Tag: FRI

• 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”