Broader REIT Market or Lower-Cost S&P 500 Real Estate? RWR vs. XLRE
The SPDR Dow Jones REIT ETF (RWR) and the Real Estate Select Sector SPDR Fund (XLRE) both provide public real estate exposure, but their index scopes differ meaningfully.
Broader REIT Market or Lower-Cost S&P 500 Real Estate? RWR vs. XLRE
Overview
The State Street SPDR Dow Jones REIT ETF (NYSEMKT:RWR) offers broader diversification and a higher yield, while the State Street Real Estate Select Sector SPDR ETF (NYSEMKT:XLRE) provides ultra-low-cost exposure to S&P 500 real estate giants.
Both funds target the U.S. real estate market but through different lenses. State Street Real Estate Select Sector SPDR ETF focuses on the narrow slice of real estate companies within the S&P 500, excluding mortgage REITs. State Street SPDR Dow Jones REIT ETF tracks a broader index of publicly traded REITs, providing more granular exposure across the industry at a slightly higher cost. This comparison looks at how these two offerings differ in depth and historical performance.
Details
Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
Source
Originally published at www.fool.com.
