ETF comparison
IYR vs REZ
Both Real Estate.
iShares U.S. Real Estate ETF · iShares Residential and Multisector Real Estate ETF
Holdings overlap
20 positions appear in both funds. Buying equal dollars of IYR and REZ would leave roughly 34.1% 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
IYR is 10 bps cheaper than REZ. On a $100,000 position that's about $100/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 IYR vs REZ.
Top shared holdings
20 shared in total| # | Holding | In IYR | In REZ | Overlap |
|---|---|---|---|---|
| 1 | WELLTOWER INC. | 9.96% | 23.17% | 9.96% |
| 2 | PUBLIC STORAGE. | 3.41% | 8.59% | 3.41% |
| 3 | VENTAS, INC. | 3.09% | 7.68% | 3.09% |
| 4 | EXTRA SPACE STORAGE INC. | 2.21% | 5.54% | 2.21% |
| 5 | AVALONBAY COMMUNITIES, INC. | 1.84% | 4.40% | 1.84% |
| 6 | EQUITY RESIDENTIAL | 1.62% | 4.52% | 1.62% |
| 7 | ESSEX PROPERTY TRUST, INC. | 1.24% | 3.60% | 1.24% |
| 8 | SUN COMMUNITIES, INC. | 1.17% | 3.60% | 1.17% |
| 9 | MID-AMERICA APARTMENT COMMUNITIES, INC. | 1.14% | 3.32% | 1.14% |
| 10 | INVITATION HOMES INC. | 1.12% | 3.55% | 1.12% |
| 11 | OMEGA HEALTHCARE INVESTORS, INC. | 1.03% | 3.02% | 1.03% |
| 12 | EQUITY LIFESTYLE PROPERTIES, INC. | 0.96% | 2.80% | 0.96% |
Only in IYR
41 total- PROLOGIS, INC. 9.18%
- EQUINIX, INC. 4.69%
- DIGITAL REALTY TRUST, INC. 4.63%
- SIMON PROPERTY GROUP, INC. 4.58%
- REALTY INCOME CORPORATION 4.40%
- AMERICAN TOWER CORPORATION 4.39%
- CBRE GROUP, INC. 3.13%
- CROWN CASTLE INC. 2.82%
- IRON MOUNTAIN INCORPORATED 2.40%
- VICI PROPERTIES INC. 2.32%
Only in REZ
18 total- American Healthcare REIT Inc. 1.95%
- Caretrust Reit Inc 1.91%
- National Health Investors, Inc. 0.88%
- Independence Realty Trust Inc 0.83%
- National Storage Affiliates Trust 0.62%
- Medical Properties Trust Inc. 0.54%
- LTC Properties Inc 0.41%
- SmartStop Self Storage REIT Inc 0.39%
- Veris Residential Inc 0.35%
- Diversified Healthcare Trust 0.34%
Open IYR or REZ 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.