What are the Best Real Estate ETFs to invest in Jul 2024?
Name | Expense Ratio | 5Y Returns | 10Y Returns |
---|---|---|---|
VNQ Vanguard Real Estate ETF | 0.12 | 2.43% | 5.5% |
SCHH Schwab US REIT ETF™ | 0.07 | -0.52% | 4.14% |
USRT iShares Core US REIT ETF | 0.08 | 2.72% | 5.72% |
VNQI Vanguard Global ex-US Real Est ETF | 0.12 | -3.64% | 0.09% |
Vanguard Real Estate ETF ($VNQ)
This investment aims to offer good income and some growth by following the MSCI US Investable Market Real Estate 25/50 Index. This index tracks public equity REITs and other property-related investments. The fund invests mostly in the stocks of this index, holding them in similar proportions to the index. Basically, you're investing in U.S. real estate-related stocks. The fund focuses specifically on this property sector.
Top 10 Holdings | % Allocation | Sector |
---|---|---|
Prologis Inc | 7.50 | Real Estate |
American Tower Corp | 5.55 | Real Estate |
Equinix Inc | 4.92 | Real Estate |
Public Storage | 3.02 | Real Estate |
Crown Castle Inc | 2.89 | Real Estate |
Welltower Inc | 2.84 | Real Estate |
Simon Property Group Inc | 2.48 | Real Estate |
Realty Income Corp | 2.43 | Real Estate |
Digital Realty Trust Inc | 2.42 | Real Estate |
CoStar Group Inc | 2.27 | Real Estate |
Schwab US REIT ETF™ ($SCHH)
This investment aims to match the performance of the Dow Jones Equity All REIT Capped Index†, which focuses on U.S. real estate trusts (excluding those that deal with mortgages). The fund invests at least 90% of its money in stocks from this index. Basically, you're investing in U.S. property trusts that own or operate real estate, but not those involved in lending or mortgages.
Top 10 Holdings | % Allocation | Sector |
---|---|---|
Prologis Inc | 9.25 | Real Estate |
American Tower Corp | 7.10 | Real Estate |
Equinix Inc | 6.00 | Real Estate |
Welltower Inc | 4.05 | Real Estate |
Public Storage | 3.95 | Real Estate |
Crown Castle Inc | 3.76 | Real Estate |
Digital Realty Trust Inc | 3.40 | Real Estate |
Realty Income Corp | 3.29 | Real Estate |
Simon Property Group Inc | 3.21 | Real Estate |
VICI Properties Inc Ordinary Shares | 2.69 | Real Estate |
iShares Core US REIT ETF ($USRT)
This investment aims to match the performance of the S&P Global ex-U.S. Property Index, which tracks international real estate stocks from both developed and emerging markets. The index includes stocks of public real estate trusts (REITs) and some real estate management and development companies (REMDs). Basically, you're investing in global real estate companies excluding the U.S.
Top 10 Holdings | % Allocation | Sector |
---|---|---|
Prologis Inc | 10.89 | Real Estate |
Equinix Inc | 7.46 | Real Estate |
Public Storage | 4.59 | Real Estate |
Welltower Inc | 4.55 | Real Estate |
Digital Realty Trust Inc | 3.94 | Real Estate |
Simon Property Group Inc | 3.74 | Real Estate |
Realty Income Corp | 3.67 | Real Estate |
VICI Properties Inc Ordinary Shares | 3.13 | Real Estate |
AvalonBay Communities Inc | 2.69 | Real Estate |
Extra Space Storage Inc | 2.66 | Real Estate |
Vanguard Global ex-US Real Est ETF ($VNQI)
This investment follows the FTSE EPRA/NAREIT Global REITs Index, which tracks global real estate trusts (REITs) in both developed and emerging markets. The fund invests at least 80% of its money in stocks from this index or similar ones. The remaining 20% can be used for things like futures, options, swaps, or held as cash.
Top 10 Holdings | % Allocation | Sector |
---|---|---|
Goodman Group | 2.84 | Real Estate |
Mitsui Fudosan Co Ltd | 2.49 | Real Estate |
Vonovia SE | 2.36 | Real Estate |
Daiwa House Industry Co Ltd | 2.16 | Real Estate |
Mitsubishi Estate Co Ltd | 2.09 | Real Estate |
Sun Hung Kai Properties Ltd | 1.94 | Real Estate |
Emaar Properties PJSC | 1.64 | Real Estate |
Link Real Estate Investment Trust | 1.51 | Real Estate |
Sumitomo Realty & Development Co Ltd | 1.49 | Real Estate |
China Resources Land Ltd | 1.37 | Real Estate |
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