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Real estate, preferred and pipeline funds
Income holdings outside ordinary stocks and bonds: REITs, preferred shares, convertible bonds and energy pipeline partnerships.
| Fund | Kind | Cost | Net assets | Yield | 1 yr | 5 yr |
|---|---|---|---|---|---|---|
| VNQ Vanguard Real Estate ETF | US real estate (REITs) | 0.13% | $73.11B† | 3.63% | +9.6% | +0.9% |
| PFF iShares Preferred & Income Securities ETF | Preferred stock | 0.45% | $13.10B | 5.8% | -4.5% | -0.8% |
| AMLP Alerian MLP ETF | Energy pipelines | 1.01% | $12.14B | 7.66% | +22.5% | +17.2% |
| SCHH Schwab US REIT ETF | US real estate (REITs) | 0.07% | $11.20B | 2.95% | +7.1% | +1.5% |
| XLRE Real Estate Select Sector SPDR Fund | US real estate (REITs) | 0.08% | $8.10B | 3.39% | +2.8% | +1.1% |
| ICVT iShares Convertible Bond ETF | Convertible bonds | 0.2% | $7.19B | 1.5% | +4.5% | +4.3% |
| FPE First Trust Preferred Securities & Income ETF | Preferred stock | 0.83% | $6.32B | 6.78% | -2.0% | +2.1% |
| CWB SPDR Bloomberg Convertible Securities ETF | Convertible bonds | 0.4% | $6.20B | 1.65% | +4.8% | +4.1% |
| REET iShares Global REIT ETF | Global real estate | 0.14% | $5.13B | 3.6% | +4.1% | +1.0% |
| IYR iShares U.S. Real Estate ETF | US real estate (REITs) | 0.37% | $4.67B | 2.44% | +1.9% | +0.4% |
| USRT iShares Core U.S. REIT ETF | US real estate (REITs) | 0.08% | $4.66B | 2.78% | +8.5% | +3.1% |
| EMLP First Trust North American Energy Infrastructure Fu… | Energy pipelines | 0.95% | $4.13B | 2.78% | +18.7% | +15.7% |
| DFGR Dimensional Global Real Estate ETF | US real estate (REITs) | 0.22% | $3.86B | 3.97% | +3.7% | — |
| VNQI Vanguard Global ex-U.S. Real Estate ETF | Global real estate | 0.12% | $3.86B† | 5.05% | -7.3% | -2.1% |
| PGX Invesco Preferred ETF | Preferred stock | 0.5% | $3.73B | 6.86% | -9.2% | -2.3% |
| MLPX Global X MLP & Energy Infrastructure ETF | Energy pipelines | 0.45% | $3.68B | 4.1% | +32.9% | +20.0% |
| PFXF VanEck Preferred Securities ex Financials ETF | Preferred stock | 0.4% | $2.63B | 6.24% | 0.0% | +2.0% |
| PFFA Virtus InfraCap U.S. Preferred Stock ETF | Preferred stock | 2.11% | $2.45B | 10.78% | -3.6% | +4.1% |
| PFFD Global X U.S. Preferred ETF | Preferred stock | 0.23% | $2.17B | 6.98% | -6.2% | -1.9% |
| ICF iShares Cohen & Steers REIT ETF | US real estate (REITs) | 0.32% | $2.10B | 2.65% | +7.6% | +1.4% |
| MLPA Global X MLP ETF | Energy pipelines | 0.77% | $2.10B | 7.35% | +22.1% | +16.2% |
| RWR SPDR Dow Jones REIT ETF | US real estate (REITs) | 0.25% | $1.84B | 3.52% | +8.6% | +2.5% |
| DFAR Dimensional US Real Estate ETF | US real estate (REITs) | 0.19% | $1.78B | 3.47% | +7.6% | — |
| PREF Principal Spectrum Preferred Secs Active ETF | Preferred stock | 0.55% | $1.77B | 5.4% | +0.6% | +2.5% |
| FREL Fidelity MSCI Real Estate Index ETF | US real estate (REITs) | 0.08% | $1.49B | 3.46% | +3.2% | +0.6% |
| BBRE JPMorgan BetaBuilders MSCI US REIT ETF | US real estate (REITs) | 0.11% | $1.26B | 2.88% | +8.1% | +2.8% |
