Equity: U.S. REITs
With 11 ETFs and over $12.06B in combined AUM, the Equity: U.S. REITs segment provides exposure to the U.S. space with a focus on Real Estate securities.
Year-to-date, the best-performing ETF in the segment is the Nuveen Short-Term REIT ETF (NURE), with a total return of -3.03%. Meanwhile, the most popular ETF is the Schwab U.S. REIT ETF (SCHH) with $5.28BB in assets under management.
Investors should take a look at the Schwab U.S. REIT ETF (SCHH). This fund has been chosen as an Analyst Pick by FactSet, thus is the best ETF for the average investor. SCHH tracks a market-cap-weighted index of US real estate investment trusts, excluding mortgage REITs and hybrid REITs. SCHH has an expense ratio of 0.07% and tracks the Dow Jones Equity All REIT Capped Index.
ETF.com Efficiency Insight
The average efficiency score in the Equity: U.S. REITs segment is 86 out of 100, with the iShares Core U.S. REIT ETF(USRT) obtaining the highest rating of 97 out of 100.
Costs dominate the discussion around efficiency. ETFs in the segment have an average expense ratio of 0.32% per year, with the Schwab U.S. REIT ETF (SCHH) having the lowest expense ratio, charging investors 0.07% yearly.
Investors should look for funds with tight tracking, such as the iShares Core U.S. REIT ETF (USRT), with a 12-month median tracking difference of -0.04%.
Tracking Difference (12 Month)
ETF.com Tradability Insight
The average tradability score in the Equity: U.S. REITs segment is 84 out of 100, with the iShares Cohen & Steers REIT ETF(ICF) obtaining the highest rating of 99 out of 100.
The Schwab U.S. REIT ETF (SCHH) is the undisputed segment leader when it comes to liquidity. The fund trades 41.81M in daily average volume. Investors should also find ample liquidity in the SPDR Dow Jones REIT ETF (RWR), with $15.62M in daily dollar volume.
Use limit orders to trade funds such as the ALPS REIT Dividend Dogs ETF(RDOG), due to their double-digit market spreads.
ETF.com/ Block Liquidity
ETF.com Fit Insight
The MSCI USA IMI / Equity Real Estate Investment Trusts (REITs) -IND has been selected as the index that most accurately represents the market in question. The benchmark has been selected by the ETF Analytics team at FactSet, according to a series of guidelines to ensure this index accurately captures its market.
Investors trying to match a broad market exposure should pay attention to . This fund obtains a high Fit score and investors should capture market-like returns.
Other funds diverge from the market, by nature of their investment mandates; for example, follows a strategy and obtains a low Fit score compared with our neutral benchmark.