Tag: REZ

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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/

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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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Top 5 Winners in the Deep Value ETF Accumulator Portfolio for 2021

Happy New Year to all. This year, as with most we had some winners and some losers in our portfolio. This isn’t out of the ordinary and we plan to always have at least a few losers each year in our massively diversified portfolios. These numbers were calculated by M1 Finance. These numbers do not include dividends received. These numbers are from our Traditional IRA which had no inflows or outflows of money other than dividends received.

  1. RWJ – U.S. SMALL CAP VALUE EQUITIES +65.70%
  2. QLD – 2X LEVERAGED U.S. LARGE CAP GROWTH EQUITIES +56.27%
  3. REZ – REAL ESTATE SECTOR EQUITIES +52.14%
  4. DON – U.S. MID CAP VALUE EQUITIES +37.02%
  5. RTM – MATERIALS SECTOR EQUITIES +36.43%

Many blessing to all of you in 2022.

The Deep Value ETF Accumulator (aka Micah)

 

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Residential REITs ETFs Could Be an Attractive Yield-Generating Opportunity (REZ)

As housing rental prices continue to gain, income-minded investors should consider real estate investment trusts and related exchange traded funds with a focus on the residential segment. According to Real Page data, national asking rents rose 10.3% in August year-over-year, the first double-digit increase in the over two decades this data has been collected, the […] Read more at ETFtrends.com.
— Read on www.nasdaq.com/articles/residential-reits-etfs-could-be-an-attractive-yield-generating-opportunity-2021-09-15

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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”