Tag: ICF

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4 Best Real Estate Sector ETFs to Own Long-Term 1.6

  • Asset Class: Real Estate Sector

  • Long-Term Performance: 8.95% CAGR

  • Correlation to U.S. Markets: 0.61

  • U.S. Large Cap Blend Performance: 9.76% CAGR

  • Back test timeframe: January 1994 – August 2022

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

  • Long-Term Performance: 8.87% CAGR

  • Correlation to U.S. Markets: 0.69

  • S&P 500 Performance: 6.57% CAGR

  • Back test timeframe: July 2000 – August 2022

  • Number of ETFs available in this asset class: 37

  • 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 2022

IYR vs SPY: July 2000 – August 2022

IYR vs SPY: June 19, 2000 – September 9, 2022

Continue reading “4 Best Real Estate Sector ETFs to Own Long-Term 1.6”

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4 Best Long-Term Performance Real Estate Sector ETFs 1.5

  • Asset Class: Real Estate Sector

  • Long-Term Performance: 9.80% CAGR

  • Correlation to U.S. Markets: 0.60

  • U.S. Large Cap Blend Performance: 10.58% CAGR

  • Back test timeframe: January 1994 – August 2021

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

  • Long-Term Performance: 9.94% CAGR

  • Correlation to U.S. Markets: 0.67

  • S&P 500 Performance: 7.49% CAGR

  • Back test timeframe: July 2000 – August 2021

  • Number of ETFs available in this asset class: 30

  • 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 2021

IYR vs SPY: July 2000 – August 2021

IYR vs SPY: June 19, 2000 – September 3, 2021

Continue reading “4 Best Long-Term Performance Real Estate Sector ETFs 1.5”

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4 Best Long-Term Performance Real Estate Sector ETFs 1.4

  • Asset Class: Real Estate Sector

  • Long-Term Performance: 8.88% CAGR

  • Correlation to U.S. Markets: 0.59

  • U.S. Large Cap Blend Performance: 9.87% CAGR

  • Back test timeframe: January 1994 – August 2020

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

  • Long-Term Performance: 8.81% CAGR

  • Correlation to U.S. Markets: 0.66

  • S&P 500 Performance: 6.44% CAGR

  • Back test timeframe: July 2000 – August 2020

  • Number of ETFs available in this asset class: 27

  • Number of ETFs in this asset class that are 10-years old or older: 9

REITs vs U.S. Large Cap Blend: January 1994 – August 2020

IYR vs SPY: July 2000 – August 2020

IYR vs SPY: June 19, 2000 – September 9, 2020

Continue reading “4 Best Long-Term Performance Real Estate Sector ETFs 1.4”

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Discovering Value in the Top 3 REIT ETF’s 1.1

Do you own an IRA, 401k or other tax sheltered Retirement Savings Account? If so, you would be wise to consider adding a Real Estate Investment Trust (REIT) ETF to your portfolio. The two main reasons I recommend REIT ETF’s are 1.) they have a relatively low correlation to the US Stock Market (0.57 over the last 22 years) and 2.)  they have outperformed the S&P 500 during that same time by 68 basis points (CAGR Compounded Annual Growth Rate). Continue reading “Discovering Value in the Top 3 REIT ETF’s 1.1”