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REAI vs ICF

Intelligent Real Estate ETF vs iShares Select U.S. REIT ETF

REAI

Intelligent Real Estate ETF

Annual cost

0.59%

Fund size

$1M

ICF

iShares Select U.S. REIT ETF

Annual cost

0.32%

Fund size

$2.1B

Key differences

Both REAI and ICF are equity ETFs. REAI charges 0.59% a year and ICF 0.32%. The main difference: REAI follows a active selection strategy; ICF uses index tracking.

  • REAI follows a active selection strategy; ICF uses index tracking.
  • ICF costs 0.27% less per year.
  • ICF is much larger than REAI. Larger funds are usually more liquid and less likely to close.
  • ICF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

REAIICF
Annual cost (TER)0.59%0.32%
Fund size (AUM)$1M$2.1B
Since20232001
Dividend yield3.21%2.45%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+12.8%+15.5%
CAGR 3YN/A+11.0%
CAGR 5YN/A+3.6%
Sharpe 3YN/A0.50
Volatility 1Y15.47%13.94%
Max drawdown-22.28%-40.22%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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