FlexShares Global Quality Real Estate Index Fund

GQRE

Market cap $370M

GQRE costs nearly twice as much as RWR but offers a higher dividend yield and broader global exposure. RWR has delivered a stronger five-year total return with a smaller drawdown than GQRE.

GQRE charges a higher expense ratio but offers a notably higher dividend yield than ICF ICF has delivered stronger five-year growth, while GQRE provides broader diversification across more holdings Both funds focus on real estate, but GQRE includes global exposure and a larger number of REITs

GQRE charges a lower expense ratio and offers a higher dividend yield than RWX. RWX outperformed on one-year return, but GQRE showed stronger five-year growth and a slightly milder max drawdown.

GQRE charges a notably higher expense ratio but sports a higher dividend yield than REET. Both funds delivered nearly identical 1-year returns, yet GQRE saw a deeper five-year drawdown and holds fewer positions.

HAUZ offers a much lower expense ratio and broader international real estate exposure than GQRE. GQRE has a slightly higher dividend yield and a heavier tilt toward U.S.-listed REITs.

GQRE charges a higher expense ratio but offers a noticeably higher dividend yield than VNQ. GQRE outperformed VNQ over the past year, though both saw similar maximum drawdowns over five years.

VNQI charges a much lower expense ratio and has over 10 times the assets under management of GQRE GQRE shows slightly less severe drawdowns over the past five years Both funds tilt heavily toward real estate, but GQRE is more concentrated in U.S.-listed REITs while VNQI is broadly diversified internationally

REET carries a much lower expense ratio and more assets under management than GQRE. GQRE offers higher returns and dividend yield.

VNQI delivered a stronger one-year return and slightly higher dividend yield, but both funds saw similar five-year drawdowns. VNQI offers broader exposure to international real estate with over 700 holdings.

Three years of persistent rate-driven pressure on the residential and commercial real estate market appears to finally be abating - and not a moment too soon. REITs were hit by a "triple whammy" of rate-related headwinds: higher borrowing costs directly squeezed profitability, eroded the relative appeal of REIT dividends, and made it near-impossible to grow accretively. Since the Fed's initial rate hike in March 2022, REITs have lagged the S&P 500 by a whopping 55 percentage points, nearly 3x the magnitude of underperformance seen in the GFC.