EWRE Invesco S&P 500 Equal Weight Real Estate ETF
What is EWRE?
EWRE tracks an equal-weighted index of US real estate equities selected from the S&P 500. The index excludes mortgage REITs and real estate management and development firms.
EWRE Factset Analytics Insight
EWRE is the first equal-weighted ETF in the popular US real estate segment. Equal-weighting shrinks the footprint of the largest REITs in the portfolio, but the fund’s S&P 500 universe excludes small-caps, which would otherwise tilt the equal-weighted portfolio much smaller. EWRE’s underlying industry classification system means that it can include a small portion of non-REIT real estate management and development companies, while mortgage REITs are out of bounds. In all, EWRE offers a concentrated, equal-weight alternative in a space dominated by cap-weighted funds. Through September 2016, EWRE had failed to attract any investor interest. This changed somewhat due to an unusual arrangement with sister fund RYF, which needed to divest itself of REITs to comply with a GICS classification change. RYF provided AUM in the form of REITs to EWRE in return for its shares, which were then distributed to RYF shareholders as of 9/16/2016, thus providing a modest but critical boost to EWRE’s AUM.
EWRE Summary Data
EWRE Portfolio Data
EWRE Index Data
EWRE Portfolio Management
EWRE Tax Exposures
EWRE Fund Structure
EWRE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EWRE. EWRE is rated a 5 out of 5.
EWRE Tradability
EWRE Sector/Industry Breakdown
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EWRE Top 10 Holdings[View All]
EWRE Countries
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EWRE Regions
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EWRE Economic Development
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EWRE Performance Statistics
EWRE Benchmark Comparison Summary
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EWRE Benchmark Comparison Market Cap Size
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