JPRE vs. REIT ETF Comparison
Comparison of JPMorgan Realty Income ETF (JPRE) to ALPS Active REIT ETF (REIT)
JPRE
JPMorgan Realty Income ETF
JPRE Description
The investment seeks to provide high total investment return through a combination of capital appreciation and current income. The fund seeks to achieve its objective by investing substantially all of its assets, and in any event under normal circumstances at least 80% of its net assets (plus the amount of any borrowings for investment purposes), in equity securities of real estate investment trusts (REITs), including REITs with relatively small market capitalizations. It may invest in both equity REITs and mortgage REITs. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$51.94
Average Daily Volume
27,882
26
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
$29.42
Average Daily Volume
10,253
30
Performance
| Period | JPRE | REIT |
|---|---|---|
| 30 Days | 8.56% | 7.25% |
| 60 Days | 11.55% | 8.96% |
| 90 Days | 18.91% | 16.68% |
| 12 Months | 27.63% | 23.43% |
16 Overlapping Holdings
| Symbol | Grade | Weight in JPRE | Weight in REIT | Overlap | |
|---|---|---|---|---|---|
| ADC | B | 3.35% | 1.46% | 1.46% | |
| AMT | B | 10.97% | 1.19% | 1.19% | |
| COLD | D | 2.33% | 2.2% | 2.2% | |
| CUZ | B | 1.07% | 2.24% | 1.07% | |
| DLR | A | 6.01% | 2.98% | 2.98% | |
| ELS | B | 3.11% | 2.61% | 2.61% | |
| EQIX | B | 8.36% | 8.59% | 8.36% | |
| EQR | B | 3.06% | 3.56% | 3.06% | |
| EXR | A | 3.96% | 4.05% | 3.96% | |
| HST | D | 1.64% | 2.91% | 1.64% | |
| PLD | B | 7.6% | 6.17% | 6.17% | |
| PSA | A | 1.63% | 5.08% | 1.63% | |
| SBRA | A | 1.69% | 2.72% | 1.69% | |
| UDR | B | 3.74% | 3.18% | 3.18% | |
| VICI | B | 4.44% | 4.98% | 4.44% | |
| WELL | B | 7.27% | 4.69% | 4.69% |
JPRE: Top Represented Industries & Keywords
REIT: Top Represented Industries & Keywords
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