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BREFX

Baron Real Estate Fund
1W: -2.4% 1M: -8.8% 3M: -9.2% YTD: -8.8% 1Y: +2.7% 3Y: +30.7% 5Y: +8.5%
$37.48
+0.03 (+0.08%)
 
Weekly Expected Move ±2.6%
$34 $35 $36 $37 $38
ETF NASDAQ · AUM $2.4B

Similar ETFs

20 peers by holdings overlap (43 holdings)
352560.KS
ETF
29.9%
Shared14 holdings
Total
AUM
Price
FSRNX
Fidelity Real Estate Index Fund
29.4%
Shared16 holdings
Total150
AUM$3.2B
Price$16.59
IYRI
NEOS Real Estate High Income ETF
28.4%
Shared14 holdings
Total64
AUM$118M
Price$48.08
IYR
iShares U.S. Real Estate ETF
28.4%
Shared14 holdings
Total61
AUM$4.3B
Price$96.25
NLR
VanEck Uranium and Nuclear ETF
28.4%
Shared14 holdings
Total61
AUM$3.2B
Price$133.67
DRN
Direxion Daily Real Estate Bull 3X ETF
28.3%
Shared11 holdings
Total32
AUM$46M
Price$9.08
XLRE
State Street Real Estate Select Sector SPDR ETF
28.3%
Shared11 holdings
Total32
AUM$8.0B
Price$41.61
URE
ProShares - Ultra Real Estate
28.3%
Shared11 holdings
Total31
AUM$61M
Price$62.02
XREP.L
Invesco Real Estate S&P US Select Sector UCITS ETF
28.1%
Shared11 holdings
Total
AUM$9.2B
Price$1922.00
FREL
Fidelity MSCI Real Estate Index ETF
27.9%
Shared16 holdings
Total127
AUM$1.1B
Price$27.39
VGSNX
Vanguard Real Estate Index Fund Institutional Shares
27.6%
Shared16 holdings
Total146
AUM$70.8B
Price$19.79
VNQ
Vanguard Real Estate ETF
27.6%
Shared16 holdings
Total146
AUM$71.9B
Price$90.23
XRES.L
Invesco Real Estate S&P US Select Sector UCITS ETF
27.3%
Shared11 holdings
Total
AUM$160M
Price$25.45
FRESX
Fidelity Real Estate Investment Portfolio
27.0%
Shared12 holdings
Total40
AUM$3.3B
Price$39.78
RYHRX
Rydex Real Estate H
26.6%
Shared16 holdings
Total90
AUM$3M
Price$39.71
VGSLX
Vanguard Real Estate Index Fund Admiral Shares
26.5%
Shared16 holdings
Total147
AUM$70.6B
Price$127.88
RSPR
Invesco S&P 500 Equal Weight Real Estate ETF
26.2%
Shared11 holdings
Total32
AUM$103M
Price$33.38
EWRE
Invesco S&P 500 Equal Weight Real Estate ETF
26.2%
Shared11 holdings
Total32
AUM$95M
Price$30.58
FREEX
Franklin Real Estate Securituies Fund Cl A
26.0%
Shared12 holdings
Total40
AUM$394M
Price$16.63
MRESX
Cromwell CenterSquare Real Estate Fund - Investor Class
24.5%
Shared12 holdings
Total59
AUM$97M
Price$11.91

Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
BREFX $2.4B 43 44.9% 33.6 3.9 2.7 12.2% 8.0% 1.57% +13.9% +9.7% 54.6 6.4
352560.KS —% 40.5 3.2 7.6 8.2% 18.5% 3.89% +11.9% +30.0% 53.6 6.1
FSRNX $3.1B 150 46.2% 40.2 3.2 7.5 8.2% 18.4% 4.66% +8.4% +32.3% 53.3 6.0
IYRI $118M 64 51.1% 41.1 3.1 7.9 7.8% 19.0% 3.90% +11.6% +30.6% 53.7 6.1
IYR $4.3B 61 51.1% 40.8 3.1 7.9 7.8% 19.1% 3.95% +12.3% +30.9% 53.7 6.1
NLR $3.2B 61 51.1% 40.8 3.1 7.9 7.8% 19.1% 3.95% +12.3% +30.9% 53.7 6.1
DRN $46M 32 792.0% 42.9 3.3 7.8 8.0% 17.9% 3.51% +8.6% +30.5% 53.7 6.2
XLRE $7.8B 32 58.8% 42.9 3.3 7.8 8.0% 17.9% 3.51% +8.6% +30.5% 53.7 6.2
URE $61M 31 45.1% 42.9 3.3 7.8 8.0% 17.9% 3.51% +8.6% +30.5% 53.7 6.2
XREP.L $9.2B —% 43.1 3.3 8.2 7.9% 18.9% 3.42% +9.2% +28.7% 54.3 6.2
FREL $1.1B 127 47.2% 41.2 3.2 7.8 8.0% 18.7% 3.81% +9.3% +32.5% 53.4 6.1

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms