Tag: REZ

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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”

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A Comprehensive Comparison of Top U.S. Real Estate ETFs

Diversified Portfolio ETFs

The iShares Residential and Multisector Real Estate ETF (REZ) is a great option for investors looking for exposure to a diversified portfolio of residential and commercial properties. It has an AUM of $637.84 million and a YTD return of 4.78%. REZ invests in a range of REITs, including those focused on residential real estate, healthcare, and self-storage sectors. The ETF’s top holdings include Public Storage (12.00%) and Welltower Inc. (9.75%). With an expense ratio of 0.48%, REZ is a relatively low-cost option for investors. 

Continue reading at ETF Trends right here: https://www.etftrends.com/financial-literacy-channel/top-performing-real-estate-etfs/