iShares S&P/TSX Capped REIT Index Fund (TSX: XRE)

The portfolio holds 16 positions, which are weighted according to their market capitalization. As a result, four REITs account for more than half the fund’s total value (RioCan, Canadian Apartment Properties, H&R, and Allied Properties).

Income Investor

The long-term returns are impressive. Since inception in October 2002, this ETF has posted an average annual return of just over 10%. Its worst calendar year was 2020, when it fell 13.6%.- Gordon Pape


Only current subscribers of The Income Investor may view the details of this recommendation.

Interactive Performance Chart

XRE was first recommended here on June 27, 2007