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% | 3.94% | −2.70% | 2.36% | 2.95 Bil | ||
| iShares Residential & Multisector RE ETF
REZ
| 0.480% | 8.19% | −0.39% | 3.66% | 649.94 Mil | ||
| iShares Mortgage Real Estate Capped ETF
REM
| 0.480% | 3.70% | −7.95% | −3.83% | 582.55 Mil | ||
| iShares International Dev Real Est ETF
IFGL
| 0.480% | 3.35% | −9.85% | −4.47% | 98.94 Mil | ||
| iShares International Dev Prpty ETF
WPS
| 0.480% | 4.67% | −9.13% | −3.62% | 31.40 Mil | ||
| iShares Global REIT ETF
REET
| 0.140% | 4.34% | −3.32% | 0.34% | 3.50 Bil | ||
| iShares Environmentally Aware Rl Est ETF
ERET
| — | 0.300% | 4.15% | — | — | 8.84 Mil | |
| iShares Developed Real Estate Idx K
BKRDX
| 0.140% | 5.07% | −4.47% | −0.25% | 2.79 Bil | ||
| iShares Developed Real Estate Idx Inv A
BARDX
| 0.490% | 4.70% | −4.83% | −0.60% | 2.79 Bil | ||
| iShares Developed Real Estate Idx Instl
BIRDX
| 0.200% | 5.00% | −4.54% | −0.31% | 2.79 Bil | ||
| iShares Core US REIT ETF
USRT
| 0.080% | 7.37% | −0.16% | 3.46% | 2.43 Bil | ||
| iShares Cohen & Steers REIT ETF
ICF
| 0.330% | 5.66% | −2.32% | 2.43% | 2.01 Bil | ||
| iREIT MarketVector Quality REIT Idx ETF
IRET
| — | — | 0.600% | — | — | — | 2.48 Mil |
| abrdn Global Premier Property
AWP
| — | — | — | 3.37% | −8.61% | −2.22% | 325.40 Mil |
| Xtrackers International Real Estate ETF
HAUZ
| 0.100% | 4.15% | −7.94% | −3.27% | 668.81 Mil | ||
| WisdomTree New Economy Real Estate ETF
WTRE
| 0.580% | 5.74% | −10.71% | −7.61% | 19.13 Mil | ||
| Virtus Duff & Phelps Real Estate Secs R6
VRREX
| 0.790% | 6.29% | −0.48% | 5.00% | 350.56 Mil | ||
| Virtus Duff & Phelps Real Estate Secs I
PHRIX
| 1.120% | 5.97% | −0.79% | 4.68% | 350.56 Mil | ||
| Virtus Duff & Phelps Real Estate Secs C
PHRCX
| 2.080% | 4.89% | −1.74% | 3.66% | 350.56 Mil | ||
| Virtus Duff & Phelps Real Estate Secs A
PHRAX
| 1.360% | 5.68% | −1.02% | 4.41% | 350.56 Mil | ||
| Virtus Duff & Phelps Glb Rl Estt Secs R6
VRGEX
| 0.890% | 6.03% | −3.90% | 2.41% | 368.65 Mil | ||
| Virtus Duff & Phelps Glb Rl Estt Secs I
VGISX
| 1.150% | 5.76% | −4.15% | 2.14% | 368.65 Mil | ||
| Virtus Duff & Phelps Glb Rl Estt Secs C
VGSCX
| 2.150% | 4.70% | −5.10% | 1.12% | 368.65 Mil | ||
| Virtus Duff & Phelps Glb Rl Estt Secs A
VGSAX
| 1.400% | 5.51% | −4.38% | 1.89% | 368.65 Mil | ||
| Vident U.S. Diversified Real Estate ETF
PPTY
| 0.530% | 9.07% | −0.86% | 3.16% | 125.12 Mil |