REET vs EFAV
Comparison between ISHARES GLOBAL REIT ETF (REET, ETF) and ISHARES MSCI EAFE MIN VOL FACTOR ETF (EFAV, ETF).
5-Year PerformanceEFAV has outperformed REET, delivering a return of +7.1% compared to +2.7%
REET vs EFAV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
REET
$5.10B
EFAV
$5.10B
Expense Ratio
Winner
REET
0.14%
EFAV
0.20%
Max Drawdown
REET
44.61%
Winner
EFAV
29.26%
Sharpe Ratio
Winner
REET
1.12
EFAV
1.11
5Y Beta
REET
0.49
Winner
EFAV
0.28
P/E Ratio
REET
38.97
EFAV
N/A
Forward P/E
REET
40.21
EFAV
N/A
5Y Dividends CAGR
REET
6.08%
Winner
EFAV
14.66%
5Y EPS CAGR
REET
15.31%
EFAV
N/A
Debt to Equity
REET
47.52%
EFAV
N/A
P/S Ratio
REET
8.28
EFAV
N/A
P/B Ratio
REET
2.65
EFAV
N/A
REET vs EFAV - Holdings Comparison
REET and EFAV have 1 common holdings. Overlap is -0.08%
REET's top 25 holdings weight is 54.85%. EFAV's top 25 holdings weight is 30.43%.
| Rank | REET | EFAV |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 8.77% | IBERDROLA SA (n/a) - 1.66% |
| #2 | PROLOGIS INC (PLD) - 6.94% | SECOM CO LTD (n/a) - 1.52% |
| #3 | EQUINIX INC (EQIX) - 5.55% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.50% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 3.87% | ZURICH INSURANCE GROUP AG (n/a) - 1.41% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 3.76% | TAKEDA PHARMACEUTICAL CO LTD (n/a) - 1.38% |
| #6 | REALTY INCOME CORP (O) - 3.14% | DBS GROUP HOLDINGS LTD (n/a) - 1.37% |
| #7 | PUBLIC STORAGE (PSA) - 2.94% | SHELL PLC (n/a) - 1.36% |
| #8 | VENTAS INC (VTR) - 2.36% | SWISSCOM AG (n/a) - 1.34% |
| #9 | GOODMAN GROUP (n/a) - 2.27% | ENI SPA (n/a) - 1.31% |
| #10 | IRON MOUNTAIN INC (IRM) - 1.99% | TOTALENERGIES SE (TTE:XPAR) - 1.29% |
| #11 | EXTRA SPACE STORAGE INC (EXR) - 1.68% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.22% |
| #12 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.55% | SAMPO OYJ CLASS A (n/a) - 1.20% |
| #13 | AVALONBAY COMMUNITIES INC (AVB) - 1.41% | EQUINOR ASA (n/a) - 1.20% |
| #14 | EQUITY RESIDENTIAL (EQR) - 1.35% | BOC HONG KONG HOLDINGS LTD (n/a) - 1.19% |
| #15 | ESSEX PROPERTY TRUST INC (ESS) - 0.98% | UNILEVER PLC (n/a) - 1.18% |
| #16 | INVITATION HOMES INC (INVH) - 0.97% | ORANGE SA (n/a) - 1.12% |
| #17 | SEGRO PLC (n/a) - 0.95% | NESTLE SA (n/a) - 1.12% |
| #18 | HOST HOTELS & RESORTS INC (HST) - 0.91% | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 1.10% |
| #19 | KIMCO REALTY CORP (KIM) - 0.89% | SWISS PRIME SITE AG (n/a) - 1.06% |
| #20 | W.P. CAREY INC (WPC) - 0.86% | KDDI CORP (n/a) - 1.04% |
| #21 | HEALTHCARE REALTY TRUST INC (HR) - 0.36% | CLP HOLDINGS LTD (n/a) - 1.02% |
| #22 | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.35% | SOFTBANK CORP (n/a) - 1.01% |
| #23 | NIPPON BUILDING FUND INC (n/a) - 0.35% | POSTE ITALIANE SPA (n/a) - 0.95% |
| #24 | BRITISH LAND CO PLC (n/a) - 0.33% | JAPAN TOBACCO INC (n/a) - 0.94% |
| #25 | LONDONMETRIC PROPERTY PLC (n/a) - 0.32% | BANK HAPOALIM BM (n/a) - 0.94% |
| Total Holdings | 309 | 292 |
REET vs EFAV - Historical Returns
Returns include dividend reinvestment.
