IYLD vs. REZ ETF Comparison
Comparison of iShares Morningstar Multi-Asset Income ETF (IYLD) to iShares Residential Real Estate Capped ETF (REZ)
IYLD
iShares Morningstar Multi-Asset Income ETF
IYLD Description
The investment seeks to track the investment results of the Morningstar® Multi-Asset High Income IndexSM. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is broadly diversified and seeks to deliver high current income while maintaining long-term capital appreciation. The fund is a fund-of-funds and invests primarily in the securities of the underlying funds that themselves seek investment results corresponding to their own underlying indexes.
Grade (RS Rating)
Last Trade
$19.89
Average Daily Volume
11,306
10
REZ
iShares Residential Real Estate Capped ETF
REZ Description
The investment seeks to track the investment results of an index composed of U.S. residential, healthcare and self-storage real estate equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the residential, healthcare and self-storage real estate sectors of the U.S. equity market. Components primarily include real estate investment trusts ("REITs"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$77.13
Average Daily Volume
25,344
39
Performance
| Period | IYLD | REZ |
|---|---|---|
| 30 Days | 0.60% | 3.09% |
| 60 Days | 1.18% | 6.61% |
| 90 Days | 2.21% | 9.96% |
| 12 Months | 10.87% | 7.79% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IYLD | Weight in REZ | Overlap |
|---|
IYLD Underweight 39 Positions Relative to REZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| WELL | A | -14.22% | |
| PSA | B | -10.53% | |
| EXR | B | -7.57% | |
| AVB | B | -6.8% | |
| EQR | B | -6.0% | |
| VTR | A | -4.47% | |
| ARE | C | -4.45% | |
| INVH | A | -4.42% | |
| ESS | B | -4.18% | |
| MAA | C | -3.91% | |
| SUI | C | -3.55% | |
| DOC | B | -3.27% | |
| UDR | B | -3.21% | |
| AMH | A | -2.97% | |
| ELS | C | -2.88% | |
| CPT | B | -2.72% | |
| CUBE | B | -2.4% | |
| OHI | B | -1.99% | |
| HR | B | -1.51% | |
| AIRC | A | -1.35% | |
| IRT | B | -0.99% | |
| SBRA | A | -0.83% | |
| CTRE | A | -0.8% | |
| NSA | B | -0.7% | |
| NHI | A | -0.67% | |
| MPW | F | -0.66% | |
| LTC | A | -0.35% | |
| ELME | C | -0.33% | |
| VRE | D | -0.28% | |
| AIV | B | -0.27% | |
| CSR | B | -0.24% | |
| UMH | A | -0.23% | |
| AHR | A | -0.22% | |
| NXRT | C | -0.21% | |
| CHCT | F | -0.15% | |
| DHC | B | -0.15% | |
| GMRE | B | -0.13% | |
| UHT | C | -0.12% | |
| BRT | D | -0.05% |
IYLD: Top Represented Industries & Keywords
REZ: Top Represented Industries & Keywords
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