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SECU vs REET

iShares Securitized Income Active ETF vs iShares Global REIT ETF

SECU

iShares Securitized Income Active ETF

Annual cost

0.40%

Fund size

$592M

REET

iShares Global REIT ETF

Annual cost

0.14%

Fund size

$4.8B

Key differences

  • REET costs 0.26% less per year.
  • REET is significantly larger than SECU — larger funds tend to be more liquid and less likely to close.
  • SECU is classified as alternative, while REET is equity — different risk/return profiles.
  • SECU covers north america markets; REET covers global.
  • SECU follows a multi strategy strategy; REET uses index tracking.
  • SECU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SECUREET
Annual cost (TER)0.40%0.14%
Fund size (AUM)$592M$4.8B
Since20052014
Dividend yield4.99%3.36%
Asset classalternativeequity
Regionnorth americaglobal
Strategymulti strategyindex tracking
CAGR 1YN/A+17.9%
CAGR 3YN/A+10.7%
CAGR 5YN/A+3.7%
Sharpe 3YN/A0.51
Volatility 1Y12.05%
Max drawdown-1.76%-44.59%

Similar to SECU and REET