FRIFirst Trust S&P REIT Index Fund
Grow my money#942 of 2944 for Grow my money
Seeks investment results that correspond generally to the price and yield of the S&P United States REIT Index.
First Trust · Since 2007 (18 years)
Annual Cost
0.49%
#2226 out of 5,332 ETFs
Fund Size
$155M
#2326 out of 5,332 ETFs
Dividend Yield
2.78%
Track Record
18 years
#500 out of 5,332 ETFs
Performance
1 Year
+18.3%
3 Years
+12.6%
5 Years
+5.7%
What's inside
Asset class
Region
Focus
Real Assets
Asset allocation
Stocks
96.8%
Cash
3.2%
Sector breakdown
Real Estate
100.0%
Top holdings
Welltower IncWELL11.3%
Prologis IncPLD10.1%
Simon Property Group IncSPG4.9%
Equinix IncEQIX4.8%
Digital Realty Trust IncDLR4.8%
Realty Income CorpO4.6%
Public StoragePSA3.5%
Morgan Stanley Instl Lqudty Trs InstlMISXX3.3%
Ventas IncVTR3.2%
Iron Mountain IncIRM2.5%
Risk profile
Volatility (1Y)
13.3%
Moderate
Max drawdown
-44.2%
Worst peak-to-trough loss
Sharpe (3Y)
0.58
Decent risk-adjusted returns
Sortino (3Y)
0.83
Moderate downside risk
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Data updated on 2026-05-05