ERET ETF ANALYSIS

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ERET ETF FUNDAMENTALS
ERET ETF PERFORMANCE

ERET ISSUER

The ERET ETF, formally known as the iShares ESG U.S. Real Estate ETF, is managed by BlackRock, one of the world's largest and most influential asset management firms. Established with a focus on environmental, social, and governance (ESG) principles, ERET seeks to track the FTSE EPRA Nareit Developed Green Target Index. The Index was developed by FTSE International Limited and is composed of real estate investment trusts (REITs) and real estate holding and development companies from developed market countries.

ERET DIVIDEND

While the ERET (iShares Trust - iShares ESG U.S. Domestic Government Bond ETF) primarily focuses on government bonds, it does offer a dividend distribution, although it may not be as substantial as other dividend-focused ETFs. Dividends in ERET are typically distributed on a quarterly basis, in line with the interest payments generated from its portfolio of U.S. government bonds. Investors should note that the level of dividend income from ERET may vary depending on prevailing interest rates and the performance of the underlying bond holdings.

ERET TRACKING

Tracking the FTSE EPRA Nareit Developed Green Target Index is the primary objective of the Alternative Sources ERET ETF. This ETF aims to mirror the performance of the underlying index, which consists of securities selected from the FTSE EPRA Nareit Developed Index, including real estate investment trusts (REITs) and real estate holding and development companies from developed market countries or regions. The index is unique in that it reweights constituents to target a minimum level of green certification, reduce energy usage, and maintain a level of carbon emission intensity in line with sustainability goals. The ETF utilizes a passive indexing approach and may employ representative sampling to achieve its investment objective, focusing on securities that closely mimic the characteristics of the underlying index. Additionally, the fund may invest in futures, options, and swaps, along with cash and cash equivalents, to help track the underlying index's performance while keeping fees and expenses in check.

ERET CORRELATION

The correlation aspect of the iShares Global Green Real Estate ETF (ERET) is primarily influenced by its objective of tracking the FTSE EPRA Nareit Developed Green Target Index. This index focuses on green-certified real estate investment trusts (REITs) and real estate holding and development companies from developed markets. Given this specialized focus, ERET's correlation with traditional equity indices might not be as strong as broader ETFs, making it a unique choice for investors seeking exposure to environmentally sustainable real estate assets.

ERET SECTOR

The ERET ETF, or the Environmental Real Estate Sector ETF, is primarily invested in the real estate sector, with a focus on companies involved in green and sustainable real estate development. It aims to track the FTSE EPRA Nareit Developed Green Target Index, which emphasizes green certification, reduced energy usage, and carbon emission intensity improvements within the real estate industry. This sector-specific ETF provides investors with exposure to companies at the forefront of sustainable and environmentally responsible real estate practices, aligning with the growing demand for eco-friendly investments in the real estate market.

ERET EXPOSURE

The exposure of the iShares U.S. Green Real Estate ETF (ERET) is closely tied to the FTSE EPRA Nareit Developed Green Target Index. This index focuses on securities selected from the FTSE EPRA Nareit Developed Index, consisting of real estate investment trusts (REITs) and real estate holding and development companies from developed market countries or regions. ERET's exposure emphasizes green certification, reduced energy usage, and carbon emission intensity improvements relative to the Parent Index, promoting sustainability within the real estate sector. For a deeper understanding of this ETF's exposure and to explore its correlations and overlaps, you can use ETF Insider's web app, which offers comprehensive data and visualization tools for all U.S. ETFs.

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FREQUENTLY ASKED QUESTIONS

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