ROOF
IQ U.S. Real Estate Small Cap ETFROOF Fund Description
ROOF tracks an index of REITs and real estate holding companies with market capitalizations in the bottom 10% of the industry as a whole.
ROOF Factset Analytics Insight
ROOF delivers excellent exposure to small-cap REITs and real estate holding companies in an expensive package. As you would expect, ROOF's portfolio bears little resemblance to our benchmark, which is dominated by large caps. Still the fund’s exposure to the various subsectors—commercial, residential and specialized REITs—is surprisingly marketlike. To get access to this riskier slice of the segment, investors pay a huge expense ratio -among the highest you will see for any US sector fund—and face higher trading costs too. In all, investors pay a huge expense ratio but ROOF but it hits what it aims at.
ROOF MSCI ESG Analytics Insight
IQ U.S. Real Estate Small Cap ETF has an MSCI ESG Fund Rating of B based on a score of 1.72 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 3th 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 Charts And Performance
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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 Tradability
ROOF Sector/Industry Breakdown
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ROOF Top 10 Holdings[View All]
ROOF Countries
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ROOF Regions
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ROOF Economic Development
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ROOF Performance Statistics
ROOF MSCI ESG Ratings
ROOF Benchmark Comparison Summary
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ROOF Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.