ETF comparison
REZ vs USRT
Both Real Estate.
iShares Residential and Multisector Real Estate ETF · iShares Core U.S. REIT ETF
Holdings overlap
38 positions appear in both funds. Buying equal dollars of REZ and USRT would leave roughly 40.7% 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
USRT is 40 bps cheaper than REZ. On a $100,000 position that's about $400/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 USRT.
Top shared holdings
38 shared in total| # | Holding | In REZ | In USRT | Overlap |
|---|---|---|---|---|
| 1 | Welltower Inc. | 23.17% | 8.31% | 8.31% |
| 2 | Public Storage | 8.59% | 3.96% | 3.96% |
| 3 | Ventas Inc. | 7.68% | 3.55% | 3.55% |
| 4 | EXTRA SPACE STORAGE INC | 5.54% | 2.60% | 2.60% |
| 5 | AvalonBay Communities, Inc. | 4.40% | 2.24% | 2.24% |
| 6 | Equity Residential | 4.52% | 2.13% | 2.13% |
| 7 | INVITATION HOMES INC | 3.55% | 1.52% | 1.52% |
| 8 | Essex Property Trust, Inc. | 3.60% | 1.45% | 1.45% |
| 9 | Sun Communities, Inc. | 3.60% | 1.35% | 1.35% |
| 10 | Mid-America Apartment Communities, Inc. | 3.32% | 1.30% | 1.30% |
| 11 | Omega Healthcare Investors, Inc. | 3.02% | 1.19% | 1.19% |
| 12 | Equity Lifestyle Properties Inc | 2.80% | 1.05% | 1.05% |
Only in REZ
0 totalEvery REZ position is also held by USRT.
Only in USRT
89 total- PROLOGIS INC 7.52%
- EQUINIX INC 6.44%
- DIGITAL REALTY TRUST INC 4.46%
- SIMON PROPERTY GROUP INC 4.40%
- REALTY INCOME CORP 4.18%
- IRON MOUNTAIN INC (REIT) 3.19%
- VICI PROPERTIES INC 2.73%
- WP CAREY INC 1.36%
- KIMCO REALTY CORP 1.36%
- HOST HOTELS & RESORTS INC 1.25%
Open REZ or USRT 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.