Alternatives in the same category

iShares Developed Markets Property Yield vs Xtrackers FTSE EPRA/NAREIT Global Real Estate

iShares Developed Markets Property Yield tracks FTSE EPRA Nareit Developed Dividend+ and Xtrackers FTSE EPRA/NAREIT Global Real Estate tracks FTSE EPRA/NAREIT Global Real Estate. They are realistic alternatives for the same slot in a portfolio, but because the indices are different nobody can tell you in advance which will return more. What can be compared objectively is the cost, the replication method, the domicile and how each one is structured — and that is what this page does.

What each one tracks

This is the underlying difference: they do not follow the same index, so their returns will diverge.

iShares Developed Markets Property Yield

FTSE EPRA Nareit Developed Dividend+

Xtrackers FTSE EPRA/NAREIT Global Real Estate

FTSE EPRA/NAREIT Global Real Estate

Comparison

iShares Developed Markets Property YieldXtrackers FTSE EPRA/NAREIT Global Real Estate
IndexFTSE EPRA Nareit Developed Dividend+FTSE EPRA/NAREIT Global Real Estate
TER0.59%0.60%
Hist. return*~6%~6%
ReplicationPhysicalSynthetic
DistributionDistributingAccumulating
DomicileIrlandaLuxemburgo
CurrencyUSDEUR
Risk4/75/7
ISINIE00B1FZS350LU0489337005

What the fee gap actually costs

Applying the SAME 7% gross return to both and contributing €300/month, the only thing moving the result is the TER. This is not a return forecast: it is how much the fee weighs.

HorizoniShares Developed Markets Property YieldXtrackers FTSE EPRA/NAREIT Global Real EstateDifference
10 years€50,542€50,514€28
20 years€146,326€146,149€176
30 years€327,850€327,212€637

iShares Developed Markets Property Yield is the cheaper of the two. Remember they track different indices: cost is one factor, not the verdict.

Nobody can know which will perform better: they track different indices and past performance is not a prediction. What is objective today is the cost, the replication, the domicile and the distribution policy.

iShares

iShares Developed Markets Property Yield

Xtrackers

Xtrackers FTSE EPRA/NAREIT Global Real Estate

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Frequently asked questions

What is the difference between iShares Developed Markets Property Yield and Xtrackers FTSE EPRA/NAREIT Global Real Estate?+

They track different indices: iShares Developed Markets Property Yield follows FTSE EPRA Nareit Developed Dividend+ and Xtrackers FTSE EPRA/NAREIT Global Real Estate follows FTSE EPRA/NAREIT Global Real Estate. They also differ in cost (0.59% vs 0.60% TER), replication (physical vs synthetic) and domicile (Irlanda vs Luxemburgo).

Which one will perform better?+

Nobody can know that: they track different indices, so their returns will diverge, and past index performance is not a prediction. What you can control today is the cost, the tax structure and whether the index actually covers what you want exposure to.

Which one is cheaper?+

iShares Developed Markets Property Yield has the lower annual fee. Applying the same 7% gross return to both with €300/month, that fee gap alone is worth about €176 after 20 years — that part is arithmetic, not a forecast.

Accumulating or distributing?+

Xtrackers FTSE EPRA/NAREIT Global Real Estate is accumulating (dividends are reinvested inside the fund) and iShares Developed Markets Property Yield is distributing (dividends are paid out to you). For long-term compounding in Spain, accumulating usually defers taxation; distributing gives you income you are taxed on each year.

Can I hold both?+

Yes. Unlike two funds tracking the identical index, these give you genuinely different exposure, so holding both is not automatically redundant — just be aware you may end up overlapping on the largest companies and doubling your rebalancing work.

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