RWR vs. CRED ETF Comparison

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

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

$105.56

Average Daily Volume

328,265

Number of Holdings ^*

98

* may have additional holdings in another (foreign) market

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

$23.49

Average Daily Volume

686

Number of Holdings ^*

70

* may have additional holdings in another (foreign) market

Performance

Period	RWR	CRED
30 Days	0.48%	-1.15%
60 Days	-0.61%	-1.36%
90 Days	2.23%	2.39%
12 Months	27.65%	25.12%

54 Overlapping Holdings

	Symbol	Grade	Weight in RWR	Weight in CRED	Overlap
	AMH	C	1.16%	1.7%	1.16%
	APLE	B	0.34%	0.64%	0.34%
	AVB	B	3.18%	3.32%	3.18%
	BDN	C	0.09%	0.16%	0.09%
	BNL	D	0.31%	0.43%	0.31%
	BRX	A	0.85%	1.45%	0.85%
	BXP	C	1.13%	1.51%	1.13%
	CDP	C	0.33%	0.39%	0.33%
	CTRE	C	0.49%	0.73%	0.49%
	CUBE	C	1.06%	1.2%	1.06%
	CUZ	B	0.46%	0.83%	0.46%
	DEI	B	0.3%	0.33%	0.3%
	DLR	B	4.39%	6.22%	4.39%
	DOC	C	1.47%	2.75%	1.47%
	DRH	B	0.18%	0.19%	0.18%
	EPR	C	0.33%	0.77%	0.33%
	EPRT	B	0.56%	0.54%	0.54%
	EQIX	A	7.79%	7.18%	7.18%
	ESRT	C	0.14%	0.13%	0.13%
	FR	D	0.68%	0.92%	0.68%
	GMRE	F	0.05%	0.11%	0.05%
	GNL	F	0.14%	0.31%	0.14%
	HIW	C	0.33%	0.78%	0.33%
	HPP	F	0.06%	0.07%	0.06%
	HST	C	1.2%	1.27%	1.2%
	INN	D	0.07%	0.09%	0.07%
	INVH	D	1.88%	2.5%	1.88%
	JBGS	F	0.13%	0.18%	0.13%
	KRC	B	0.41%	0.87%	0.41%
	KRG	B	0.58%	1.01%	0.58%
	LXP	D	0.27%	0.49%	0.27%
	MAA	B	1.81%	3.18%	1.81%
	MAC	B	0.41%	0.43%	0.41%
	MPW	F	0.25%	0.47%	0.25%
	NNN	C	0.75%	0.85%	0.75%
	NSA	C	0.29%	0.63%	0.29%
	O	C	4.08%	5.9%	4.08%
	OHI	C	1.01%	1.36%	1.01%
	PDM	D	0.12%	0.27%	0.12%
	PEB	D	0.15%	0.12%	0.12%
	PECO	A	0.47%	0.61%	0.47%
	PGRE	F	0.09%	0.08%	0.08%
	PK	C	0.3%	0.4%	0.3%
	RHP	B	0.66%	0.85%	0.66%
	RLJ	C	0.15%	0.19%	0.15%
	SHO	D	0.2%	0.17%	0.17%
	SKT	A	0.38%	0.39%	0.38%
	SPG	A	4.66%	7.67%	4.66%
	STAG	D	0.65%	0.96%	0.65%
	SUI	C	1.43%	1.31%	1.31%
	UE	B	0.27%	0.28%	0.27%
	UMH	B	0.13%	0.14%	0.13%
	VNO	C	0.68%	0.64%	0.64%
	XHR	B	0.15%	0.2%	0.15%

RWR Overweight 44 Positions Relative to CRED

	Symbol	Grade	Weight
	PLD	F	9.67%
	WELL	A	4.6%
	PSA	C	4.4%
	EXR	C	3.4%
	VTR	B	2.58%
	EQR	C	2.45%
	ESS	B	1.91%
	ARE	F	1.66%
	KIM	A	1.64%
	UDR	B	1.31%
	ELS	C	1.31%
	CPT	B	1.26%
	WPC	C	1.18%
	REG	A	1.18%
	REXR	F	0.9%
	FRT	B	0.84%
	EGP	D	0.82%
	ADC	A	0.75%
	TRNO	F	0.58%
	COLD	D	0.56%
	SLG	B	0.48%
	IRT	A	0.46%
	NHI	D	0.33%
	IIPR	D	0.29%
	AKR	B	0.25%
	FCPT	C	0.25%
	ROIC	A	0.22%
	EQC	B	0.21%
	VRE	B	0.15%
	GTY	A	0.15%
	ALEX	B	0.14%
	ELME	D	0.14%
	AAT	B	0.13%
	NTST	C	0.12%
	DEA	D	0.12%
	AIV	C	0.11%
	CSR	B	0.11%
	NXRT	B	0.1%
	PLYM	F	0.07%
	SVC	F	0.05%
	CHCT	C	0.05%
	UHT	D	0.05%
	DHC	F	0.05%
	CLDT	B	0.04%

RWR Underweight 16 Positions Relative to CRED

	Symbol	Grade	Weight
	AMT	C	-10.98%
	CCI	C	-6.96%
	IRM	C	-3.91%
	SBAC	D	-2.68%
	WY	F	-2.39%
	LAMR	C	-1.93%
	GLPI	C	-1.81%
	SBRA	C	-0.76%
	RYN	D	-0.51%
	OUT	A	-0.51%
	PCH	F	-0.36%
	UNIT	B	-0.22%
	AHH	D	-0.17%
	WSR	A	-0.12%
	ILPT	F	-0.02%
	OPI	F	-0.01%

RWR: Top Represented Industries & Keywords

Industries: REIT - Retail REIT - Office REIT - Residential REIT - Hotel & Motel REIT - Industrial REIT - Diversified REIT - Healthcare Facilities

Keywords: Real Estate Investment Trust Real Estate Market S&P 500 Retail Properties Equity Global Management Real Estate Properties Equity Real Estate Investment Trust Shopping Mall Dream Office Real Estate Investment Trust Industrial Properties David Sobelman Healthcare Facilities Property Management Real Estate Investment Hawaii Hotel Industrial Real Estate Inland Residential Properties Trust Madison Marquette Mobile Home

CRED: Top Represented Industries & Keywords

Industries: REIT - Diversified REIT - Office REIT - Hotel & Motel REIT - Retail REIT - Healthcare Facilities REIT - Industrial REIT - Residential Lumber & Wood Production Telecom Services Business Services

Keywords: Real Estate Investment Trust Real Estate Market S&P 500 Retail Properties Shopping Mall Equity Global Management Real Estate Properties Equity Real Estate Investment Trust Healthcare Facilities Hotel Information And Communications Technology Sba Communications Timberland Tourism Wireless Communication Wood Products Advertising Advertising Space Assisted Living Billboard