ETF Rebalancing Calculator

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Alternative Investment

GREL

SPDR Dow Jones Global Real Estate ETF

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SPDR Dow Jones Global Real Estate ETF (GREL) is an exchange-traded fund that provides investors with exposure to alternative assets and thematic strategies. It carries an expense ratio of 0.50%. The fund offers a dividend yield of approximately 3.10%. The portfolio holds 200 securities.

Category

Alternative Investment

Dividend Yield

3.1%

Expense Ratio

0.5%

Holdings

200

Top Holdings

1Prologis
2American Tower
3Goodman Group
4Vonovia
5Mitsui Fudosan

Key Features

  • Global REITs included
  • Sector diversification
  • Dollar-denominated benchmark index
  • Quarterly dividends

Advantages

  • Invest in global REITs at once
  • Balance of commercial and residential REITs
  • Automatic market weight adjustment
  • Pursues both dividend income and capital growth

Risks

  • Geopolitical risk
  • Rising interest rate burden
  • Real estate slowdown
  • Currency exposure

Rebalancing Strategy

Review global real estate allocation semi-annually and minimize overlap with domestic REITs.

GREL Investment Analysis

GREL (SPDR Dow Jones Global Real Estate ETF) is a Alternative Investment ETF comprising 200 holdings. It has an expense ratio of 0.5% and a dividend yield of 3.1%. The expense ratio is relatively high, so consider costs relative to returns.

With a 3.1% dividend yield, it is ideal for income investing. Reinvesting dividends can maximize the compounding effect.

GREL can play an important role in your portfolio. It holds a sufficient number of stocks for adequate diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.