iShares Global REIT ETF
Search documents
REET Offers Greater Scale Than GQRE
Yahoo Finance· 2026-03-18 18:26
Core Insights - The iShares Global REIT ETF (REET) and FlexShares Global Quality Real Estate Index Fund (GQRE) provide global real estate exposure but differ significantly in cost, yield, and size [1] Cost & Size Comparison - REET has an expense ratio of 0.14%, while GQRE charges 0.45% [2] - As of March 16, 2026, REET's 1-year return is 12.30% compared to GQRE's 12.97% [2] - REET offers a dividend yield of 3.5%, whereas GQRE provides a higher yield of 4.5% [2] - REET has assets under management (AUM) of $4.6 billion, significantly larger than GQRE's $357 million [2] Performance & Risk Comparison - Over the past five years, REET experienced a maximum drawdown of -32.06%, while GQRE had a drawdown of -35.07% [4] - An investment of $1,000 in REET would have grown to $1,188, while the same investment in GQRE would have grown to $1,202 over five years [4] Portfolio Composition - GQRE holds approximately 174 securities, focusing solely on real estate companies, with major positions in American Tower, Prologis, and Welltower [5] - REET contains a broader selection of 325 global real estate stocks, with top holdings in Welltower, Prologis, and Equinix [6] - REET's larger AUM and focus on the real estate sector provide greater scale and liquidity, although both funds have overlapping top holdings [6] Investor Implications - Both REET and GQRE are considered solid options for real estate exposure in 2026, especially as interest rates stabilize [7] - REET's scale and diversification may appeal to investors prioritizing liquidity [7]
REET Delivers a Higher Yield, But ICF Provides Greater Exposure to the U.S. REIT Market
Yahoo Finance· 2026-03-18 16:06
Core Insights - iShares Global REIT ETF (REET) provides broader global exposure and lower fees compared to iShares Select U.S. REIT ETF (ICF), which focuses on a concentrated U.S. REIT lineup with higher volatility and lower yields [1][2] Cost & Size Comparison - REET has an expense ratio of 0.14%, while ICF charges 0.32%, making REET the more cost-effective option [3][4] - As of March 16, 2026, REET's 1-year return is 6.5% compared to ICF's 4.2% [3] - REET offers a dividend yield of 3.5%, higher than ICF's 2.7% [4] - REET has assets under management (AUM) of $4.6 billion, significantly larger than ICF's $2.0 billion [3] Performance & Risk Comparison - Over the past five years, REET's maximum drawdown is -32.14%, while ICF's is -34.75% [5] - An investment of $1,000 would have grown to $1,004 in REET and $1,117 in ICF over five years [5] Portfolio Composition - ICF consists of 30 U.S. real estate investment trusts, focusing solely on the U.S. market with top holdings including Equinix Reit Inc, Welltower Inc, and American Tower Reit Corp [6] - REET holds 325 assets across developed and emerging markets, providing a diverse range of property types and geographies, with top positions including Welltower Inc, Prologis Reit Inc, and Equinix Reit Inc [7] Investment Implications - Investors often diversify their portfolios by including real estate components, and real estate ETFs like REET and ICF are popular choices for this purpose [8]
RWR vs. REET: Same Blue-Chip REIT Foundation, Different Geographic Strategies
Yahoo Finance· 2026-03-18 15:22
Core Insights - The State Street SPDR Dow Jones REIT ETF (RWR) focuses on U.S. real estate, while the iShares Global REIT ETF (REET) offers global exposure with lower fees and larger assets under management [1][2] Cost and Size Comparison - RWR has an expense ratio of 0.25%, while REET charges 0.14%, making REET more cost-effective for income-focused investors [3][4] - As of March 16, 2026, RWR's one-year return is 9.6% compared to REET's 10.85%, with both funds having a dividend yield of 3.4% [3] - RWR has assets under management (AUM) of $1.7 billion, whereas REET has $4.8 billion [3] Performance and Risk Metrics - Over five years, RWR experienced a maximum drawdown of -32.58%, while REET had a slightly lower drawdown of -32.14% [5] - A $1,000 investment in RWR would have grown to $1,087, while the same investment in REET would have grown to $1,004 over five years [5] Portfolio Composition - REET holds 364 securities, providing exposure to global real estate companies, with major positions in Welltower, Prologis, and Equinix [6] - RWR focuses almost entirely on U.S. real estate, with 98% of its assets in that sector and a portfolio of 98 holdings, sharing top positions with REET but with larger weights [7] Investment Implications - Both RWR and REET are structured to appeal to income investors, as REITs are required to distribute at least 90% of taxable income as dividends [8] - The top holdings of both funds include Welltower, Prologis, and American Tower, which represent modern REITs focused on growth rather than traditional landlord roles [9]
Real Estate ETFs: REET Has Broader Diversification, VNQ Boasts Higher Yield
Yahoo Finance· 2026-03-18 14:24
Core Insights - Vanguard Real Estate ETF (VNQ) focuses on U.S. REITs with higher yield and larger assets under management, while iShares Global REIT ETF (REET) offers global diversification [1][2] Group 1: Cost and Size - VNQ has an expense ratio of 0.13%, slightly lower than REET's 0.14% [3][4] - As of March 16, 2026, VNQ's 1-year return is 1.3%, compared to REET's 6.5% [3] - VNQ has a dividend yield of 3.7%, marginally higher than REET's 3.5% [4] - VNQ's assets under management (AUM) stand at $69.6 billion, significantly larger than REET's $4.6 billion [3] Group 2: Performance and Risk - Over the past five years, VNQ experienced a maximum drawdown of -34.48%, while REET had a drawdown of -32.14% [5] - The growth of a $1,000 investment over five years is $1,003 for VNQ and $1,004 for REET, indicating similar performance [5] Group 3: Portfolio Composition - REET holds 325 securities across global developed and emerging real estate markets, providing broader diversification [6] - VNQ has 158 holdings, primarily in real estate, with some exposure to communication services and technology [7] - Both funds include top positions like Welltower Inc, Prologis Inc, and Equinix Inc, but VNQ is strictly focused on the U.S. market [7]
iShares Global REIT ETF declares $0.3782 dividend
Seeking Alpha· 2025-12-15 08:16
Group 1 - The article does not provide any relevant content regarding the company or industry [1]