INDS vs REET: Real Estate ETF Showdown
Institutional side-by-side analysis of fees, dividend cash flows, and underlying holdings overlap.
Key Fundamental Specifications
| Metric | INDS | REET |
|---|---|---|
| Annual Expense Ratio | 0.60% | 0.14% Lowest Fee |
| Annual Dividend Yield | 2.95% | 3.82% Higher Yield |
| Assets Under Management (AUM) | $0.2 Billion | $3.1 Billion |
| Number of Holdings | 30 Constituents | 358 Constituents |
| Fund Issuer | Pacer ETFs | BlackRock |
| Benchmark Index | Benchmark Industrial Real Estate SCTR Index | FTSE EPRA Nareit Global REITS Index |
Top Holdings & Weight Overlap
Constituent weights across both funds:
| REIT Constituent | INDS Weight | REET Weight |
|---|---|---|
| PLD Prologis Inc. | 15.8% | 0.0% |
| REXR Rexford Industrial Realty | 11.2% | 0.0% |
| FR First Industrial Realty | 9.4% | 0.0% |
| EGP EastGroup Properties | 8.7% | 0.0% |
| STAG STAG Industrial Inc. | 7.9% | 0.0% |
Institutional Verdict: INDS or REET?
Fee Advantage: REET offers the lower expense ratio at 0.14% vs 0.60%. Over a 20-year holding period, lower expense drag preserves thousands of dollars in cumulative returns.
Yield Generation: For income-focused investors, REET provides the higher current dividend yield at 3.82%, making it more attractive for living off dividend cash flow.
Conclusion: If your priority is low-cost passive index tracking, choose REET. If your mandate is maximum immediate dividend yield, choose REET.
Frequently Asked Questions
What is the difference between INDS and REET?
Pacer Industrial Real Estate ETF (INDS) is issued by Pacer ETFs with an expense ratio of 0.60% and dividend yield of 2.95%. In comparison, iShares Global REIT ETF (REET) is issued by BlackRock charging 0.14% with a yield of 3.82%.
Which REIT ETF has lower fees: INDS or REET?
REET has the lower annual expense ratio (0.14% vs 0.60%), saving long-term investors money on compounding fee drag.
Which ETF pays a higher dividend yield: INDS or REET?
REET currently pays the higher annualized dividend yield (3.82% vs 2.95%).
Can I hold both INDS and REET in a portfolio?
While you can hold both, INDS and REET share significant constituent overlap in top REITs like Prologis, American Tower, and Equinix. Holding both may cause redundant portfolio exposure.