CRED vs. RWR ETF Comparison

Comparison of Columbia Research Enhanced Real Estate ETF (CRED) to SPDR DJ Wilshire REIT ETF (RWR)
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

$20.03

Average Daily Volume

96

Number of Holdings *

10

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

SPDR DJ Wilshire REIT ETF

RWR Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index. In seeking to track the performance of the Dow Jones U.S. Select REIT Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to provide a measure of real estate securities that serve as proxies for direct real estate investing, in part by excluding securities whose value is not always closely tied to the value of the underlying real estate. It is non-diversified.

Grade (RS Rating)

Last Trade

$89.35

Average Daily Volume

304,298

Number of Holdings *

97

* may have additional holdings in another (foreign) market
Performance
Period CRED RWR
30 Days -2.44% -2.24%
60 Days -5.37% -5.35%
90 Days -2.93% -2.16%
12 Months 1.07% 5.03%
7 Overlapping Holdings
Symbol Grade Weight in CRED Weight in RWR Overlap
AVB A 3.01% 2.98% 2.98%
DLR B 5.45% 4.63% 4.63%
EQIX F 7.08% 7.1% 7.08%
INVH B 3.08% 2.18% 2.18%
MAA B 3.0% 1.65% 1.65%
O B 5.83% 4.89% 4.89%
SPG D 7.69% 4.91% 4.91%
CRED Overweight 3 Positions Relative to RWR
Symbol Grade Weight
AMT D 11.02%
CCI D 7.44%
WY D 2.99%
CRED Underweight 90 Positions Relative to RWR
Symbol Grade Weight
PLD D -10.22%
WELL A -5.28%
PSA D -4.49%
EXR C -3.11%
EQR A -2.48%
ARE D -2.02%
VTR B -1.95%
ESS A -1.73%
SUI F -1.62%
HST D -1.46%
DOC A -1.43%
KIM C -1.36%
WPC C -1.3%
UDR B -1.25%
AMH D -1.25%
ELS D -1.24%
CPT A -1.15%
REG F -1.08%
CUBE D -1.0%
BXP F -0.98%
REXR D -0.98%
FRT B -0.83%
OHI A -0.82%
EGP F -0.82%
NNN A -0.81%
BRX C -0.73%
STAG D -0.7%
RHP D -0.7%
FR D -0.67%
COLD F -0.64%
ADC B -0.62%
AIRC A -0.59%
KRG C -0.52%
TRNO D -0.52%
VNO D -0.47%
EPRT A -0.46%
PECO D -0.43%
KRC D -0.4%
IRT B -0.39%
CUZ A -0.38%
PK D -0.37%
MAC D -0.37%
SLG B -0.36%
APLE F -0.35%
CTRE B -0.35%
EPR D -0.34%
SKT D -0.33%
BNL C -0.3%
NHI A -0.3%
IIPR A -0.3%
MPW C -0.3%
NSA D -0.29%
HIW A -0.29%
LXP D -0.27%
SITC C -0.27%
DEI B -0.25%
SHO D -0.23%
FCPT C -0.23%
UE B -0.22%
EQC D -0.22%
DRH D -0.21%
PEB F -0.2%
RLJ D -0.19%
AKR B -0.19%
ROIC D -0.17%
XHR B -0.16%
ESRT D -0.14%
GTY C -0.14%
JBGS F -0.14%
GNL D -0.13%
AIV B -0.12%
NTST C -0.12%
AAT B -0.11%
SVC F -0.1%
CSR A -0.1%
DEA C -0.1%
UMH C -0.1%
PLYM F -0.09%
HPP F -0.08%
PGRE B -0.08%
PDM B -0.08%
BDN B -0.07%
NXRT B -0.07%
INN D -0.07%
DHC C -0.06%
CHCT F -0.06%
CLDT F -0.05%
GMRE D -0.05%
UHT D -0.04%
OPI C -0.01%
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