REIT vs. JRE ETF Comparison
Comparison of ALPS Active REIT ETF (REIT) to Janus Henderson U.S. Real Estate ETF (JRE)
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
$29.06
Average Daily Volume
11,453
28
JRE
Janus Henderson U.S. Real Estate ETF
JRE Description
An actively managed equity Portfolio that seeks compelling outperformance by investing in REITs and real estate related businesses. Our emphasis on local property market knowledge combined with a repeatable, disciplined investment process seeks to provide defensive growth, diversification relative to broad equities and fixed income, and dividends for investors.Grade (RS Rating)
Last Trade
$25.23
Average Daily Volume
834
21
Performance
Period | REIT | JRE |
---|---|---|
30 Days | 0.49% | -1.55% |
60 Days | -0.45% | -2.22% |
90 Days | 1.80% | 0.80% |
12 Months | 25.34% | 22.84% |
12 Overlapping Holdings
Symbol | Grade | Weight in REIT | Weight in JRE | Overlap | |
---|---|---|---|---|---|
AVB | B | 3.05% | 5.14% | 3.05% | |
ELS | C | 2.54% | 3.76% | 2.54% | |
EQIX | A | 9.08% | 10.5% | 9.08% | |
FR | D | 4.0% | 3.67% | 3.67% | |
KRC | B | 2.33% | 2.08% | 2.08% | |
MAC | B | 2.65% | 2.99% | 2.65% | |
O | C | 3.63% | 7.53% | 3.63% | |
PLD | F | 5.57% | 5.46% | 5.46% | |
PSA | C | 4.82% | 8.4% | 4.82% | |
SBRA | C | 2.77% | 2.78% | 2.77% | |
UDR | B | 3.12% | 4.13% | 3.12% | |
WELL | A | 5.01% | 8.39% | 5.01% |
REIT: Top Represented Industries & Keywords
JRE: Top Represented Industries & Keywords