1M
REET
+0.43%
Winner
EFAV
+5.03%
3M
REET
+4.10%
Winner
EFAV
+5.71%
6M
Winner
REET
+8.80%
EFAV
+4.89%
1Y
Winner
REET
+17.80%
EFAV
+15.68%
5Y(CAGR)
REET
+2.71%
Winner
EFAV
+7.11%
10Y(CAGR)
REET
+3.95%
Winner
EFAV
+6.63%
Max(CAGR)
REET
+4.88%
Winner
EFAV
+7.31%
REET vs EFAV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | REET | EFAV |
|---|---|---|
| 2026 | +14.19% | +10.83% |
| 2025 | +8.74% | +26.40% |
| 2024 | +2.06% | +6.07% |
| 2023 | +10.56% | +11.62% |
| 2022 | -23.62% | -14.94% |
| 2021 | +36.24% | +6.72% |
| 2020 | -9.57% | -0.48% |
| 2019 | +25.90% | +16.95% |
| 2018 | -5.11% | -6.14% |
| 2017 | +7.49% | +22.12% |
| 2016 | +7.10% | -0.60% |
| 2015 | +0.19% | +8.41% |
| 2014 | +5.22% | +5.21% |
| 2013 | N/A | +14.45% |
| 2012 | N/A | +9.64% |
| 2011 | N/A | -0.77% |
REET vs EFAV Drawdown Comparison
The maximum drawdown for REET was -44.59%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.
The maximum drawdown for EFAV was -27.56%, occurring on Mar 23, 2020. Recovery took 246 trading sessions.
The current REET drawdown is -2.28%.
| Rank | REET | EFAV |
|---|---|---|
| #1 | -44.59% Feb 14, 2020 - Jun 1, 2021 | -27.56% Jan 17, 2020 - Jan 8, 2021 |
| #2 | -32.06% Dec 31, 2021 - Feb 13, 2026 | -27.44% Sep 3, 2021 - Jul 31, 2024 |
| #3 | -15.78% Jan 26, 2015 - Apr 19, 2016 | -12.25% Jan 26, 2018 - Jun 20, 2019 |
| #4 | -14.35% Jul 29, 2016 - Aug 3, 2018 | -11.29% May 15, 2015 - Apr 18, 2016 |
| #5 | -10.88% Aug 29, 2018 - Jan 29, 2019 | -10.22% Sep 6, 2016 - Apr 24, 2017 |
| #6 | -9.05% Feb 26, 2026 - Apr 17, 2026 | -10.19% May 8, 2013 - Oct 17, 2013 |
| #7 | -7.38% Sep 3, 2021 - Nov 3, 2021 | -9.86% Apr 2, 2012 - Aug 3, 2012 |
| #8 | -7.32% Sep 5, 2014 - Nov 3, 2014 | -9.83% Oct 27, 2011 - Mar 1, 2012 |
| #9 | -5.26% May 10, 2016 - Jun 23, 2016 | -8.65% Sep 16, 2024 - Mar 3, 2025 |
| #10 | -5.13% Oct 24, 2019 - Jan 21, 2020 | -8.49% Jul 3, 2014 - Feb 5, 2015 |
| #11 | -5.13% Nov 24, 2021 - Dec 8, 2021 | -7.49% Mar 19, 2025 - Apr 15, 2025 |
| #12 | -4.06% Jun 14, 2021 - Jul 12, 2021 | -7.29% Apr 19, 2016 - Aug 11, 2016 |
| #13 | -4.00% Jul 10, 2019 - Sep 3, 2019 | -6.64% Feb 27, 2026 - Jul 29, 2026 |
| #14 | -3.61% Jun 23, 2016 - Jun 29, 2016 | -5.21% Oct 22, 2013 - Feb 18, 2014 |
| #15 | -3.47% Jul 23, 2014 - Aug 18, 2014 | -5.03% Jan 8, 2021 - Apr 15, 2021 |
Correlation
Correlation between REET and EFAV is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2011 - 2026)
REET vs EFAV dividend yield comparison.
| Year | REET | EFAV |
|---|---|---|
| 2026 | 1.15% | 1.79% |
| 2025 | 3.67% | 3.20% |
| 2024 | 3.64% | 3.24% |
| 2023 | 3.27% | 3.08% |
| 2022 | 2.43% | 2.53% |
| 2021 | 3.18% | 2.47% |
| 2020 | 2.65% | 1.33% |
| 2019 | 5.25% | 4.19% |
| 2018 | 5.73% | 3.34% |
| 2017 | 3.84% | 2.45% |
| 2016 | 5.37% | 3.94% |
| 2015 | 3.56% | 2.49% |
| 2014 | 1.71% | 3.57% |
| 2013 | 0.00% | 2.53% |
| 2012 | 0.00% | 1.97% |
| 2011 | 0.00% | 0.46% |
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