The Best REIT Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of REIT mutual funds.

Category is REIT

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
SETAX	SEI Institutional Managed Trust Real Estate Fund	REIT	Nov 13, 2003	1.14%	3.49%	5.75%	11.46%	7
SFREX	Schwab Fundamental Global Real Estate Index Fund	REIT	Oct 21, 2014	0.39%	-0.08%	3.18%	3.51%	17
SOAAX	Spirit of America Real Estate Income & Growth Fund	REIT	Jan 9, 1998	1.52%	5.26%	4.50%	10.11%	9
SREZX	PGIM Select Real Estate Fund	REIT	Jul 31, 2014	1.01%	5.15%	6.63%	2.38%	31
STMDX	Sterling Capital Stratton Real Estate Fund	REIT	May 30, 1980	0.82%	2.94%	6.10%	6.16%	5
SWASX	Schwab Global Real Estate Fund™	REIT	May 30, 2007	1.05%	0.89%	3.25%	2.19%	27
TAREX	Third Avenue Real Estate Value Fund	REIT	Sep 16, 1998	1.15%	-9.57%	4.21%	6.28%	5
TGREX	TCW Global Real Estate Fund	REIT	Nov 27, 2014	0.90%	1.98%	5.67%	2.50%	13
TIREX	TIAA-CREF Real Estate Securities Fund Institutiona...	REIT	Oct 1, 2002	0.47%	3.16%	5.81%	2.67%	8
TRREX	T. Rowe Price Real Estate Fund	REIT	Oct 31, 1997	0.77%	3.16%	5.24%	11.21%	8
VGISX	Virtus Duff & Phelps Global Real Estate Securities...	REIT	Mar 1, 2009	1.16%	2.38%	5.39%	2.64%	22
VGREX	VALIC Company I Global Real Estate Fund	REIT	Mar 9, 2008	0.86%	1.52%	2.91%	3.16%	16
VGRLX	Vanguard Global ex-U.S. Real Estate Index Fund Adm...	REIT	Feb 10, 2011	0.12%	-2.01%	2.60%	4.79%	48
VGRNX	Vanguard Global ex-U.S. Real Estate Index Fund Ins...	REIT	Apr 19, 2011	0.11%	-2.00%	2.61%	4.80%	47
VGSAX	Virtus Duff & Phelps Global Real Estate Securities...	REIT	Mar 2, 2009	1.24%	2.33%	5.13%	2.24%	21
VGSIX	Vanguard Real Estate Index Fund	REIT	May 13, 1996	0.26%	1.65%	4.34%	3.77%	5
VGSLX	Vanguard Real Estate Index Fund Admiral Shares	REIT	Nov 12, 2001	0.12%	1.69%	4.67%	3.92%	5
VGSNX	Vanguard Real Estate Index Fund Institutional Shar...	REIT	Dec 2, 2003	0.10%	1.70%	4.69%	3.93%	6
VRTPX	Vanguard Real Estate II Index Fund	REIT	Sep 26, 2017	0.08%	1.69%	—	3.84%	6

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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