ETF comparison
REZ vs RWR
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 roughly 46.0% 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
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 the cost 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 INC 1.00%
- LTC PROPERTIES INC 0.38%
- JANUS LIVING INC 0.27%
- NATIONAL HEALTHCARE PROPERTIES INC 0.13%
- BRT APARTMENT CORP 0.03%
Only in RWR
65 total- Prologis Inc 9.15%
- Simon Property Group Inc 4.66%
- Equinix Inc 4.45%
- Realty Income Corp 4.42%
- Digital Realty Trust Inc 4.40%
- Kimco Realty Corp 1.61%
- WP Carey Inc 1.50%
- Host Hotels & Resorts Inc 1.42%
- Regency Centers Corp 1.23%
- EastGroup Properties Inc 1.02%
Related comparisons
More comparisons with REZ
- REZ vs USRT · iShares Core U.S. REIT ETF 40.8%
- REZ vs XLRE · State Street Real Estate Select Sector SPDR ETF 38.4%
- REZ vs IYR · iShares U.S. Real Estate ETF 36.2%
- 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%
More comparisons with RWR
- RWR vs USRT · iShares Core U.S. REIT ETF 88.2%
- RWR vs SCHH · Schwab U.S. REIT ETF 80.5%
- RWR vs FREL · Fidelity MSCI Real Estate Index ETF 75.9%
- RWR vs IYR · iShares U.S. Real Estate ETF 74.0%
- RWR vs XLRE · State Street Real Estate Select Sector SPDR ETF 68.4%
- RWR vs VNQ · Vanguard Real Estate Index Fund ETF Shares 64.7%
Percentages are holdings overlap with the named fund.
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 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.