REIT vs. CRED ETF Comparison
Comparison of ALPS Active REIT ETF (REIT) to Columbia Research Enhanced Real Estate ETF (CRED)
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
$28.81
Average Daily Volume
11,645
28
CRED
Columbia Research Enhanced Real Estate ETF
CRED Description
Columbia Research Enhanced Real Estate ETF (the Fund) seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Lionstone Research Enhanced REIT Index (the Index). The Beta Advantage® Lionstone Research Enhanced REIT Index (the “Index”) aims to achieve stronger total return than the FTSE NAREIT All Equity REITs Index through a rules-based strategic beta approach. The Index methodology leverages proprietary research and insights from Lionstone Investments and Columbia Threadneedle Investments to score and weight each constituent within the FTSE NAREIT All Equity REITs Index on such factors as liquidity, income, geographic exposure, quality, value, catalyst and research rating.Grade (RS Rating)
Last Trade
$23.22
Average Daily Volume
678
70
Performance
Period | REIT | CRED |
---|---|---|
30 Days | -1.50% | -3.32% |
60 Days | -0.76% | -2.47% |
90 Days | 3.71% | 4.41% |
12 Months | 24.86% | 31.09% |
17 Overlapping Holdings
Symbol | Grade | Weight in REIT | Weight in CRED | Overlap | |
---|---|---|---|---|---|
AMT | D | 0.99% | 10.98% | 0.99% | |
AVB | B | 3.05% | 3.32% | 3.05% | |
CUZ | B | 3.05% | 0.83% | 0.83% | |
DLR | A | 3.39% | 6.22% | 3.39% | |
DOC | D | 3.99% | 2.75% | 2.75% | |
EPRT | A | 2.65% | 0.54% | 0.54% | |
EQIX | A | 9.08% | 7.18% | 7.18% | |
FR | C | 4.0% | 0.92% | 0.92% | |
HST | D | 3.03% | 1.27% | 1.27% | |
INVH | D | 3.86% | 2.5% | 2.5% | |
IRM | C | 2.01% | 3.91% | 2.01% | |
KRC | C | 2.33% | 0.87% | 0.87% | |
LXP | D | 1.77% | 0.49% | 0.49% | |
MAC | A | 2.65% | 0.43% | 0.43% | |
O | C | 3.63% | 5.9% | 3.63% | |
SBRA | B | 2.77% | 0.76% | 0.76% | |
SPG | A | 4.49% | 7.67% | 4.49% |
REIT Underweight 53 Positions Relative to CRED
Symbol | Grade | Weight | |
---|---|---|---|
CCI | C | -6.96% | |
MAA | A | -3.18% | |
SBAC | D | -2.68% | |
WY | D | -2.39% | |
LAMR | D | -1.93% | |
GLPI | C | -1.81% | |
AMH | C | -1.7% | |
BXP | D | -1.51% | |
BRX | A | -1.45% | |
OHI | B | -1.36% | |
SUI | C | -1.31% | |
CUBE | C | -1.2% | |
KRG | A | -1.01% | |
STAG | D | -0.96% | |
NNN | C | -0.85% | |
RHP | B | -0.85% | |
HIW | D | -0.78% | |
EPR | D | -0.77% | |
CTRE | C | -0.73% | |
VNO | C | -0.64% | |
APLE | B | -0.64% | |
NSA | C | -0.63% | |
PECO | A | -0.61% | |
RYN | D | -0.51% | |
OUT | A | -0.51% | |
MPW | F | -0.47% | |
BNL | D | -0.43% | |
PK | D | -0.4% | |
CDP | C | -0.39% | |
SKT | A | -0.39% | |
PCH | D | -0.36% | |
DEI | B | -0.33% | |
GNL | D | -0.31% | |
UE | A | -0.28% | |
PDM | D | -0.27% | |
UNIT | B | -0.22% | |
XHR | B | -0.2% | |
RLJ | C | -0.19% | |
DRH | B | -0.19% | |
JBGS | F | -0.18% | |
SHO | D | -0.17% | |
AHH | D | -0.17% | |
BDN | C | -0.16% | |
UMH | A | -0.14% | |
ESRT | C | -0.13% | |
PEB | F | -0.12% | |
WSR | A | -0.12% | |
GMRE | F | -0.11% | |
INN | D | -0.09% | |
PGRE | D | -0.08% | |
HPP | F | -0.07% | |
ILPT | D | -0.02% | |
OPI | F | -0.01% |
REIT: Top Represented Industries & Keywords
CRED: Top Represented Industries & Keywords