IVRA vs. RWO ETF Comparison
Comparison of Invesco Real Assets ESG ETF (IVRA) to SPDR DJ Wilshire Global Real Estate ETF (RWO)
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
$16.32
Average Daily Volume
4,427
40
RWO
SPDR DJ Wilshire Global Real Estate ETF
RWO Description
The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of an index. The fund employs a sampling strategy in seeking to track the performance of the Dow Jones Global Select Real Estate Securities Indexsm. It invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in ADRs or GDRs based on securities comprising the index. The index is a float-adjusted market capitalization index designed to measure the performance of publicly traded global real estate securities. The fund is non-diversified.Grade (RS Rating)
Last Trade
$47.31
Average Daily Volume
148,721
97
Performance
Period | IVRA | RWO |
---|---|---|
30 Days | 2.64% | 2.47% |
60 Days | 7.20% | 8.09% |
90 Days | 15.08% | 14.77% |
12 Months | 35.89% | 30.82% |
18 Overlapping Holdings
Symbol | Grade | Weight in IVRA | Weight in RWO | Overlap | |
---|---|---|---|---|---|
AMH | D | 0.75% | 0.78% | 0.75% | |
ARE | D | 2.96% | 1.22% | 1.22% | |
DLR | C | 1.13% | 3.22% | 1.13% | |
DOC | B | 1.1% | 1.03% | 1.03% | |
EQIX | B | 5.5% | 5.39% | 5.39% | |
EXR | C | 1.58% | 2.42% | 1.58% | |
HST | D | 1.69% | 0.83% | 0.83% | |
INVH | D | 0.74% | 1.29% | 0.74% | |
KIM | C | 1.34% | 1.0% | 1.0% | |
PLD | D | 6.29% | 7.49% | 6.29% | |
PSA | C | 3.88% | 3.63% | 3.63% | |
REG | B | 1.3% | 0.75% | 0.75% | |
REXR | D | 2.43% | 0.71% | 0.71% | |
RLJ | D | 0.99% | 0.09% | 0.09% | |
SPG | A | 3.67% | 3.29% | 3.29% | |
SUI | C | 2.82% | 1.03% | 1.03% | |
TRNO | D | 1.67% | 0.42% | 0.42% | |
WPC | C | 1.01% | 0.89% | 0.89% |
IVRA Overweight 22 Positions Relative to RWO
IVRA Underweight 79 Positions Relative to RWO
Symbol | Grade | Weight | |
---|---|---|---|
WELL | B | -4.73% | |
O | A | -3.52% | |
AVB | C | -2.08% | |
VTR | B | -1.7% | |
EQR | C | -1.64% | |
ESS | C | -1.22% | |
MAA | C | -1.2% | |
UDR | C | -0.88% | |
ELS | D | -0.86% | |
CPT | C | -0.86% | |
CUBE | C | -0.77% | |
BXP | C | -0.75% | |
OHI | C | -0.67% | |
EGP | D | -0.59% | |
NNN | A | -0.57% | |
FRT | B | -0.55% | |
BRX | B | -0.53% | |
COLD | D | -0.48% | |
ADC | B | -0.48% | |
FR | C | -0.47% | |
STAG | D | -0.46% | |
RHP | C | -0.42% | |
VNO | B | -0.41% | |
EPRT | C | -0.39% | |
KRG | C | -0.37% | |
PECO | C | -0.3% | |
IRT | C | -0.3% | |
CTRE | B | -0.3% | |
CUZ | C | -0.29% | |
SLG | C | -0.29% | |
KRC | C | -0.27% | |
IIPR | C | -0.25% | |
NHI | C | -0.24% | |
EPR | C | -0.24% | |
MAC | B | -0.24% | |
HIW | C | -0.23% | |
BNL | B | -0.23% | |
SKT | A | -0.23% | |
MPW | C | -0.23% | |
APLE | D | -0.22% | |
NSA | C | -0.21% | |
PK | D | -0.2% | |
DEI | A | -0.19% | |
LXP | D | -0.19% | |
FCPT | C | -0.18% | |
UE | B | -0.16% | |
AKR | B | -0.15% | |
EQC | D | -0.14% | |
SHO | D | -0.14% | |
ROIC | B | -0.13% | |
DRH | D | -0.12% | |
PEB | D | -0.11% | |
GNL | D | -0.11% | |
JBGS | C | -0.1% | |
GTY | B | -0.1% | |
XHR | C | -0.1% | |
ALEX | D | -0.09% | |
ESRT | C | -0.09% | |
NTST | D | -0.08% | |
PDM | C | -0.08% | |
AIV | C | -0.08% | |
DEA | D | -0.08% | |
AAT | C | -0.08% | |
UMH | C | -0.08% | |
KW | C | -0.08% | |
NXRT | D | -0.07% | |
CSR | D | -0.07% | |
PLYM | D | -0.06% | |
BDN | A | -0.06% | |
INN | B | -0.05% | |
DHC | B | -0.05% | |
SVC | F | -0.05% | |
PGRE | D | -0.05% | |
UHT | C | -0.04% | |
HPP | F | -0.04% | |
GMRE | C | -0.04% | |
CHCT | F | -0.03% | |
CLDT | D | -0.03% | |
SRG | F | -0.01% |
IVRA: Top Represented Industries & Keywords
RWO: Top Represented Industries & Keywords