usrt vs vnq

This is offset by a slightly higher weighting in specialized REITs in the index tracked by VNQ. Simulated, backtested or hypothetical stock trading systems in general are also subject to the fact that they are designed with the benefit of hindsight. Select REIT Index, which contains 92 constituents. REITs can play a variety of roles in your portfolio. One similarity is that the Top-10 holdings are almost exactly the same in all 3 ETFs; with General Growth Properties (GGP) just slipping out of the 10th spot in VNQ, replaced by Vornado Realty (NYSE:VNO). Still, MORT is up 12.2% year-to-date even as the Federal Reserve has boosted interest rates twice. The fact that I own VNQ in my own portfolio perhaps contributed to my viewpoint (bias?) In recent years, that search has included, in significant fashion, real estate investment trusts (REITs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isclaimer: Backtested, simulated or hypothetical performance results have certain inherent limitations. Single opportunity could 16X your investment starting next week. This is the profit analysis where backtested strategies are allowed to open both long and short positions: This is the profit analysis where backtested strategies are allowed to open long positions only: This is the profit analysis where backtested strategies are allowed to open short positions only: This profit analysis has been performed using strategies with inverted signals and transformed prices. To report a factual error in this article, simple, though well-diversified, portfolio. The Fund employs indexing to track the performance of the Index. To be honest, I came into this evaluation with somewhat of a preconceived notion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he Index is comprised of the 50 largest REIT companies within the FTSE NAREIT Composite Index. No representation is being made that you will or is likely to achieve profits or losses similar to these being shown. Both ETFs are great, low-fee investment options for your portfolio. FFO is used with REITs instead of traditional earnings per share. Some investors may not realize it, but Fidelity, not Vanguard, is home to the cheapest lineup of sector ETFs in the U.S. FREL’s “underlying index is the MSCI USA IMI Real Estate Index, which represents the performance of the real estate sector in the U.S. equity market. The 30-day SEC yield on this REIT is a whopping 9.38%. Speaking of high-yielding REIT ETFs, there is the PowerShares KBW Premium Yield Equity REIT Portfolio (NASDAQ:KBWY).

As you might quickly gather, VNQ is the obvious winner in terms of greatest diversification. These factors would affect actual trading results. Readers are advised that the material contained herein should be used solely for informational purposes, and to consult with their personal tax or financial advisors as to its applicability to their circumstances. Only Schwab U.S. REIT SCHH, Fidelity MSCI Real Estate FREL, and iShares Core U.S. REIT USRT can challenge VNQ's low price. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the FTSE NAREIT Real Estate 50 Index. How could that be? The second thing you might note, though, is that the order of performance is the same. Have a look at the picture below: First of all, you might note that VNQ (highlighted in green) is the winner as far as dividend distributions over the past year, at 4.08%. VNQ has a higher expense ratio than USRT (0.12% vs 0.08%). For a little background on REITS, as well as a link to further reading if desired, feel free to check out this article on my personal blog. In contrast the total weight of the Top-10 holdings in VNQ is a lower 36.4%. iShares and Vanguard both offer an index REIT ETF. I wrote this article myself, and it expresses my own opinions. Have another look back at the spreadsheet. SCHH actually performed the best (in this case, losing the least), followed by RWR, with VNQ once again bringing up the rear. Just two stocks — Annaly Capital and AGNC Investment REIT Corp. (NASDAQ:AGNC) — combine for almost 28% of this REIT ETF’s roster. All rights reserved. You're probably already noticing the second surprise, aren't you?

There are numerous factors related to the stock market in general and to the implementation of any stock market timing program, which cannot be fully accounted for in the preparation of hypothetical performance results. Those REIT sub-groups combine for about 55% of USRT’s lineup.

“The Hollywood Blockbuster Deal” Goes Live Days From Now…. Financial Market Data powered by FinancialContent Services, Inc. All rights reserved. REM has a three-year standard deviation of 11%. REM holds 33 stocks, which is a few more than the rival MORT, but the iShares fund also features a heavily concentrated lineup. Furthermore, it has a three-year standard deviation of 14%. Home to $35.1 billion in assets under management, VNQ is also the largest sector ETF in the U.S. VNQ holds almost 160 stocks with retail and specialized REITs combining for 36.5% of the fund’s weight. As an investor, this means that you would pay tax at your highest marginal tax rate. In terms of sectors, all three track fairly closely, with a slightly higher percentage of residential REITs being featured in RWR and SCHH; approximately 20.2% vs. 17.3% in VNQ. Mortgage REITs typically yield more than their traditional equity counterparts, but the risk with those high yields is increased sensitivity to changes in interest rates. With an annual fee of 0.12%, VNQ is a cheap REIT ETF and less expensive than 90% of competing strategies, according to Vanguard data.

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