He also recommends Camden Property Trust because of its concentration of properties in Houston, which is a growth market.

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Camden Property Trust, another big REIT winner in 2009, has been a laggard within the sector this year, up a modest 6.1 percent.

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Among the largest underlying components of VB, in trading today Pharmasset, Inc. ( NASD: VRUS) is up about 0.1%, Camden Property Trust ( NYSE: CPT) is up about 1.2%, and Deckers Outdoor Corp. ( NASD: DECK) is lower by about 0.9%.

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