REZ
Real EstateiShares Residential and Multisector Real Estate ETF
iShares · Tracks FTSE Nareit All Residential Capped Index · Inception May 1, 2007
Composite score
Based on a 0.48% expense ratio.
Based on $874.7M in net assets.
Top-10 holdings represent 68.0% of net assets.
Real Estate base · ETF wrapper · 1.98% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.1).
Use REZ in our tools
Tool · Cost
Compare REZ's fee against another fund
Compounds the 0.48% expense ratio against a peer over decades.
Tool · Overlap
Compare REZ's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Real Estate funds.
Tool · TLH
Find a tax-loss harvesting partner for REZ
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Where should this fund live across your accounts?
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Welltower Inc. | 23.17% |
| 2 | Public Storage | 8.59% |
| 3 | Ventas Inc. | 7.68% |
| 4 | EXTRA SPACE STORAGE INC | 5.54% |
| 5 | Equity Residential | 4.52% |
| 6 | AvalonBay Communities, Inc. | 4.40% |
| 7 | Sun Communities, Inc. | 3.60% |
| 8 | Essex Property Trust, Inc. | 3.60% |
| 9 | INVITATION HOMES INC | 3.55% |
| 10 | Mid-America Apartment Communities, Inc. | 3.32% |
Compare REZ with another fund
Or skim the closest-overlap funds below.
Similar ETFs by holdings overlap
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