In the midst of the coronavirus pandemic, online retail has been a winner much at the expense of brick-and-mortar. The performance of two ETFs reflects this trend quite effectively. The Long Online/Short Stores ETF (CLIX) is up 5% year-to-date while the Retail Real Estate Sector ETF (RTL) has lost half of its value. It may be a while before economic activity returns to normal, but once consumers start venturing out of their homes again, the retail real estate sector could enjoy a robust rally after having fallen so hard.

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