| RWO SPDR Dow Jones Global Real Estate ETF | Global real estate | 0.5% | $1.25B | 3.47% | +5.2% | +0.9% |
| HAUZ DBX ETF Trust - Xtrackers International Real Estate… | Global real estate | 0.1% | $1.05B | 3.77% | -6.9% | -2.3% |
| REZ iShares Residential and Multisector Real Estate ETF | US real estate (REITs) | 0.48% | $874.7M | 2.17% | +7.5% | +2.3% |
| AVRE Avantis Real Estate ETF | Global real estate | 0.17% | $861.1M | 3.03% | +3.5% | +0.5% |
| TPYP Tortoise North American Pipeline Fund | Energy pipelines | 0.4% | $838.3M | 3.17% | +28.5% | +18.1% |
| PSK SPDR ICE Preferred Securities ETF | Preferred stock | 0.45% | $707.8M | 7.58% | -9.5% | -2.4% |
| PGF Invesco Financial Preferred ETF | Preferred stock | 0.56% | $672.1M | 6.77% | -8.6% | -2.2% |
| REM iShares Mortgage Real Estate ETF | Mortgage REITs | 0.48% | $547.9M | 11.28% | -14.1% | -5.8% |
| ATMP Barclays ETN+ Select MLP ETN | Energy pipelines | 0.95% | $534.2M | 4.44% | +35.5% | +22.6% |
| UMI USCF Midstream Energy Income Fund ETF | Energy pipelines | 0.69% | $485.2M | 5.88% | +32.9% | +20.0% |
| JPRE JPMorgan Realty Income ETF | US real estate (REITs) | 0.5% | $472.2M | 2.36% | +6.7% | — |
| AMZA InfraCap MLP ETF | Energy pipelines | 1.72% | $471.8M | 8.21% | +34.5% | +21.5% |
| ENFR Alerian Energy Infrastructure ETF | Energy pipelines | 0.35% | $459.8M | 3.94% | +35.1% | +19.7% |
| DCRE DoubleLine Commercial Real Estate ETF | US real estate (REITs) | 0.39% | $452.6M | 5.18% | +2.6% | — |
| GQRE FlexShares Global Quality Real Estate Index Fund | Global real estate | 0.45% | $424.9M | 4.38% | +3.2% | +0.4% |
| MORT VanEck Mortgage REIT Income ETF | Mortgage REITs | 0.43% | $399.8M | 18.41% | -14.4% | -5.6% |
| SRVR Pacer Data & Infrastructure Real Estate ETF | US real estate (REITs) | 0.49% | $370.7M | 4.93% | -8.8% | -4.6% |
| PFFV Global X Variable Rate Preferred ETF | Preferred stock | 0.25% | $319.9M | 8.32% | -0.1% | +1.6% |
| KBWY Invesco KBW Premium Yield Equity REIT ETF | US real estate (REITs) | 0.35% | $315.2M | 9.15% | +15.2% | +0.4% |
| RWX SPDR Dow Jones International Real Estate ETF | Global real estate | 0.59% | $273.0M | 4.18% | -4.8% | -2.7% |
| SRET Global X SuperDividend REIT ETF | US real estate (REITs) | 0.58% | $233.0M | 9.58% | -1.0% | -0.2% |
| MLPB ETRACS Alerian MLP Infrastructure Index ETN Series B | Energy pipelines | 0.85% | $227.8M | 5.94% | +27.3% | +20.0% |
| SPRE SP Funds S&P Global REIT Sharia ETF | Global real estate | 0.5% | $212.0M | 4.7% | -3.5% | -2.1% |
| JHPI John Hancock Preferred Income ETF | Preferred stock | 0.54% | $206.6M | 6.12% | -1.4% | — |
| FRI First Trust S&P REIT Index Fund | US real estate (REITs) | 0.5% | $180.5M | 2.66% | +8.3% | +2.8% |
| LPRE Long Pond Real Estate Select ETF | US real estate (REITs) | 1% | $156.5M | 0.86% | — | — |
| SPFF Global X SuperIncome Preferred ETF | Preferred stock | 0.48% | $140.1M | 7.07% | +2.2% | +1.0% |
| USAI Pacer American Energy Independence ETF | Energy pipelines | 0.75% | $132.8M | 4.1% | +31.4% | +18.4% |
| PFFR InfraCap REIT Preferred ETF | Preferred stock | 0.45% | $120.6M | 8.81% | -4.7% | +0.1% |
