Developed Index | $23,663,658 | 2.64% | 3.18% | 15.38% | 187.86% | -0.43 |
| RWR | SPDR Dow Jones REIT ETF | 04/23/2001 | 0.25% | Dow Jones U.S. Select REIT Index | $1,364,257,200 | 3.44% | 4.52% | 29.93% | 272.81% | -0.18 |
| REET | iShares Global REIT ETF | 07/08/2014 | 0.14% | FTSE EPRA/NAREIT Global REIT Index | $2,777,552,000 | 1.95% | 3.95% | 20.22% | 122.70% | -0.50 |
| ROOF | IQ US Real Estate Small Cap ETF | 06/14/2011 | 0.70% | IQ US Real Estate Small Cap Index | $23,387,000 | 3.16% | 5.15% | 60.88% | 246.03% | -0.52 |
| KBWY | Invesco KBW Premium Yield Equity REIT Portfolio ETF | 12/02/2010 | 0.35% | KBW Nasdaq Premium Yield Equity REIT Index | $209,083,000 | 6.38% | 6.23% | 76.42% | 277.59% | -0.52 |
| DRV | Direxion Real Estate Bear (3x) ETF | 07/16/2009 | 1.09% | MSCI US REIT Index | $201,771,725 | 0.33% | 0.17% | -99.91% | 384.80% | -1.85 |
| TOTAL | 20 |