ETF’s with exposure to Whitestone REIT : September 6, 2016

ETF’s with exposure to Whitestone REIT

Here are 5 ETF’s with the largest exposure to WSR-US. Comparing the performance and risk of Whitestone REIT with the ETF’s that have exposure to it gives us some ETF choices that could give us similar returns with lower volatility.

Ticker Fund Name WSR-US Exposure (%) 1 Year Price Performance (%) 1 Year Volatility (%) Net Expense Ratio (%) Number of Holdings
VMO-CN Vanguard Global Momentum Factor ETF 0.05 N/A N/A 0.35 1081
VLQ-CN Vanguard Global Liquidity Factor ETF 0.05 N/A N/A 0.35 1538
PZW-CN PowerShares FTSE RAFI Global Small-Mid Fundamental ETF – CAD 0.02 7.28 13.96 0.6 N/A
VUS-CN Vanguard US Total Market Index ETF CAD Hedged 0 10.67 15.44 0.15 3580
VUN-CN Vanguard US Total Market Index ETF 0 6.66 13.81 0.15 3580
WSR-US Whitestone REIT 100 29.99 1.73 0 1

Use our ETF screener to find ETF’s that hold WSR-US along with other stocks

ETF’s with exposure to stocks in the same focus area as Whitestone REIT.

Here are 5 ETF’s with the largest exposure to stocks in the same focus area and region as WSR-US. These ETF’s may not have the highest percentage of Whitestone REIT, but offer a broader sector/region exposure further minimizing single stock risk. Comparing the performance and risk of Whitestone REIT with the ETF’s that have exposure to it gives us some ETF choices that could give us similar returns with lower volatility.

Ticker Fund Name WSR-US Exposure (%) Sector Exposure (%) 1 Year Price Performance (%) 1 Year Volatility (%) Net Expense Ratio (%) Number of Holdings
CGR-CN iShares Global Real Estate Index Fund 0 23.4 8.78 15.59 0.73 85
PHR-CN Purpose Duration Hedged Real Estate Fund 0 21.34 12.31 12.8 0.8 30
FHF-CN First Trust AlphaDEX U.S. Financial Sector Index ETF 0 10.46 2.96 14.64 0.79 174
QMV-CN Questrade Russell US Midcap Value Index ETF Hedged to CAD 0 8.38 14.17 16.55 0.75 567
XMU-CN iShares MSCI USA Minimum Volatility Index Fund 0 6.42 12.43 11.9 0.34 178
WSR-US Whitestone REIT 100 100 29.99 1.73 0 1

Use our natural language search to find ETF’s in any focus area

*Disclaimer : This is as of previous day’s close