IVRA vs. REIT ETF Comparison
Comparison of Invesco Real Assets ESG ETF (IVRA) to ALPS Active REIT ETF (REIT)
IVRA
Invesco Real Assets ESG ETF
IVRA Description
Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Real Assets ESG ETF is an exchange traded fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., Invesco Capital Management LLC. It invests in public equity markets of the United States and Canada region. It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental analysis to create its portfolio. It employs proprietary research to create its portfolio. It does not invest in stocks of companies operating across include substantial involvement in the production of tobacco products, controversial weapons, engagement in cultivation, production or distribution of recreational cannabis, extraction of thermal coal, and extraction of fossil fuels from unconventional sources, among other exclusionary criteria sectors. Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Real Assets ESG ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$16.67
Average Daily Volume
4,373
43
REIT
ALPS Active REIT ETF
REIT Description
The investment seeks total return through dividends and capital appreciation. 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 REITs. It 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 is non-diversified.Grade (RS Rating)
Last Trade
$28.90
Average Daily Volume
11,453
28
Performance
| Period | IVRA | REIT |
|---|---|---|
| 30 Days | 2.50% | 0.49% |
| 60 Days | 2.58% | -0.45% |
| 90 Days | 5.66% | 1.80% |
| 12 Months | 30.43% | 25.34% |
11 Overlapping Holdings
| Symbol | Grade | Weight in IVRA | Weight in REIT | Overlap | |
|---|---|---|---|---|---|
| AMT | C | 4.87% | 0.99% | 0.99% | |
| DLR | B | 2.22% | 3.39% | 2.22% | |
| DOC | C | 1.1% | 3.99% | 1.1% | |
| EQIX | A | 5.67% | 9.08% | 5.67% | |
| EXR | C | 1.08% | 3.82% | 1.08% | |
| HST | C | 1.88% | 3.03% | 1.88% | |
| INVH | D | 1.18% | 3.86% | 1.18% | |
| KRC | B | 0.25% | 2.33% | 0.25% | |
| PLD | F | 6.06% | 5.57% | 5.57% | |
| PSA | C | 2.95% | 4.82% | 2.95% | |
| SPG | A | 3.94% | 4.49% | 3.94% |
IVRA Overweight 32 Positions Relative to REIT
| Symbol | Grade | Weight | |
|---|---|---|---|
| LNG | A | 4.51% | |
| OKE | A | 3.29% | |
| SRE | A | 2.98% | |
| ARE | F | 2.92% | |
| SUI | C | 2.69% | |
| TRGP | A | 2.56% | |
| REXR | F | 2.42% | |
| CCI | C | 2.36% | |
| CNP | A | 1.87% | |
| SBAC | D | 1.78% | |
| NEM | D | 1.75% | |
| WMB | A | 1.71% | |
| TRNO | F | 1.61% | |
| WFG | C | 1.52% | |
| KMI | A | 1.43% | |
| WTRG | B | 1.39% | |
| KIM | A | 1.3% | |
| WY | F | 1.28% | |
| CTVA | C | 1.09% | |
| SW | A | 1.04% | |
| ASR | D | 1.02% | |
| WPC | C | 1.01% | |
| AWK | C | 0.98% | |
| PAC | B | 0.98% | |
| AMH | C | 0.95% | |
| RLJ | C | 0.94% | |
| IP | A | 0.89% | |
| PCH | F | 0.89% | |
| ATO | A | 0.79% | |
| REG | A | 0.76% | |
| DBRG | F | 0.61% | |
| ADM | D | 0.43% |
IVRA: Top Represented Industries & Keywords
REIT: Top Represented Industries & Keywords
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