ETF comparison
REZvsUSRT
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 roughly40.5%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
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 thecost 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% | 8.31% | 8.31% |
| 2 | PUBLIC STORAGE | 9.05% | 3.96% | 3.96% |
| 3 | VENTAS INC | 7.74% | 3.55% | 3.55% |
| 4 | EXTRA SPACE STORAGE INC | 5.48% | 2.60% | 2.60% |
| 5 | AVALONBAY COMMUNITIES INC | 4.26% | 2.24% | 2.24% |
| 6 | EQUITY RESIDENTIAL | 4.27% | 2.13% | 2.13% |
| 7 | INVITATION HOMES INC | 3.67% | 1.52% | 1.52% |
| 8 | ESSEX PROPERTY TRUST INC | 3.83% | 1.45% | 1.45% |
| 9 | SUN COMMUNITIES INC | 3.00% | 1.35% | 1.35% |
| 10 | MID-AMERICA APARTMENT COMMUNITIES INC | 3.30% | 1.30% | 1.30% |
| 11 | OMEGA HEALTHCARE INVESTORS INC | 2.91% | 1.19% | 1.19% |
| 12 | EQUITY LIFESTYLE PROPERTIES INC | 2.55% | 1.05% | 1.05% |
Only in REZ
2 total- JANUS LIVING INC0.27%
- NATIONAL HEALTHCARE PROPERTIES INC0.13%
Only in USRT
90 total- PROLOGIS INC7.52%
- EQUINIX INC6.44%
- DIGITAL REALTY TRUST INC4.46%
- SIMON PROPERTY GROUP INC4.40%
- REALTY INCOME CORP4.18%
- IRON MOUNTAIN INC (REIT)3.19%
- VICI PROPERTIES INC2.73%
- WP CAREY INC1.36%
- KIMCO REALTY CORP1.36%
- HOST HOTELS & RESORTS INC1.25%
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 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.