S&P United States REIT Index ETF Tax Rates
Index Description
The S&P United States REIT Index measures the investable U.S. real estate investment trust market and maintains a constituency that reflects the market's overall composition.
ETFs Tracking The S&P United States REIT Index
The following table presents sortable tax data for ETFs currently tracking the S&P United States REIT Index.
As Of 05/25/2012
| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| FRI | S&P REIT Index Fund | 35% | 15% | 1099 |
Other Real Estate ETFs
ETFdb staff has allocated each ETF in the ETF database, as well as each index, to a single "best-fit" ETFdb Category. Other ETFs in the Real Estate ETFdb Category are presented in the following table.
As Of 05/25/2012| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| VNQ | REIT ETF | 35% | 15% | 1099 |
| IYR | Dow Jones U.S. Real Estate Index Fund | 35% | 15% | 1099 |
| ICF | Cohen & Steers Realty Major | 35% | 15% | 1099 |
| RWR | SPDR DJ Wilshire REIT ETF | 35% | 15% | 1099 |
| FRI | S&P REIT Index Fund | 35% | 15% | 1099 |
| REM | FTSE NAREIT Mortgage REITs Index Fund | 35% | 15% | 1099 |
| SCHH | U.S. REIT ETF | 35% | 15% | 1099 |
| REZ | FTSE NAREIT Residential Index Fund | 35% | 15% | 1099 |
| FTY | FTSE NAREIT Real Estate 50 Index Fund | 35% | 15% | 1099 |
| MORT | Market Vector Mortgage REIT Income ETF | 35% | 15% | 1099 |
| ROOF | IQ US Real Estate Small Cap ETF | 35% | 15% | 1099 |
| IFNA | FTSE EPRA/NAREIT North America Index Fund | 35% | 15% | 1099 |
| PSR | Active U.S. Real Estate Fund | 35% | 15% | 1099 |
| RTL | FTSE NAREIT Retail Index Fund | 35% | 15% | 1099 |
| WREI | Wilshire US REIT ETF | 35% | 15% | 1099 |
| FNIO | FTSE NAREIT Industrial/Office Capped Index Fund | 35% | 15% | 1099 |
| KBWY | KBW Premium Yield Equity REIT Portfolio | 35% | 15% | 1099 |
| FRL | Focus Morningstar Real Estate Index ETF | 35% | 15% | 1099 |
Other Real Estate Indexes
Other indexes tracked by ETFs in the Real Estate ETFdb Category include:
- Cohen & Steers Realty Majors Index
- Dow Jones U.S. Real Estate Index
- Dow Jones U.S. Select REIT Index
- FTSE EPRA/NAREIT North America Index
- FTSE NAREIT All Mortgage Capped Index
- FTSE NAREIT All Residential Capped Index
- FTSE NAREIT Industrial/Office Capped Index
- FTSE NAREIT Real Estate 50 Index
- FTSE NAREIT Retail Capped Index
- MSCI US REIT Index
- S&P United States REIT Index
- Wilshire U.S. Real Estate Investment Trust Index
- KBW Premium Yield Equity REIT Index
- Morningstar Real Estate Index
- IQ US Real Estate Small Cap Index
- Market Vectors Global Mortgage REITs Index
Mutual Funds Tracking S&P United States REIT Index
ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. There are no mutual funds benchmarked against S&P United States REIT Index.
