Real Estate ETFs


Most of these ETFs primarily invest in Real Estate Investment Trusts (REITs). We tend to view REIT ETFs as appealing for investors looking to generate income, but with the potential for interest rates to go higher, there is certainly a state of heightened risk going forward and one that is better suited for moderate investors.

D

Category Grade

This category ranks #43 out of 65 ETF categories.

B
Buy

Avg. SMART Grade

The average cap-weighted SMART Grade for ETFs in this category is B (Buy).


Fund Symbol/Name Last Open High Low 52-Wk Hi 52-Wk Lo Day Chg YTD Chg 12-Mo Chg AUM Exp. Ratio SMART Grade
IYR
iShares U.S. Real Estate ETF
79.44 79.02 79.49 78.99 85.80 72.11 +0.52
(0.66%)
3.25% 2.17% 4.47B 0.44% A
Strong Buy
XLRE
Real Estate Select Sector SPDR Fund (The)
32.06 31.87 32.09 31.87 34.82 29.07 +0.16
(0.50%)
4.26% 1.49% 2.29B 0.14% A
Strong Buy
REM
iShares Mortgage Real Estate Capped ETF
46.23 46.18 46.30 46.15 47.69 39.00 +0.15
(0.33%)
9.91% 13.66% 1.33B 0.48% A
Strong Buy
REZ
iShares Residential Real Estate Capped ETF
65.15 65.07 65.35 65.07 69.29 58.02 +0.23
(0.35%)
5.06% 1.04% 425.10M 0.48% A
Strong Buy
FREL
Fidelity MSCI Real Estate Index ETF
24.15 24.00 24.19 24.00 25.98 21.85 +0.14
(0.58%)
2.99% 3.11% 276.74M 0.08% A
Strong Buy
MORT
VanEck Vectors Mortgage REIT Income ETF
24.19 24.29 24.29 24.11 24.94 20.52 +0.08
(0.33%)
10.61% 16.72% 145.91M 0.40% A
Strong Buy
SRET
Global X SuperDividend REIT ETF
15.10 15.05 15.12 15.05 15.85 13.70 +0.06
(0.40%)
5.30% 5.44% 36.68M 0.58% A
Strong Buy
PSR
PowerShares Active U.S. Real Estate Fund
78.05 77.93 78.05 77.93 83.62 71.29 +0.76
(0.98%)
6.34% 4.55% 27.14M 0.80% A
Strong Buy
ASET
FlexShares Real Assets Allocation Index Fund
27.32 27.33 27.34 27.32 27.35 24.58 +0.02
(0.07%)
7.10% 4.83% 3.41M 0.57% A
Strong Buy
VNQ
Vanguard REIT ETF - DNQ
83.14 82.69 83.26 82.65 92.92 76.98 +0.56
(0.68%)
0.74% 0.06% 33.96B 0.12% B
Buy
ICF
iShares Cohen & Steers REIT ETF
100.88 100.47 101.09 100.47 112.45 93.02 +0.42
(0.42%)
1.24% -0.63% 3.27B 0.35% B
Buy
KBWY
PowerShares KBW Premium Yield Equity REIT Portfolio
36.96 36.72 37.06 36.69 39.30 31.94 +0.27
(0.74%)
-1.81% 12.72% 304.03M 0.35% B
Buy
USRT
iShares Core U.S. REIT ETF
49.08 48.71 49.08 48.71 53.83 45.36 +0.30
(0.62%)
0.64% 1.02% 129.14M 0.08% B
Buy
ROOF
IQ US Real Estate Small Cap ETF
27.14 26.97 27.19 26.97 28.94 24.68 +0.22
(0.82%)
-0.26% 6.10% 115.41M 0.69% B
Buy
EWRE
Guggenheim S&P 500 Equal Weight Real Estate ETF
27.04 27.00 27.04 27.00 29.00 24.54 +0.15
(0.56%)
2.77% 5.09% 26.92M 0.40% B
Buy
SCHH
Schwab U.S. REIT ETF
40.96 40.76 41.03 40.76 45.59 38.03 +0.24
(0.59%)
-0.19% 0.47% 3.27B 0.07% C
Neutral
RWR
SPDR DJ Wilshire REIT ETF
92.74 92.25 92.91 92.25 104.34 86.90 +0.54
(0.59%)
-0.65% -0.88% 3.06B 0.25% C
Neutral
FRI
First Trust S&P REIT Index Fund
23.11 22.98 23.12 22.97 25.87 21.47 +0.15
(0.65%)
0.22% 0.26% 214.49M 0.48% C
Neutral
WREI
Wilshire US REIT
46.75 46.72 46.76 46.72 52.34 43.73 +0.23
(0.49%)
-0.36% 1.04% 23.29M 0.32% C
Neutral
NURE
NuShares Enhanced Yield US Aggregate Bond ETF ETF
25.68 25.71 25.71 25.68 26.02 24.74 +0.11
(0.43%)
2.97% 2.07% 6.34M 0.35% NR
Not Rated

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