Tag: VNQ

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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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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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4 Best Long-Term Performance Real Estate Sector ETFs 1.3

  • The REIT asset class has had returns comparable to an S&P 500 index fund since 1994 while maintaining a low U.S. Market correlation of 0.57
  • The oldest available Real Estate ETF has outperformed an S&P 500 index fund by 4.13% CAGR over the last 19 years
  • There are currently 28 ETFs available in the Morningstar Real Estate Category. 9 of those ETFs are 10 years old or older

REITs vs US Large Cap Blend (aka S&P 500): January 1994 – August 2019

Source: https://www.portfoliovisualizer.com/

The oldest Real Estate ETF is the iShares U.S. Real Estate ETF (IYR). Its’ inception date was June 12, 2000. Since inception, this ETF has outperformed an S&P 500 index fund by 4.13% CAGR with a relatively low correlation to US Markets of 0.65.

IYR vs S&P 500 Index fund: July 2000 – August 2019

IYR vs SPY: June 19, 2000 – September 13, 2019

Source: https://www.koyfin.com/home Continue reading “4 Best Long-Term Performance Real Estate Sector ETFs 1.3”

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Best Long-Term Performance Real Estate ETFs 1.2

  • The oldest available Real Estate ETF has outperformed an S&P 500 index fund by 3.49% CAGR over the last 18 years.
  • The REIT asset class has had great returns since the 1970’s when this asset class started to be tracked.
  • Real Estate funds have been excellent low correlation asset diversifiers for investor’s portfolios
  • Evidence shows us that REIT funds can outperform owning investment real estate directly
  • There are currently 27 ETFs that fall under the Morningstar Category called Real Estate. 8 of those ETFs are 10 years old or older.

IYR vs S&P 500: July 2000 – September 2018

Source: https://www.portfoliovisualizer.com/

Continue reading “Best Long-Term Performance Real Estate ETFs 1.2”

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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”