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EWREInvesco S&P 500 Equal Weight Real Estate ETF

Grow my money10y track record

Seeks to track the investment results of the S&P 500 Equal Weight Real Estate Index.

By Invesco · Launched 2015

Annual Cost

0.40%

#2,066 of 5,822 · average

Fund Size

$97M

#3,103 of 5,822 · mid-size

Return (1Y)Goal

+3.8%

Track Record

10 years

#1,436 of 5,822 · established

Performance

Total-return NAV · USD
Growth of $10,000
$9,982-0.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Index tracking

Sector

Real estate

Focus

Real Assets

Index tracked

S&P 500 Equal Weight Real Estate Index

What it actually holds

By weight

Concentration

Top 10 holdings = 34.7% of fund✓ well diversified

SBA Communications Corp.
3.6%
Iron Mountain Inc.
3.6%
Invitation Homes Inc.
3.5%
BXP, Inc.
3.5%
Digital Realty Trust, Inc.
3.5%
Equinix, Inc.
3.5%
Host Hotels & Resorts, Inc.
3.4%
Equity Residential
3.4%
CBRE Group, Inc.
3.3%
Simon Property Group, Inc.
3.3%

Asset allocation

Stocks
100.0%

By sector

Real Estate
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.5%Moderate

Year-on-year price swings

Max drawdown
-42.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.32Below average
Sortino (3Y)
0.46Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to track the investment results of the S&P 500 Equal Weight Real Estate Index.
Strategy
Invests at least 90% of total assets in securities that comprise the Underlying Index.
Inception date
August 12, 2015
Fund family
Invesco

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Data updated on 2026-05-17