Tag: FRI

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5 Best Real Estate Sector ETFs to Own Long Term 2.9

  1. REZ – iShares Residential and Multisector Real Estate ETF
  2. VNQ – Vanguard Real Estate Index Fund ETF Shares
  3. USRT – iShares Core U.S. REIT ETF
  4. FRI – First Trust S&P REIT Index Fund
  5. ICF – iShares Cohen & Steers REIT ETF

REZ vs VNQ vs USRT vs FRI vs ICF: Koyfin back test

REZ vs VNQ vs USRT vs FRI vs ICF: Testfol.io back test

REZ vs VNQ vs USRT vs FRI vs ICF: Portfolio Visualizer fund information

13 Oldest Real Estate Sector ETFs back tested in this research:

Morningstar data on 13 oldest Real Estate ETFs:

Thank you for reading the Deep Value ETF Investor blog.

Micah

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5 Best Real Estate Sector ETFs to Own Long-Term: PSR vs REZ vs VNQ vs USRT vs FRI 1.7

  • Asset Class: Real Estate Sector (REITs)

  • Long-Term Performance: 8.36% CAGR

  • Correlation to U.S. Markets: 0.62

  • U.S. Large Cap Blend Performance: 9.93% CAGR

  • Back test timeframe: January 1994 – August 2023

  • Oldest ETF back tested: iShares U.S. Real Estate ETF (IYR)

  • Long-Term Performance: 8.14% CAGR

  • Correlation to U.S. Markets: 0.69

  • S&P 500 Performance: 6.95% CAGR

  • Back test timeframe: July 2000 – August 2023

  • Number of ETFs available in this asset class: 39

  • Number of ETFs in this asset class that are 10-years old or older: 14

REITs vs U.S. Large Cap Blend: January 1994 – August 2023

IYR vs SPY: July 2000 – August 2023

IYR vs SPY: June 19, 2000 – September 12, 2023

Continue reading “5 Best Real Estate Sector ETFs to Own Long-Term: PSR vs REZ vs VNQ vs USRT vs FRI 1.7”