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ETFs

ALPS ETF Trust ALPS Active REIT ETF

REIT
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Feb 24 2021
Expense Ratio
0.68%
Type
US Equities
Fund Owner
ALPS
Volume (1m avg. daily)
$41,457
AUM
$17,354,507
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

EQIX
Equinix Inc
6.79%
SPG
Simon Property Group, Inc.
6.38%
PLD
Prologis Inc
5.34%
AVB
Avalonbay Communities Inc.
5.07%
PEAK
Healthpeak Properties Inc.
5.03%
INVH
Invitation Homes Inc
4.87%
DLR
Digital Realty Trust Inc
4.55%
O
Realty Income Corp.
4.51%
REXR
Rexford Industrial Realty Inc
4.51%
VICI
VICI Properties Inc
4.21%
Invest with REIT

What is REIT?

The Fund will, under normal circumstances, seek to achieve its investment objective by investing at least 80% of its net assets in publicly traded equity securities of real estate investment trusts ( REITs ). The Fund will primarily invest in publicly traded common equity securities of U.S. REITs. The Fund may also invest a portion of its assets in publicly traded common equity of U.S. real estate operating companies (not structured as REITs), publicly traded preferred equity of U.S. REITs and real estate operating companies, and cash and cash equivalents. It relies on the Blue Tractor model for semi-transparent ETFs.

ETFs related toREIT

ETFs correlated to REIT include BBRE, RWR, USRT

REIT
ALPS Fund Services - ALPS Active REIT ETF
BBRE
J.P.Morgan Investment Management Inc. - JPMorgan BetaBuilders MSCI U.S. REIT ETF
RWR
SPDR Series Trust - SPDR DJ Wilshire REIT ETF
USRT
BlackRock Institutional Trust Company N.A. - iShares Core U.S. REIT ETF
SCHH
Schwab Strategic Trust - Schwab U.S. REIT ETF
VNQ
Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF
DFAR
Dimensional ETF Trust - Dimensional US Real Estate ETF
FREL
Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
IYR
BlackRock Institutional Trust Company N.A. - iShares U.S. Real Estate ETF
DFGR
Dimensional ETF Trust - Dimensional Global Real Estate ETF
ICF
BlackRock Institutional Trust Company N.A. - iShares Cohen & Steers REIT ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toREIT

#PTS

Pick the Trending Sector

Category

Grow Your Portfolio, Ride the Momentum

Risk Rating

Aggressive

#DB

Diversification at its Best

Category

Tactical Asset Allocation, Be Risk Aware, Diversification

Risk Rating

Moderate

Create your own algorithmic trading strategy with REIT using Composer

FAQ

REIT is a US Equities ETF. The Fund will, under normal circumstances, seek to achieve its investment objective by investing at least 80% of its net assets in publicly traded equity securities of real estate investment trusts ( REITs ). The Fund will primarily invest in publicly traded common equity securities of U.S. REITs. The Fund may also invest a portion of its assets in publicly traded common equity of U.S. real estate operating companies (not structured as REITs), publicly traded preferred equity of U.S. REITs and real estate operating companies, and cash and cash equivalents. It relies on the Blue Tractor model for semi-transparent ETFs.

Yes, REIT is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, REIT is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on REIT is -0.0307%. This is the percent change in the value of REIT over the most recent 1-month period. The 3-month return on REIT is -0.0275%. This is the percent change in the value of REIT over the most recent 3-month period.

The standard deviation of REIT for the past year is 0.2188%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to REIT include XLI, XLY, and XLV.

ETFs correlated to REIT include BBRE, RWR, and USRT.

ETFs that are inversely correlated to REIT include SRS, DRV, and RWM.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.