Correlation
The correlation between EWRE and REET is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
EWRE vs. REET
Compare and contrast key facts about Invesco S&P 500® Equal Weight Real Estate ETF (EWRE) and iShares Global REIT ETF (REET).
EWRE and REET are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EWRE is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weight Real Estate Index. It was launched on Aug 13, 2015. REET is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Global REIT Index. It was launched on Jul 8, 2014. Both EWRE and REET are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EWRE or REET.
Performance
EWRE vs. REET - Performance Comparison
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Key characteristics
Returns By Period
EWRE
N/A
N/A
N/A
N/A
N/A
N/A
N/A
REET
4.21%
2.81%
-3.47%
12.99%
1.00%
7.08%
3.56%
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EWRE vs. REET - Expense Ratio Comparison
EWRE has a 0.40% expense ratio, which is higher than REET's 0.14% expense ratio.
Risk-Adjusted Performance
EWRE vs. REET — Risk-Adjusted Performance Rank
EWRE
REET
EWRE vs. REET - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500® Equal Weight Real Estate ETF (EWRE) and iShares Global REIT ETF (REET). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
EWRE vs. REET - Dividend Comparison
EWRE has not paid dividends to shareholders, while REET's dividend yield for the trailing twelve months is around 3.48%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWRE Invesco S&P 500® Equal Weight Real Estate ETF | 0.00% | 1.49% | 2.91% | 3.07% | 2.56% | 3.82% | 2.55% | 3.02% | 2.17% | 2.01% | 1.03% | 0.00% |
REET iShares Global REIT ETF | 3.48% | 3.63% | 3.27% | 2.42% | 3.18% | 2.64% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% | 2.12% |
Drawdowns
EWRE vs. REET - Drawdown Comparison
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Volatility
EWRE vs. REET - Volatility Comparison
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