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 36.2% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
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 11 bps cheaper than REZ. On a $100,000 position that's about $110/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. | 10.82% | 23.52% | 10.82% |
| 2 | PUBLIC STORAGE. | 3.72% | 9.05% | 3.72% |
| 3 | VENTAS, INC. | 3.19% | 7.74% | 3.19% |
| 4 | EXTRA SPACE STORAGE INC. | 2.27% | 5.48% | 2.27% |
| 5 | AVALONBAY COMMUNITIES, INC. | 1.94% | 4.26% | 1.94% |
| 6 | EQUITY RESIDENTIAL | 1.71% | 4.27% | 1.71% |
| 7 | ESSEX PROPERTY TRUST, INC. | 1.38% | 3.83% | 1.38% |
| 8 | INVITATION HOMES INC. | 1.22% | 3.67% | 1.22% |
| 9 | MID-AMERICA APARTMENT COMMUNITIES, INC. | 1.20% | 3.30% | 1.20% |
| 10 | HEALTHPEAK PROPERTIES, INC. | 1.09% | 3.04% | 1.09% |
| 11 | OMEGA HEALTHCARE INVESTORS, INC. | 1.05% | 2.91% | 1.05% |
| 12 | SUN COMMUNITIES, INC. | 1.03% | 3.00% | 1.03% |
Only in IYR
41 total- PROLOGIS, INC. 8.72%
- SIMON PROPERTY GROUP, INC. 4.77%
- EQUINIX, INC. 4.55%
- DIGITAL REALTY TRUST, INC. 4.38%
- REALTY INCOME CORPORATION 4.27%
- AMERICAN TOWER CORPORATION 3.85%
- CBRE GROUP, INC. 2.91%
- IRON MOUNTAIN INCORPORATED 2.78%
- CROWN CASTLE INC. 2.44%
- VICI PROPERTIES INC. 2.14%
Only in REZ
19 total- AMERICAN HEALTHCARE REIT INC 2.04%
- CARETRUST REIT INC 1.84%
- INDEPENDENCE REALTY TRUST INC 0.80%
- NATIONAL HEALTH INVESTORS INC 0.74%
- NATIONAL STORAGE AFFILIATES TRUST 0.65%
- MEDICAL PROPERTIES TRUST INC 0.47%
- DIVERSIFIED HEALTHCARE TRUST 0.42%
- LTC PROPERTIES INC 0.38%
- SMARTSTOP SELF STORAGE REIT INC 0.37%
- SILA REALTY TRUST INC 0.34%
Related comparisons
More comparisons with IYR
- IYR vs SCHH · Schwab U.S. REIT ETF 86.4%
- IYR vs FREL · Fidelity MSCI Real Estate Index ETF 86.4%
- IYR vs XLRE · State Street Real Estate Select Sector SPDR ETF 80.0%
- IYR vs USRT · iShares Core U.S. REIT ETF 79.1%
- IYR vs RWR · State Street SPDR Dow Jones REIT ETF 74.0%
- IYR vs VNQ · Vanguard Real Estate Index Fund ETF Shares 73.8%
More comparisons with REZ
- REZ vs SCHH · Schwab U.S. REIT ETF 36.0%
- REZ vs FREL · Fidelity MSCI Real Estate Index ETF 33.8%
- REZ vs VNQ · Vanguard Real Estate Index Fund ETF Shares 28.6%
- REZ vs RWR · State Street SPDR Dow Jones REIT ETF 46.0%
- REZ vs USRT · iShares Core U.S. REIT ETF 40.8%
- REZ vs XLRE · State Street Real Estate Select Sector SPDR ETF 38.4%
Percentages are holdings overlap with the named fund.
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.