| INDS Pacer Industrial Real Estate ETF | US real estate (REITs) | 0.49% | $118.0M | 4.53% | +2.4% | -1.5% |
| RIET Hoya Capital High Dividend Yield ETF | US real estate (REITs) | 0.5% | $104.5M | 13.03% | -2.1% | -2.3% |
| FCVT First Trust SSI Strategic Convertible Securities ETF | Convertible bonds | 0.95% | $100.8M | 1.42% | +4.6% | +3.8% |
| RSPR Invesco S&P 500 Equal Weight Real Estate ETF | US real estate (REITs) | 0.4% | $100.3M | 2.95% | +0.4% | — |
| IFGL iShares International Developed Real Estate ETF | Global real estate | 0.5% | $83.0M | 4.53% | -6.7% | -3.4% |
| FPFD Fidelity Preferred Securities & Income ETF | Preferred stock | 0.59% | $79.3M | 5.68% | -3.1% | +0.8% |
| EPRF Innovator S&P Investment Grade Preferred ETF | Preferred stock | 0.47% | $68.2M | 6.87% | -9.1% | -3.1% |
| BLDG Cambria Global Real Estate ETF | Global real estate | 0.59% | $67.2M | 5.67% | +3.4% | +1.7% |
| CVRT Calamos Convertible Equity Alternative ETF | Convertible bonds | 0.69% | $61.5M | 1.63% | +19.7% | — |
| PSR Invesco Active U.S. Real Estate Fund | US real estate (REITs) | 0.35% | $60.4M | 2.73% | +8.6% | +0.8% |
| REIT ALPS Active REIT ETF | US real estate (REITs) | 0.68% | $56.4M | 3.03% | +7.9% | +2.8% |
| AMUB ETRACS Alerian MLP Index ETN Class B | Energy pipelines | 0.8% | $53.3M | 5.72% | +27.5% | +20.2% |
| NETL NETLease Corporate Real Estate ETF | US real estate (REITs) | 0.6% | $49.1M | 5.54% | +1.1% | -0.6% |
| QPFF American Century Quality Preferred ETF | Preferred stock | 0.32% | $40.1M | 0% | 0.0% | +1.6% |
| NURE Nuveen Short-Term REIT ETF | US real estate (REITs) | 0.36% | $35.6M | 4.11% | +15.6% | +0.2% |
| BYRE Principal Real Estate Active Opportunities ETF | US real estate (REITs) | 0.6% | $25.6M | 2.85% | +5.8% | — |
| PPTY US Diversified Real Estate ETF | US real estate (REITs) | 0.53% | $24.6M | 2.6% | +6.0% | +0.5% |
| QCON American Century Quality Convertible Securities ETF | Convertible bonds | 0.32% | $24.3M | 0% | 0.0% | +2.0% |
| VRAI Virtus Real Asset Income ETF | US real estate (REITs) | 0.55% | $18.6M | 3.04% | +23.4% | +6.0% |
| FPRO Fidelity Real Estate Investment ETF | Global real estate | 0.57% | $16.5M | 2.57% | +4.9% | +1.5% |
| WTRE WisdomTree New Economy Real Estate Fund | US real estate (REITs) | 0.58% | $16.3M | 2.71% | -7.4% | — |
| ERET iShares Environmentally Aware Real Estate ETF | US real estate (REITs) | 0.3% | $14.2M | 3.49% | +1.9% | — |
| RDOG ALPS REIT Dividend Dogs ETF | US real estate (REITs) | 0.35% | $11.1M | 6.42% | +12.8% | +0.5% |
| RITA ETFB Green SRI REITs ETF | US real estate (REITs) | 0.5% | $8.7M | 2.77% | +3.9% | — |
| HAUS Residential REIT ETF | US real estate (REITs) | 0.6% | $8.0M | 5.62% | +3.3% | — |
| AMJB Alerian MLP Index ETNs due January 28, 2044 | Energy pipelines | — | — | 5.67% | +27.9% | — |
Largest first; click a heading to sort. Funds with a page use figures from their own SEC filings. Returns include reinvested distributions (5 years annualized).
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