ETF comparison
REZ vs RWR
Both Real Estate.
iShares Residential and Multisector Real Estate ETF · State Street SPDR Dow Jones REIT ETF
Holdings overlap
35 positions appear in both funds. Buying equal dollars of REZ and RWR would leave roughly 45.4% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
RWR is 23 bps cheaper than REZ. On a $100,000 position that's about $230/yr more in fees for REZ.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with REZ vs RWR.
Top shared holdings
35 shared in total| # | Holding | In REZ | In RWR | Overlap |
|---|---|---|---|---|
| 1 | Welltower Inc. | 23.17% | 9.91% | 9.91% |
| 2 | Public Storage | 8.59% | 4.18% | 4.18% |
| 3 | Ventas Inc. | 7.68% | 4.12% | 4.12% |
| 4 | EXTRA SPACE STORAGE INC | 5.54% | 2.95% | 2.95% |
| 5 | AvalonBay Communities, Inc. | 4.40% | 2.46% | 2.46% |
| 6 | Equity Residential | 4.52% | 2.16% | 2.16% |
| 7 | Essex Property Trust, Inc. | 3.60% | 1.66% | 1.66% |
| 8 | Sun Communities, Inc. | 3.60% | 1.55% | 1.55% |
| 9 | Mid-America Apartment Communities, Inc. | 3.32% | 1.52% | 1.52% |
| 10 | INVITATION HOMES INC | 3.55% | 1.49% | 1.49% |
| 11 | Omega Healthcare Investors, Inc. | 3.02% | 1.37% | 1.37% |
| 12 | Equity Lifestyle Properties Inc | 2.80% | 1.28% | 1.28% |
Only in REZ
3 total- Sabra Health Care REIT, Inc. 1.11%
- LTC Properties Inc 0.41%
- BRT APARTMENT CORP 0.03%
Only in RWR
66 total- Prologis Inc 10.12%
- Equinix Inc 4.66%
- Digital Realty Trust Inc 4.62%
- Simon Property Group Inc 4.56%
- Realty Income Corp 4.38%
- Kimco Realty Corp 1.61%
- WP Carey Inc 1.58%
- Regency Centers Corp 1.32%
- Host Hotels & Resorts Inc 1.30%
- EastGroup Properties Inc 1.05%
Open REZ or RWR at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.