U.S. Real Estate Leaders or Global Property Markets? XLRE vs. RWO
The Real Estate Select Sector SPDR Fund (XLRE) offers exposure to the S&P 500 real estate sector, whereas the SPDR Dow Jones Global Real Estate ETF (RWO) provides access to global listed property markets. Selecting between these funds requires consideration of trade-offs in yield, cost, geographic focus, and risk.
U.S. Real Estate Leaders or Global Property Markets? XLRE vs. RWO
Overview
The State Street Real Estate Select Sector SPDR ETF (NYSEMKT:XLRE) offers a low-cost, U.S.-concentrated alternative to the global reach and higher fee structure of the State Street SPDR Dow Jones Global Real Estate ETF (NYSEMKT:RWO).
Investors weighing real estate exposure often choose between domestic concentration and international diversification. While both funds are managed by State Street Global Advisors, they target different benchmarks. This analysis evaluates whether the low-cost, large-cap focus of one fund outweighs the broad, multi-country reach of the other for long-term income seekers.
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.
