FRI: Real Estate ETF With Some Exclusions And A High Fee
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The First Trust S&P REIT Index Fund ETF (FRI) provides capital-weighted exposure to U.S. real estate, excluding certain sectors. Despite better valuation ratios and growth rates compared to VNQ, FRI has underperformed since 2007 due to higher fees. However, it has outperformed large competitors in 2024.
December 20, 2024 | 10:15 pm
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FRI ETF offers exposure to U.S. real estate excluding certain sectors. It has better valuation ratios and growth rates than VNQ but has underperformed since 2007 due to higher fees. It outperformed large competitors in 2024.
FRI ETF's exclusion of certain sectors and higher fees have historically led to underperformance compared to VNQ. However, its recent outperformance in 2024 against large competitors suggests a positive short-term impact.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100