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DPREVIRTUS DUFF & PHELPS REAL ESTATE INCOME ETF

Get incomeNewRanked #1,627 of 1,650 in this goal

Seeks a high level of current income, with capital appreciation as a secondary goal.

Launched 2026

Annual Cost

#5,853 of 5,853 · expensive

Fund Size

#5,853 of 5,853 · small

Dividend YieldGoal

Track Record

4 months

#5,357 of 5,853 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,654+6.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Active selection

Focus

Real Assets

What it actually holds

By weight

Concentration

Top 10 holdings = 40.6% of fundmoderately concentrated

WELLTOWER INC
8.5%
PROLOGIS INC
5.9%
EQUINIX INC
4.4%
DIGITAL REALTY TRUST INC
4.4%
SIMON PROPERTY GROUP INC
4.0%
REALTY INCOME CORP
3.1%
CUBESMART
2.8%
IRON MOUNTAIN INC (REIT)
2.7%
GAMING AND LEISURE PROPERTIES INC
2.7%
HIGHWOODS PROPERTIES INC
2.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-3.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks a high level of current income, with capital appreciation as a secondary goal.
Strategy
Actively manages investments in the real estate industry, focusing on REITs and real estate stocks to provide a high level of current income. Invests across the market cap spectrum, typically biased towards mid cap, while seeking to exploit market inefficiencies.
Inception date
April 15, 2026

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Data updated on 2026-08-02