Real Estate

The Real Estate Select Sector SPDR Fund XLRE

Fund Type:
ETF
Total Assets:
$2B
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
SPDR State Street Global Advisors
Underlying Index:
Real Estate Select Sector Index
Inception Date:
10/7/2015

Wilshire US REIT ETF WREI

Fund Type:
ETF
Total Assets:
$20M
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
Guggenheim Investments
Underlying Index:
Wilshire US Real Estate Investment Trust Index
Inception Date:
3/9/2010

Vanguard REIT Index Fund ETF Shares VNQ

Fund Type:
ETF
Total Assets:
$59B
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
Vanguard
Underlying Index:
MSCI US REIT Index
Inception Date:
9/23/2004

iShares Core U.S. REIT ETF USRT

Fund Type:
ETF
Total Assets:
$66M
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
iShares
Underlying Index:
FTSE NAREIT Equity REITs Index
Inception Date:
5/1/2007

Global X SuperDividend® REIT ETF SRET

Fund Type:
ETF
Total Assets:
$33M
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
Global X Funds
Underlying Index:
Solactive Global Superdividend REIT Index
Inception Date:
3/16/2015

Schwab U.S. REIT ETF™ SCHH

Fund Type:
ETF
Total Assets:
$3B
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
Schwab ETFs
Underlying Index:
Dow Jones U.S. Select REIT Index
Inception Date:
1/13/2011

SPDR® Dow Jones REIT ETF RWR

Fund Type:
ETF
Total Assets:
$3B
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
SPDR State Street Global Advisors
Underlying Index:
Dow Jones U.S. Select REIT Index
Inception Date:
4/23/2001

IQ U.S. Real Estate Small Cap ETF ROOF

Fund Type:
ETF
Total Assets:
$88M
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
IndexIQ
Underlying Index:
IQ US Real Estate Small Cap Index
Inception Date:
6/14/2011

Hartford Multifactor REIT ETF RORE

Fund Type:
ETF
Total Assets:
$4M
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
Lattice Strategies LLC
Underlying Index:
Hartford Risk-Optimized Multifactor REIT Index
Inception Date:
10/3/2016

iShares Global REIT ETF REET

Fund Type:
ETF
Total Assets:
$226M
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
iShares
Underlying Index:
FTSE EPRA/NAREIT Global REIT Index
Inception Date:
7/8/2014

iShares Mortgage Real Estate Capped ETF REM

Fund Type:
ETF
Total Assets:
$1B
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
iShares
Underlying Index:
FTSE NAREIT All Mortgage Capped Index
Inception Date:
5/1/2007

iShares Residential Real Estate Capped ETF REZ

Fund Type:
ETF
Total Assets:
$378M
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
iShares
Underlying Index:
FTSE NAREIT All Residential Capped Index
Inception Date:
5/1/2007

PowerShares Active U.S. Real Estate Fund PSR

Fund Type:
ETF
Total Assets:
$26M
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
PowerShares
Underlying Index:
No Underlying Index
Inception Date:
11/20/2008

The Long-Term Care ETF OLD

Fund Type:
ETF
Total Assets:
$5M
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
Janus
Underlying Index:
Solactive Long-Term Care Index
Inception Date:
6/8/2016

VanEck Vectors Mortgage REIT Income ETF MORT

Fund Type:
ETF
Total Assets:
$106M
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
Van Eck
Underlying Index:
MVIS Global Mortgage REITs Index
Inception Date:
8/16/2011

PowerShares KBW Premium Yield Equity REIT Portfolio KBWY

Fund Type:
ETF
Total Assets:
$202M
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
PowerShares
Underlying Index:
KBW Nasdaq Premium Yield Equity REIT Index
Inception Date:
12/2/2010

iShares U.S. Real Estate ETF IYR

Fund Type:
ETF
Total Assets:
$4B
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
iShares
Underlying Index:
Dow Jones U.S. Real Estate Index
Inception Date:
6/12/2000

iShares Cohen & Steers REIT ETF ICF

Fund Type:
ETF
Total Assets:
$4B
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
iShares
Underlying Index:
Cohen & Steers Realty Majors Index
Inception Date:
1/29/2001

First Trust S&P REIT Index Fund FRI

Fund Type:
ETF
Total Assets:
$246M
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
First Trust
Underlying Index:
S&P United States REIT Index
Inception Date:
5/8/2007

Fidelity® MSCI Real Estate Index ETF FREL

Fund Type:
ETF
Total Assets:
$210M
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
Fidelity Investments
Underlying Index:
MSCI USA IMI Real Estate Index
Inception Date:
2/2/2015

Guggenheim S&P 500® Equal Weight Real Estate ETF EWRE

Fund Type:
ETF
Total Assets:
$32M
Fund Category:
Sector
Morningstar Category:
Real Estate
ETF Type:
Real Estate
ETF Category:
Real Estate
Fund Family:
Guggenheim Investments
Underlying Index:
S&P 500 Equal Weight Real Estate Index
Inception Date:
8/12/2015