PSR vs. JPRE ETF Comparison
Comparison of PowerShares Active U.S. Real Estate Fund (PSR) to JPMorgan Realty Income ETF (JPRE)
PSR
PowerShares Active U.S. Real Estate Fund
PSR Description
The PowerShares Active U.S. Real Estate Fund (Fund) structures and selects its investments primarily from a universe of securities that are included within the FTSE NAREIT All Equity REITs Index at the time of purchase. The selection methodology uses quantitative and statistical metrics to identify attractively priced securities and manage risk. The Fund will invest principally in equity real estate investment trusts (REITs). The Fund is rebalanced and reconstituted monthly.
Grade (RS Rating)
Last Trade
$96.74
Average Daily Volume
3,199
29
JPRE
JPMorgan Realty Income ETF
JPRE Description
The investment seeks to provide high total investment return through a combination of capital appreciation and current income. The fund seeks to achieve its objective by investing substantially all of its assets, and in any event under normal circumstances at least 80% of its net assets (plus the amount of any borrowings for investment purposes), in equity securities of real estate investment trusts (REITs), including REITs with relatively small market capitalizations. It may invest in both equity REITs and mortgage REITs. The fund is non-diversified.Grade (RS Rating)
Last Trade
$50.18
Average Daily Volume
23,725
29
Performance
Period | PSR | JPRE |
---|---|---|
30 Days | -0.80% | -0.80% |
60 Days | -1.87% | -1.82% |
90 Days | 3.30% | 3.36% |
12 Months | 20.06% | 24.21% |
13 Overlapping Holdings
Symbol | Grade | Weight in PSR | Weight in JPRE | Overlap | |
---|---|---|---|---|---|
AMT | D | 6.27% | 7.89% | 6.27% | |
ARE | F | 2.02% | 3.23% | 2.02% | |
DLR | A | 4.33% | 5.7% | 4.33% | |
EGP | D | 2.3% | 2.88% | 2.3% | |
ELS | B | 3.14% | 3.7% | 3.14% | |
EQIX | A | 8.78% | 8.35% | 8.35% | |
EQR | C | 4.75% | 2.66% | 2.66% | |
INVH | D | 3.76% | 1.41% | 1.41% | |
KIM | A | 2.69% | 1.41% | 1.41% | |
PLD | D | 3.73% | 6.33% | 3.73% | |
PSA | D | 3.27% | 1.6% | 1.6% | |
SBAC | D | 4.55% | 2.02% | 2.02% | |
WELL | A | 8.81% | 7.66% | 7.66% |
PSR: Top Represented Industries & Keywords
JPRE: Top Represented Industries & Keywords