CRED vs. SRHR ETF Comparison

Comparison of Columbia Research Enhanced Real Estate ETF (CRED) to SRH REIT Covered Call ETF (SRHR)
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

$23.63

Average Daily Volume

686

Number of Holdings *

70

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

SRH REIT Covered Call ETF

SRHR Description Under normal circumstances, the fund invests at least 80% of its net assets in Real Estate Investment Trusts ("REITs") that are publicly traded on domestic stock exchanges. In addition, the fund strategically implements an option strategy consisting of writing (selling) U.S. exchange-traded covered call options on the REITs in the fund"s portfolio. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$60.11

Average Daily Volume

162

Number of Holdings *

25

* may have additional holdings in another (foreign) market
Performance
Period CRED SRHR
30 Days -1.32% -1.71%
60 Days -1.75% -3.44%
90 Days 3.00% 1.62%
12 Months 25.86% 16.94%
17 Overlapping Holdings
Symbol Grade Weight in CRED Weight in SRHR Overlap
APLE B 0.64% 2.21% 0.64%
BRX A 1.45% 3.48% 1.45%
CCI D 6.96% 4.0% 4.0%
DOC D 2.75% 2.08% 2.08%
EQIX A 7.18% 14.02% 7.18%
FR C 0.92% 4.09% 0.92%
GLPI C 1.81% 1.1% 1.1%
GNL F 0.31% 4.07% 0.31%
HIW D 0.78% 7.11% 0.78%
HST C 1.27% 3.41% 1.27%
INVH D 2.5% 1.31% 1.31%
LAMR D 1.93% 8.92% 1.93%
MAA B 3.18% 2.38% 2.38%
NSA D 0.63% 2.8% 0.63%
SHO C 0.17% 3.56% 0.17%
STAG F 0.96% 4.09% 0.96%
SUI D 1.31% 2.42% 1.31%
CRED Overweight 53 Positions Relative to SRHR
Symbol Grade Weight
AMT D 10.98%
SPG B 7.67%
DLR B 6.22%
O D 5.9%
IRM D 3.91%
AVB B 3.32%
SBAC D 2.68%
WY D 2.39%
AMH D 1.7%
BXP D 1.51%
OHI C 1.36%
CUBE D 1.2%
KRG B 1.01%
KRC C 0.87%
NNN D 0.85%
RHP B 0.85%
CUZ B 0.83%
EPR D 0.77%
SBRA C 0.76%
CTRE D 0.73%
VNO B 0.64%
PECO A 0.61%
EPRT B 0.54%
RYN D 0.51%
OUT A 0.51%
LXP D 0.49%
MPW F 0.47%
BNL D 0.43%
MAC B 0.43%
PK B 0.4%
CDP C 0.39%
SKT B 0.39%
PCH D 0.36%
DEI B 0.33%
UE C 0.28%
PDM D 0.27%
UNIT B 0.22%
XHR B 0.2%
RLJ C 0.19%
DRH B 0.19%
JBGS D 0.18%
AHH D 0.17%
BDN C 0.16%
UMH C 0.14%
ESRT C 0.13%
PEB D 0.12%
WSR A 0.12%
GMRE F 0.11%
INN D 0.09%
PGRE F 0.08%
HPP F 0.07%
ILPT D 0.02%
OPI F 0.01%
CRED Underweight 8 Positions Relative to SRHR
Symbol Grade Weight
NXRT B -4.47%
EXR D -3.81%
MTN C -3.47%
REXR F -3.15%
VICI C -3.06%
PLD D -2.86%
DEA D -2.75%
EGP F -2.39%
Compare ETFs