AKRE vs REET
Comparison between AKRE FOCUS ETF (AKRE, ETF) and ISHARES GLOBAL REIT ETF (REET, ETF).
AKRE vs REET - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AKRE
$5.20B
REET
$5.10B
Expense Ratio
AKRE
0.98%
Winner
REET
0.14%
Max Drawdown
Winner
AKRE
24.18%
REET
44.61%
Sharpe Ratio
AKRE
-0.70
Winner
REET
0.92
5Y Beta
Winner
AKRE
0.48
REET
0.48
P/E Ratio
Winner
AKRE
30.37
REET
35.50
Forward P/E
Winner
AKRE
22.82
REET
38.41
PEG Ratio
AKRE
0.69
REET
N/A
5Y Dividends CAGR
AKRE
N/A
REET
6.08%
5Y EPS CAGR
AKRE
12.24%
Winner
REET
16.68%
Debt to Equity
AKRE
116.23%
Winner
REET
52.91%
P/S Ratio
Winner
AKRE
6.62
REET
7.98
P/B Ratio
AKRE
5.24
Winner
REET
2.51
AKRE vs REET - Holdings Comparison
AKRE and REET have 1 common holdings. Overlap is -0.02%
AKRE's top 25 holdings weight is 100.04%. REET's top 25 holdings weight is 57.48%.
| Rank | AKRE | REET |
|---|---|---|
| #1 | MASTERCARD INC CLASS A (MA) - 13.54% | WELLTOWER INC (WELL) - 8.83% |
| #2 | CONSTELLATION SOFTWARE INC (CNSWF) - 12.71% | PROLOGIS INC (PLD) - 7.23% |
| #3 | KKR & CO INC ORDINARY SHARES (KKR) - 7.68% | EQUINIX INC (EQIX) - 5.72% |
| #4 | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (n/a) - 7.50% | DIGITAL REALTY TRUST INC (DLR) - 3.87% |
| #5 | TOPICUS COM INC ORDINARY SHARES (SUB VOTING) (TOITF) - 7.24% | SIMON PROPERTY GROUP INC (SPG) - 3.83% |
| #6 | ROPER TECHNOLOGIES INC (ROP) - 7.15% | REALTY INCOME CORP (O) - 3.17% |
| #7 | VISA INC CLASS A (V) - 6.92% | PUBLIC STORAGE (PSA) - 2.95% |
| #8 | MOODYS CORP (MCO) - 6.74% | VENTAS INC (VTR) - 2.34% |
| #9 | FAIR ISAAC CORP (FICO) - 5.47% | GOODMAN GROUP (n/a) - 2.28% |
| #10 | COSTAR GROUP INC (CSGP) - 4.87% | IRON MOUNTAIN INC (IRM) - 2.00% |
| #11 | COPART INC (CPRT) - 3.82% | EXTRA SPACE STORAGE INC (EXR) - 1.67% |
| #12 | CCC INTELLIGENT SOLUTIONS HOLDINGS INC (CCC) - 3.50% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.54% |
| #13 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 3.36% | AVALONBAY COMMUNITIES INC (AVB) - 1.36% |
| #14 | SALESFORCE INC (CRM) - 2.61% | EQUITY RESIDENTIAL (EQR) - 1.30% |
| #15 | SERVICENOW INC (NOW) - 2.58% | ESSEX PROPERTY TRUST INC (ESS) - 0.98% |
| #16 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 2.45% | INVITATION HOMES INC (INVH) - 0.96% |
| #17 | O'REILLY AUTOMOTIVE INC (ORLY) - 1.19% | SEGRO PLC (n/a) - 0.95% |
| #18 | U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 0.67% | KIMCO REALTY CORP (KIM) - 0.87% |
| #19 | US DOLLARS (n/a) - 0.04% | W.P. CAREY INC (WPC) - 0.85% |
| #20 | CONSTELLATION SOFT ([WTS/RTS]) (n/a) - 0.00% | HOST HOTELS & RESORTS INC (HST) - 0.84% |
| #21 | N/A | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 0.83% |
| #22 | N/A | n/a (n/a) - 0.79% |
| #23 | N/A | HEALTHPEAK PROPERTIES INC (DOC) - 0.78% |
| #24 | N/A | SUN COMMUNITIES INC (SUI) - 0.78% |
| #25 | N/A | SCENTRE GROUP (n/a) - 0.76% |
| Total Holdings | 20 | 355 |
AKRE vs REET - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AKRE
+10.48%
REET
-1.89%
3M
Winner
AKRE
+11.03%
REET
+2.80%
6M
Winner
AKRE
+7.30%
REET
+4.80%
1Y
AKRE
-10.61%
Winner
REET
+15.94%
5Y(CAGR)
AKRE
N/A
REET
+2.70%
10Y(CAGR)
AKRE
N/A
REET
+3.95%
Max(CAGR)
AKRE
-12.84%
Winner
REET
+4.80%
AKRE vs REET - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | AKRE | REET |
|---|---|---|
| 2026 | -6.62% | +13.34% |
| 2025 | -3.24% | +8.74% |
| 2024 | N/A | +2.06% |
| 2023 | N/A | +10.56% |
| 2022 | N/A | -23.62% |
| 2021 | N/A | +36.24% |
| 2020 | N/A | -9.57% |
| 2019 | N/A | +25.90% |
| 2018 | N/A | -5.11% |
| 2017 | N/A | +7.49% |
| 2016 | N/A | +7.10% |
| 2015 | N/A | +0.19% |
| 2014 | N/A | +5.22% |
AKRE vs REET Drawdown Comparison
The maximum drawdown for AKRE was -24.18%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for REET was -44.59%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.
The current AKRE drawdown is -10.61%. The current REET drawdown is -3.01%.
| Rank | AKRE | REET |
|---|---|---|
| #1 | -24.18% Oct 27, 2025 - Mar 27, 2026 | -44.59% Feb 14, 2020 - Jun 1, 2021 |
| #2 | N/A | -32.06% Dec 31, 2021 - Feb 13, 2026 |
| #3 | N/A | -15.78% Jan 26, 2015 - Apr 19, 2016 |
| #4 | N/A | -14.35% Jul 29, 2016 - Aug 3, 2018 |
| #5 | N/A | -10.88% Aug 29, 2018 - Jan 29, 2019 |
| #6 | N/A | -9.05% Feb 26, 2026 - Apr 17, 2026 |
| #7 | N/A | -7.38% Sep 3, 2021 - Nov 3, 2021 |
| #8 | N/A | -7.32% Sep 5, 2014 - Nov 3, 2014 |
| #9 | N/A | -5.26% May 10, 2016 - Jun 23, 2016 |
| #10 | N/A | -5.13% Oct 24, 2019 - Jan 21, 2020 |
| #11 | N/A | -5.13% Nov 24, 2021 - Dec 8, 2021 |
| #12 | N/A | -4.19% Jul 24, 2026 - Aug 11, 2026 |
| #13 | N/A | -4.06% Jun 14, 2021 - Jul 12, 2021 |
| #14 | N/A | -4.00% Jul 10, 2019 - Sep 3, 2019 |
| #15 | N/A | -3.61% Jun 23, 2016 - Jun 29, 2016 |
Correlation
Correlation between AKRE and REET is -0.55 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.55
-101
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