ETF comparison
REZ vs USRT
Both Real Estate.
iShares Residential and Multisector Real Estate ETF · iShares Core U.S. REIT ETF
Holdings overlap
37 positions appear in both funds. Buying equal dollars of REZ and USRT would leave roughly 40.8% 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
USRT is 40 bps cheaper than REZ. On a $100,000 position that's about $400/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 USRT.
Top shared holdings
37 shared in total| # | Holding | In REZ | In USRT | Overlap |
|---|---|---|---|---|
| 1 | WELLTOWER INC | 23.52% | 9.03% | 9.03% |
| 2 | PUBLIC STORAGE | 9.05% | 4.21% | 4.21% |
| 3 | VENTAS INC | 7.74% | 3.64% | 3.64% |
| 4 | EXTRA SPACE STORAGE INC | 5.48% | 2.50% | 2.50% |
| 5 | AVALONBAY COMMUNITIES INC | 4.26% | 2.07% | 2.07% |
| 6 | EQUITY RESIDENTIAL | 4.27% | 1.99% | 1.99% |
| 7 | ESSEX PROPERTY TRUST INC | 3.83% | 1.46% | 1.46% |
| 8 | INVITATION HOMES INC | 3.67% | 1.42% | 1.42% |
| 9 | MID-AMERICA APARTMENT COMMUNITIES INC | 3.30% | 1.23% | 1.23% |
| 10 | HEALTHPEAK PROPERTIES INC | 3.04% | 1.22% | 1.22% |
| 11 | OMEGA HEALTHCARE INVESTORS INC | 2.91% | 1.21% | 1.21% |
| 12 | SUN COMMUNITIES INC | 3.00% | 1.21% | 1.21% |
Only in REZ
2 total- NATIONAL STORAGE AFFILIATES TRUST 0.65%
- SILA REALTY TRUST INC 0.34%
Only in USRT
87 total- PROLOGIS INC 7.49%
- EQUINIX INC 6.01%
- SIMON PROPERTY GROUP INC 4.65%
- DIGITAL REALTY TRUST INC 4.56%
- REALTY INCOME CORP 4.23%
- IRON MOUNTAIN INC (REIT) 2.91%
- VICI PROPERTIES INC 2.30%
- HOST HOTELS & RESORTS INC 1.37%
- KIMCO REALTY CORP 1.35%
- W.P. CAREY INC 1.31%
Related comparisons
More comparisons with REZ
- 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%
- REZ vs RWR · State Street SPDR Dow Jones REIT ETF 46.0%
More comparisons with USRT
- USRT vs RWR · State Street SPDR Dow Jones REIT ETF 88.2%
- USRT vs SCHH · Schwab U.S. REIT ETF 87.0%
- USRT vs FREL · Fidelity MSCI Real Estate Index ETF 83.5%
- USRT vs IYR · iShares U.S. Real Estate ETF 79.1%
- USRT vs VNQ · Vanguard Real Estate Index Fund ETF Shares 71.6%
- USRT vs XLRE · State Street Real Estate Select Sector SPDR ETF 69.1%
Percentages are holdings overlap with the named fund.
Open REZ or USRT 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.