XLRE vs. REZ ETF Comparison
Comparison of Real Estate Select Sector SPDR Fund (The) (XLRE) to iShares Residential Real Estate Capped ETF (REZ)
XLRE
Real Estate Select Sector SPDR Fund (The)
XLRE Description
The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund is an exchange traded fund launched by State Street Global Advisors, Inc. It is managed by SSgA Funds Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating in the real estate sector including companies engaged in real estate management and development and REITs, excluding mortgage REITs. The fund invests in stocks of large-cap companies. It seeks to replicate the performance of The Real Estate Select Sector Index, by investing in stocks of companies as per their weightings in the index. The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund is domiciled in the United States.
Grade (RS Rating)
Last Trade
$43.52
Average Daily Volume
5,655,417
31
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
$86.18
Average Daily Volume
148,801
39
Performance
| Period | XLRE | REZ |
|---|---|---|
| 30 Days | 0.17% | -1.16% |
| 60 Days | 7.81% | 8.55% |
| 90 Days | 14.43% | 12.34% |
| 12 Months | 34.75% | 35.69% |
13 Overlapping Holdings
| Symbol | Grade | Weight in XLRE | Weight in REZ | Overlap | |
|---|---|---|---|---|---|
| ARE | D | 1.67% | 4.38% | 1.67% | |
| AVB | C | 2.84% | 6.22% | 2.84% | |
| CPT | C | 1.17% | 2.74% | 1.17% | |
| DOC | C | 1.4% | 3.4% | 1.4% | |
| EQR | C | 2.24% | 5.51% | 2.24% | |
| ESS | D | 1.66% | 4.06% | 1.66% | |
| EXR | D | 3.3% | 7.33% | 3.3% | |
| INVH | D | 1.76% | 4.27% | 1.76% | |
| MAA | D | 1.63% | 3.95% | 1.63% | |
| PSA | C | 4.96% | 11.1% | 4.96% | |
| UDR | C | 1.2% | 3.22% | 1.2% | |
| VTR | C | 2.33% | 4.47% | 2.33% | |
| WELL | C | 6.46% | 15.16% | 6.46% |
XLRE Underweight 26 Positions Relative to REZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| SUI | D | -3.55% | |
| AMH | D | -2.82% | |
| ELS | D | -2.82% | |
| CUBE | C | -2.56% | |
| OHI | C | -2.16% | |
| HR | D | -1.47% | |
| IRT | D | -0.97% | |
| CTRE | C | -0.95% | |
| SBRA | C | -0.92% | |
| MPW | C | -0.74% | |
| NHI | C | -0.74% | |
| NSA | D | -0.7% | |
| AHR | C | -0.45% | |
| LTC | D | -0.34% | |
| ELME | D | -0.33% | |
| SILA | C | -0.32% | |
| VRE | C | -0.3% | |
| UMH | D | -0.27% | |
| AIV | D | -0.27% | |
| CSR | D | -0.23% | |
| NXRT | D | -0.21% | |
| DHC | C | -0.19% | |
| GMRE | C | -0.13% | |
| UHT | D | -0.12% | |
| CHCT | F | -0.1% | |
| BRT | D | -0.04% |
XLRE: Top Represented Industries & Keywords
REZ: Top Represented Industries & Keywords
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