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JREJanus Henderson U.S. Real Estate ETF

Grow my money5y track recordRanked #2,588 of 2,999 in this goal

Seeks total return through a combination of capital appreciation and current income.

By Janus Henderson · Launched 2021

Annual Cost

0.65%

#3,433 of 5,861 · average

Fund Size

$4M

#5,295 of 5,861 · small

Return (1Y)Goal

+23.9%

Track Record

5 years

#2,348 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,572+25.7%

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

ESG, Real Assets

What it actually holds

By weight

Concentration

Top 10 holdings = 66.8% of fundconcentrated

Welltower, Inc.
12.8%
Prologis, Inc.
12.1%
Equinix, Inc.
9.5%
Digital Realty Trust, Inc.
7.2%
Ventas, Inc.
6.2%
Public Storage
4.6%
Simon Property Group, Inc.
4.5%
CBRE Group, Inc.
3.3%
Terreno Realty Corp.
3.3%
Mid-America Apartment Communities, Inc.
3.3%

Asset allocation

Stocks
99.4%
Cash
0.6%

By sector

Real Estate
93.1%
Consumer Cyclical
6.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.0%Moderate

Year-on-year price swings

Max drawdown
-31.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.45Below average
Sortino (3Y)
0.63Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return through a combination of capital appreciation and current income.
Strategy
Actively manages a portfolio primarily invested in equity securities of U.S. real estate-related companies, including REITs and REOCs, across all capitalizations. Focuses on total return through capital appreciation and current income.
Inception date
June 22, 2021
Fund family
Janus Henderson

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Data updated on 2026-08-04