Real Estate Funds
Real estate sector funds help you gain exposure to mortgage companies, property management companies, and REITs.
Name
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Fund Size
|
---|---|---|---|---|---|---|---|
iShares US Real Estate ETF
IYR
| 0.400% | 3.06% | −2.70% | 2.10% | 2.93 Bil | ||
iShares Residential & Multisector RE ETF
REZ
| 0.480% | 6.73% | −0.51% | 3.29% | 651.63 Mil | ||
iShares Mortgage Real Estate Capped ETF
REM
| 0.480% | 4.06% | −7.97% | −3.97% | 588.83 Mil | ||
iShares International Dev Real Est ETF
IFGL
| 0.480% | 3.87% | −9.49% | −4.50% | 96.57 Mil | ||
iShares International Dev Prpty ETF
WPS
| 0.480% | 5.15% | −8.78% | −3.64% | 31.90 Mil | ||
iShares Global REIT ETF
REET
| 0.140% | 3.55% | −3.25% | 0.12% | 3.52 Bil | ||
iShares Environmentally Aware Rl Est ETF
ERET
| — | 0.300% | 3.41% | — | — | 8.91 Mil | |
iShares Developed Real Estate Idx K
BKRDX
| 0.140% | 4.37% | −4.36% | −0.46% | 2.81 Bil | ||
iShares Developed Real Estate Idx Inv A
BARDX
| 0.490% | 4.00% | −4.73% | −0.80% | 2.81 Bil | ||
iShares Developed Real Estate Idx Instl
BIRDX
| 0.200% | 4.41% | −4.43% | −0.51% | 2.81 Bil | ||
iShares Core US REIT ETF
USRT
| 0.080% | 6.02% | −0.22% | 3.16% | 2.44 Bil | ||
iShares Cohen & Steers REIT ETF
ICF
| 0.330% | 4.60% | −2.33% | 2.12% | 2.02 Bil | ||
iREIT MarketVector Quality REIT Idx ETF
IRET
| — | — | 0.600% | — | — | — | 2.48 Mil |
abrdn Global Premier Property
AWP
| — | — | — | 2.92% | −8.45% | −2.40% | 328.82 Mil |
Xtrackers International Real Estate ETF
HAUZ
| 0.100% | 4.60% | −7.50% | −3.22% | 684.11 Mil | ||
WisdomTree New Economy Real Estate ETF
WTRE
| 0.580% | 5.44% | −10.47% | −7.68% | 19.36 Mil | ||
Virtus Duff & Phelps Real Estate Secs R6
VRREX
| 0.790% | 5.04% | −0.52% | 4.73% | 351.51 Mil | ||
Virtus Duff & Phelps Real Estate Secs I
PHRIX
| 1.120% | 4.71% | −0.83% | 4.41% | 351.51 Mil | ||
Virtus Duff & Phelps Real Estate Secs C
PHRCX
| 2.080% | 3.71% | −1.78% | 3.39% | 351.51 Mil | ||
Virtus Duff & Phelps Real Estate Secs A
PHRAX
| 1.360% | 4.43% | −1.08% | 4.13% | 351.51 Mil | ||
Virtus Duff & Phelps Glb Rl Estt Secs R6
VRGEX
| 0.890% | 5.34% | −3.79% | 2.23% | 371.82 Mil | ||
Virtus Duff & Phelps Glb Rl Estt Secs I
VGISX
| 1.150% | 5.09% | −4.04% | 1.96% | 371.82 Mil | ||
Virtus Duff & Phelps Glb Rl Estt Secs C
VGSCX
| 2.150% | 4.06% | −4.99% | 0.95% | 371.82 Mil | ||
Virtus Duff & Phelps Glb Rl Estt Secs A
VGSAX
| 1.400% | 4.83% | −4.27% | 1.71% | 371.82 Mil | ||
Vident U.S. Diversified Real Estate ETF
PPTY
| 0.530% | 7.62% | −0.92% | 2.89% | 125.59 Mil |