GQRE Offers Higher Yield and Growth Than RWX

Core Insights - The FlexShares Global Quality Real Estate Index Fund (GQRE) is characterized by lower costs, higher yield, and a focused real estate strategy, while the State Street SPDR Dow Jones International Real Estate ETF (RWX) offers a more diversified geographic mix and has shown stronger one-year performance [1][2] Cost and Size Comparison - GQRE has an expense ratio of 0.45%, which is lower than RWX's 0.59% - GQRE provides a higher dividend yield of 4.5% compared to RWX's 3.6% - As of March 16, 2026, RWX has a one-year return of 19.0%, while GQRE's return is 12.9% - GQRE has assets under management (AUM) of $357.2 million, surpassing RWX's $288.0 million [3][4] Performance and Risk Comparison - Over five years, RWX experienced a maximum drawdown of 35.9%, while GQRE had a slightly lower drawdown of 35.1% - An investment of $1,000 would have grown to $985 in RWX and $1,202 in GQRE over the same period [5] Portfolio Composition - GQRE allocates 96% of its assets to real estate companies, holding 174 positions, with top holdings including American Tower, Prologis, and Welltower, which together account for about 15% of the fund [6] - RWX holds 121 securities across various geographies, with Japan representing approximately 29% and the United Kingdom about 13% of its portfolio [7] Investor Outlook - Investors are optimistic about real estate in 2026 due to stabilizing interest rates and potential rate cuts, with RWX possibly offering better values, contributing to its outperformance over U.S.-focused real estate funds in the past year [8] - GQRE's focus on the U.S. real estate market may provide stability through higher-quality REITs, leading to its outperformance against RWX since March 2021 [9]