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 |