I'm trying to find an ETF for my REIT allocation. I've come across two:
IWDP - iShares Dev Mkts Prop Yield UCITS (0.59%) Fund Size 2182m USD
EPRA - Amundi FTSE EPRA/NAREIT Global ETF (0.24%) Fund Size 672m EUR
As the two funds are similar, would it make sense to go for the lowest cost of the two?
Thanks
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REIT ETF
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- Lemon Slice
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Re: REIT ETF
Do they follow an index, or are they 'active' management funds? Is it a suitable index: cap/equal weighted; broad based; upstart or long established? How closely do they track their index? Do they use 'synthetic' methods bringing counter-party risks eg they lend their holdings, or use futures contracts?
Does the ETF have a long enough history to be give confidence it will persist? Are there other costs like transactional costs not included in the x.y% figure? Are they currency hedged?
With a lot of money for a long time, the cost difference would mount up; a lot less so with smaller for shorter.
Perhaps most important of all: is this a better choice that just putting the money in a low cost global tracker which will have real estate holdings included?
Does the ETF have a long enough history to be give confidence it will persist? Are there other costs like transactional costs not included in the x.y% figure? Are they currency hedged?
With a lot of money for a long time, the cost difference would mount up; a lot less so with smaller for shorter.
Perhaps most important of all: is this a better choice that just putting the money in a low cost global tracker which will have real estate holdings included?
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- Lemon Pip
- Posts: 52
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Re: REIT ETF
I've been looking at the same ETFs. Have you checked you can easily trade both on your
chosen platform? I found EPRA is quite illiquid and may require telephone dealing and/or
a large bid/offer spread, so I went with IWDP in spite of the higher charges.
IWDP also has a longer history.
chosen platform? I found EPRA is quite illiquid and may require telephone dealing and/or
a large bid/offer spread, so I went with IWDP in spite of the higher charges.
IWDP also has a longer history.
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