IVRA vs. RWR ETF Comparison
Comparison of Invesco Real Assets ESG ETF (IVRA) to SPDR DJ Wilshire REIT ETF (RWR)
IVRA
Invesco Real Assets ESG ETF
IVRA Description
Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Real Assets ESG ETF is an exchange traded fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., Invesco Capital Management LLC. It invests in public equity markets of the United States and Canada region. It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental analysis to create its portfolio. It employs proprietary research to create its portfolio. It does not invest in stocks of companies operating across include substantial involvement in the production of tobacco products, controversial weapons, engagement in cultivation, production or distribution of recreational cannabis, extraction of thermal coal, and extraction of fossil fuels from unconventional sources, among other exclusionary criteria sectors. Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Real Assets ESG ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$13.42
Average Daily Volume
3,945
34
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
$86.85
Average Daily Volume
286,563
97
Performance
| Period | IVRA | RWR |
|---|---|---|
| 30 Days | -3.71% | -6.25% |
| 60 Days | -0.77% | -5.58% |
| 90 Days | -1.27% | -6.21% |
| 12 Months | -0.28% | 2.73% |
20 Overlapping Holdings
| Symbol | Grade | Weight in IVRA | Weight in RWR | Overlap | |
|---|---|---|---|---|---|
| ADC | B | 2.7% | 0.6% | 0.6% | |
| ARE | C | 3.13% | 2.06% | 2.06% | |
| CPT | B | 2.48% | 1.12% | 1.12% | |
| DLR | C | 1.48% | 4.57% | 1.48% | |
| DOC | A | 2.84% | 1.38% | 1.38% | |
| EQIX | D | 5.89% | 7.42% | 5.89% | |
| EQR | A | 0.69% | 2.34% | 0.69% | |
| INN | C | 0.73% | 0.07% | 0.07% | |
| INVH | B | 2.27% | 2.15% | 2.15% | |
| KIM | D | 0.07% | 1.27% | 0.07% | |
| PLD | D | 5.27% | 11.49% | 5.27% | |
| PSA | D | 3.49% | 4.61% | 3.49% | |
| REXR | F | 0.09% | 1.06% | 0.09% | |
| RLJ | C | 1.02% | 0.19% | 0.19% | |
| SITC | C | 0.99% | 0.27% | 0.27% | |
| SPG | C | 1.64% | 4.89% | 1.64% | |
| SUI | D | 2.95% | 1.62% | 1.62% | |
| UDR | A | 0.32% | 1.19% | 0.32% | |
| VTR | B | 2.09% | 1.85% | 1.85% | |
| WPC | B | 0.01% | 1.27% | 0.01% |
IVRA Underweight 77 Positions Relative to RWR
| Symbol | Grade | Weight | |
|---|---|---|---|
| WELL | B | -4.89% | |
| O | B | -4.61% | |
| EXR | D | -3.19% | |
| AVB | A | -2.84% | |
| ESS | B | -1.68% | |
| MAA | D | -1.63% | |
| HST | C | -1.52% | |
| AMH | C | -1.23% | |
| ELS | D | -1.23% | |
| CUBE | C | -1.05% | |
| REG | D | -1.04% | |
| BXP | D | -0.95% | |
| EGP | F | -0.88% | |
| OHI | D | -0.8% | |
| NNN | C | -0.8% | |
| FRT | B | -0.79% | |
| STAG | D | -0.74% | |
| FR | D | -0.73% | |
| RHP | C | -0.72% | |
| COLD | F | -0.69% | |
| BRX | D | -0.69% | |
| TRNO | D | -0.57% | |
| AIRC | A | -0.57% | |
| VNO | B | -0.48% | |
| KRG | B | -0.47% | |
| EPRT | A | -0.44% | |
| PECO | D | -0.43% | |
| IRT | A | -0.39% | |
| PK | B | -0.38% | |
| KRC | D | -0.38% | |
| CUZ | C | -0.37% | |
| MAC | C | -0.37% | |
| SLG | A | -0.36% | |
| APLE | D | -0.36% | |
| EPR | D | -0.33% | |
| CTRE | A | -0.33% | |
| SKT | C | -0.31% | |
| NSA | B | -0.3% | |
| BNL | D | -0.29% | |
| IIPR | B | -0.29% | |
| LXP | D | -0.28% | |
| HIW | B | -0.27% | |
| NHI | A | -0.27% | |
| MPW | B | -0.26% | |
| DEI | A | -0.24% | |
| SHO | C | -0.24% | |
| FCPT | D | -0.23% | |
| EQC | F | -0.22% | |
| UE | D | -0.21% | |
| DRH | C | -0.21% | |
| PEB | C | -0.2% | |
| AKR | A | -0.18% | |
| XHR | B | -0.17% | |
| ROIC | D | -0.16% | |
| ESRT | C | -0.14% | |
| JBGS | D | -0.14% | |
| GTY | B | -0.13% | |
| NTST | B | -0.12% | |
| AIV | A | -0.12% | |
| GNL | F | -0.12% | |
| DEA | B | -0.1% | |
| SVC | F | -0.1% | |
| UMH | B | -0.1% | |
| AAT | B | -0.1% | |
| PLYM | D | -0.09% | |
| CSR | A | -0.09% | |
| PDM | A | -0.08% | |
| PGRE | B | -0.08% | |
| HPP | F | -0.08% | |
| NXRT | B | -0.07% | |
| DHC | F | -0.06% | |
| BDN | A | -0.06% | |
| CLDT | D | -0.05% | |
| GMRE | D | -0.05% | |
| CHCT | D | -0.05% | |
| UHT | F | -0.04% | |
| OPI | F | -0.01% |
IVRA: Top Represented Industries & Keywords
RWR: Top Represented Industries & Keywords
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