REZ vs. IYR ETF Comparison
Comparison of iShares Residential Real Estate Capped ETF (REZ) to iShares U.S. Real Estate ETF (IYR)
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
$87.22
Average Daily Volume
104,513
38
IYR
iShares U.S. Real Estate ETF
IYR Description
The investment seeks to track the investment results of an index composed of U.S. equities in the real estate sector. 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. It seeks to track the investment results of the Dow Jones U.S. Real Estate Index (the "underlying index"), which measures the performance of the real estate sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include real estate investment trusts ("REITs").Grade (RS Rating)
Last Trade
$99.40
Average Daily Volume
5,097,893
73
Performance
| Period | REZ | IYR |
|---|---|---|
| 30 Days | 7.11% | 5.73% |
| 60 Days | 13.40% | 13.24% |
| 90 Days | 17.56% | 15.74% |
| 12 Months | 28.81% | 20.90% |
22 Overlapping Holdings
| Symbol | Grade | Weight in REZ | Weight in IYR | Overlap | |
|---|---|---|---|---|---|
| AMH | A | 1.0% | 1.0% | 1.0% | |
| ARE | D | 1.0% | 1.0% | 1.0% | |
| AVB | B | 1.0% | 1.0% | 1.0% | |
| CPT | B | 1.0% | 1.0% | 1.0% | |
| CUBE | A | 1.0% | 1.0% | 1.0% | |
| DOC | B | 1.0% | 1.0% | 1.0% | |
| ELS | A | 1.0% | 1.0% | 1.0% | |
| EQR | B | 1.0% | 1.0% | 1.0% | |
| ESS | B | 1.0% | 1.0% | 1.0% | |
| EXR | B | 1.0% | 1.0% | 1.0% | |
| HR | A | 1.0% | 1.0% | 1.0% | |
| INVH | B | 1.0% | 1.0% | 1.0% | |
| MAA | B | 1.0% | 1.0% | 1.0% | |
| MPW | C | 1.0% | 1.0% | 1.0% | |
| NSA | A | 1.0% | 1.0% | 1.0% | |
| OHI | A | 1.0% | 1.0% | 1.0% | |
| PSA | A | 1.0% | 1.0% | 1.0% | |
| SBRA | A | 1.0% | 1.0% | 1.0% | |
| SUI | A | 1.0% | 1.0% | 1.0% | |
| UDR | B | 1.0% | 1.0% | 1.0% | |
| VTR | A | 1.0% | 1.0% | 1.0% | |
| WELL | A | 1.0% | 1.0% | 1.0% |
REZ Underweight 51 Positions Relative to IYR
| Symbol | Grade | Weight | |
|---|---|---|---|
| KIM | A | -1.0% | |
| GLPI | A | -1.0% | |
| PLD | B | -1.0% | |
| WPC | A | -1.0% | |
| REG | A | -1.0% | |
| JLL | B | -1.0% | |
| HST | D | -1.0% | |
| LAMR | B | -1.0% | |
| REXR | B | -1.0% | |
| AMT | A | -1.0% | |
| EQIX | B | -1.0% | |
| O | A | -1.0% | |
| SPG | B | -1.0% | |
| CCI | A | -1.0% | |
| DLR | D | -1.0% | |
| VICI | A | -1.0% | |
| CBRE | B | -1.0% | |
| IRM | B | -1.0% | |
| CSGP | C | -1.0% | |
| SBAC | A | -1.0% | |
| WY | C | -1.0% | |
| KRC | B | -1.0% | |
| PCH | C | -1.0% | |
| CDP | B | -1.0% | |
| BXMT | C | -1.0% | |
| LXP | B | -1.0% | |
| BXP | A | -1.0% | |
| HHH | B | -1.0% | |
| DEI | B | -1.0% | |
| OPEN | D | -1.0% | |
| JBGS | B | -1.0% | |
| NLOP | B | -1.0% | |
| SEG | D | -1.0% | |
| ZG | B | -1.0% | |
| NLY | A | -1.0% | |
| EGP | B | -1.0% | |
| NNN | A | -1.0% | |
| Z | B | -1.0% | |
| FRT | A | -1.0% | |
| BRX | A | -1.0% | |
| COLD | B | -1.0% | |
| RYN | B | -1.0% | |
| FR | B | -1.0% | |
| AGNC | A | -1.0% | |
| STAG | B | -1.0% | |
| STWD | C | -1.0% | |
| RITM | B | -1.0% | |
| VNO | B | -1.0% | |
| LINE | D | -1.0% | |
| CUZ | A | -1.0% | |
| ADC | A | -1.0% |
REZ: Top Represented Industries & Keywords
IYR: Top Represented Industries & Keywords
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