Correlation
The correlation between REET and EWRE 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.
REET vs. EWRE
Compare and contrast key facts about iShares Global REIT ETF (REET) and Invesco S&P 500® Equal Weight Real Estate ETF (EWRE).
REET and EWRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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. Both REET and EWRE 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: REET or EWRE.
Performance
REET vs. EWRE - Performance Comparison
Loading data...
Key characteristics
Returns By Period
REET
4.21%
2.81%
-3.47%
12.99%
1.00%
7.08%
3.56%
EWRE
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
REET vs. EWRE - Expense Ratio Comparison
REET has a 0.14% expense ratio, which is lower than EWRE's 0.40% expense ratio.
Risk-Adjusted Performance
REET vs. EWRE — Risk-Adjusted Performance Rank
REET
EWRE
REET vs. EWRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global REIT ETF (REET) and Invesco S&P 500® Equal Weight Real Estate ETF (EWRE). 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.
Loading data...
Dividends
REET vs. EWRE - Dividend Comparison
REET's dividend yield for the trailing twelve months is around 3.48%, while EWRE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
REET vs. EWRE - Drawdown Comparison
Loading data...
Volatility
REET vs. EWRE - Volatility Comparison
Loading data...