CRED vs. IDGT ETF Comparison

Comparison of Columbia Research Enhanced Real Estate ETF (CRED) to iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT)
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

$19.93

Average Daily Volume

93

Number of Holdings *

10

* may have additional holdings in another (foreign) market
IDGT

iShares U.S. Digital Infrastructure and Real Estate ETF

IDGT Description The underlying index which measures the performance of stocks of U.S.-listed companies, as well as U.S.-listed ADRs of foreign companies from developed markets, involved in the ownership and management of data centers, telecommunication towers, and related equipment, as determined by S&P Dow Jones Indices LLC. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$66.33

Average Daily Volume

3,876

Number of Holdings *

28

* may have additional holdings in another (foreign) market
Performance
Period CRED IDGT
30 Days -2.93% -6.70%
60 Days -4.99% -8.90%
90 Days -3.39% -2.94%
12 Months 0.58% 8.22%
4 Overlapping Holdings
Symbol Grade Weight in CRED Weight in IDGT Overlap
AMT D 11.02% 9.39% 9.39%
CCI D 7.44% 7.37% 7.37%
DLR C 5.45% 10.56% 5.45%
EQIX F 7.08% 9.11% 7.08%
CRED Overweight 6 Positions Relative to IDGT
Symbol Grade Weight
SPG D 7.69%
O A 5.83%
INVH B 3.08%
AVB A 3.01%
MAA A 3.0%
WY F 2.99%
CRED Underweight 24 Positions Relative to IDGT
Symbol Grade Weight
FSLY F -5.25%
MSI B -5.2%
NOK A -4.99%
QCOM A -4.89%
CSCO F -4.76%
ERIC D -4.73%
ANET C -4.68%
SBAC F -4.58%
UNIT B -4.29%
NTAP B -4.27%
MRVL C -4.17%
SMCI D -3.52%
JNPR D -3.48%
CIEN C -1.92%
EXTR F -0.51%
CALX F -0.46%
CRDO F -0.4%
ATEN A -0.35%
SGH D -0.22%
INFN B -0.21%
RDWR D -0.19%
CLFD B -0.16%
COMM F -0.08%
ADTN F -0.05%
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