ETF comparison
REZvsRWR
Both Real Estate.
iShares Residential and Multisector Real Estate ETF · State Street SPDR Dow Jones REIT ETF
Holdings overlap
34 positions appear in both funds. Buying equal dollars of REZ and RWR would leave roughly46.0%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with REZ vs RWR.
Top shared holdings
34 shared in total| # | Holding | In REZ | In RWR | Overlap |
|---|---|---|---|---|
| 1 | WELLTOWER INC | 23.52% | 10.57% | 10.57% |
| 2 | PUBLIC STORAGE | 9.05% | 4.36% | 4.36% |
| 3 | VENTAS INC | 7.74% | 4.06% | 4.06% |
| 4 | EXTRA SPACE STORAGE INC | 5.48% | 2.88% | 2.88% |
| 5 | AVALONBAY COMMUNITIES INC | 4.26% | 2.46% | 2.46% |
| 6 | EQUITY RESIDENTIAL | 4.27% | 2.18% | 2.18% |
| 7 | ESSEX PROPERTY TRUST INC | 3.83% | 1.76% | 1.76% |
| 8 | INVITATION HOMES INC | 3.67% | 1.55% | 1.55% |
| 9 | MID-AMERICA APARTMENT COMMUNITIES INC | 3.30% | 1.52% | 1.52% |
| 10 | HEALTHPEAK PROPERTIES INC | 3.04% | 1.39% | 1.39% |
| 11 | OMEGA HEALTHCARE INVESTORS INC | 2.91% | 1.33% | 1.33% |
| 12 | SUN COMMUNITIES INC | 3.00% | 1.31% | 1.31% |
Only in REZ
5 total- SABRA HEALTH CARE REIT INC1.00%
- LTC PROPERTIES INC0.38%
- JANUS LIVING INC0.27%
- NATIONAL HEALTHCARE PROPERTIES INC0.13%
- BRT APARTMENT CORP0.03%
Only in RWR
66 total- Prologis Inc9.15%
- Simon Property Group Inc4.66%
- Equinix Inc4.45%
- Realty Income Corp4.42%
- Digital Realty Trust Inc4.40%
- Kimco Realty Corp1.61%
- WP Carey Inc1.50%
- Host Hotels & Resorts Inc1.42%
- Regency Centers Corp1.23%
- EastGroup Properties Inc1.02%
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 methodologyand 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.