ROOFIQ U.S. Real Estate Small Cap ETF
ROOF Fund Description
ROOF tracks an index of REITs and real estate holding companies with market capitalizations in the bottom 10% of the broad US real estate sector.
ROOF Factset Analytics Insight
ROOF delivers representative exposure to small-cap REITs and real estate holding companies in the US. Although ROOF only considers the bottom 10% in capitalization, thereby trimming its portfolio of larger caps, this vanilla fund’s exposure to various sub-sectors—commercial, residential and specialized REITs—is surprisingly market-like. Additionally, the underlying index simply selects and weights securities by market cap. The index is reconstituted and rebalanced on a quarterly basis.
ROOF MSCI ESG Analytics Insight
IQ U.S. Real Estate Small Cap ETF has an MSCI ESG Fund Rating of CCC based on a score of 1.27 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. IQ U.S. Real Estate Small Cap ETF ranks in the 1st percentile within its peer group and in the 2nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ROOF MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
ROOF Summary Data
ROOF Portfolio Data
ROOF Index Data
ROOF Portfolio Management
ROOF Tax Exposures
ROOF Fund Structure
ROOF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ROOF. ROOF is rated a 4 out of 5.
ROOF Sector/Industry Breakdown
ROOF Top 10 Holdings[View All]
ROOF Economic Development
ROOF Performance Statistics
ROOF MSCI ESG Ratings
ROOF Benchmark Comparison Summary
ROOF Benchmark Comparison Market Cap Size