NBGR vs. REIT ETF Comparison
Comparison of Neuberger Berman Global Real Estate ETF (NBGR) to ALPS Active REIT ETF (REIT)
NBGR
Neuberger Berman Global Real Estate ETF
NBGR Description
The fund normally invests at least 80% of its net assets in U.S. and non-U.S. equity securities issued by real estate investment trusts and common stocks and other securities issued by other real estate companies, including rights and warrants, and convertible and preferred securities. It defines a real estate company as one that derives at least 50% of its revenue or profits from real estate or has at least 50% of its assets invested in real estate.
Grade (RS Rating)
Last Trade
$29.85
Average Daily Volume
603
32
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
$28.93
Average Daily Volume
11,334
30
Performance
Period | NBGR | REIT |
---|---|---|
30 Days | 2.75% | 0.87% |
60 Days | 8.10% | 6.13% |
90 Days | 15.67% | 14.35% |
12 Months | 31.54% |
18 Overlapping Holdings
Symbol | Grade | Weight in NBGR | Weight in REIT | Overlap | |
---|---|---|---|---|---|
AMT | C | 5.2% | 1.16% | 1.16% | |
AVB | C | 3.34% | 2.97% | 2.97% | |
DLR | C | 1.2% | 3.03% | 1.2% | |
ELS | D | 1.04% | 2.47% | 1.04% | |
EPRT | C | 1.27% | 2.71% | 1.27% | |
EQIX | B | 4.44% | 8.74% | 4.44% | |
EXR | C | 1.53% | 4.05% | 1.53% | |
INVH | D | 1.07% | 3.96% | 1.07% | |
IRM | B | 2.96% | 2.04% | 2.04% | |
KRC | C | 0.88% | 2.26% | 0.88% | |
MAC | B | 0.86% | 2.35% | 0.86% | |
O | A | 1.84% | 3.97% | 1.84% | |
PLD | D | 4.28% | 5.97% | 4.28% | |
PSA | C | 4.11% | 5.08% | 4.11% | |
SPG | A | 2.69% | 4.11% | 2.69% | |
UDR | C | 1.49% | 3.11% | 1.49% | |
VICI | C | 1.12% | 4.91% | 1.12% | |
WELL | B | 2.93% | 4.64% | 2.93% |
NBGR: Top Represented Industries & Keywords
REIT: Top Represented Industries & Keywords