ETF comparison
REZ vs XLRE
Both Real Estate.
iShares Residential and Multisector Real Estate ETF · State Street Real Estate Select Sector SPDR ETF
Holdings overlap
13 positions appear in both funds. Buying equal dollars of REZ and XLRE would leave roughly 36.2% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
XLRE 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 XLRE.
Top shared holdings
13 shared in total| # | Holding | In REZ | In XLRE | Overlap |
|---|---|---|---|---|
| 1 | Welltower Inc. | 23.17% | 10.18% | 10.18% |
| 2 | Ventas Inc. | 7.68% | 4.40% | 4.40% |
| 3 | Public Storage | 8.59% | 4.19% | 4.19% |
| 4 | EXTRA SPACE STORAGE INC | 5.54% | 3.15% | 3.15% |
| 5 | AvalonBay Communities, Inc. | 4.40% | 2.62% | 2.62% |
| 6 | Equity Residential | 4.52% | 2.30% | 2.30% |
| 7 | Essex Property Trust, Inc. | 3.60% | 1.77% | 1.77% |
| 8 | Mid-America Apartment Communities, Inc. | 3.32% | 1.62% | 1.62% |
| 9 | INVITATION HOMES INC | 3.55% | 1.59% | 1.59% |
| 10 | Healthpeak Properties Inc | 2.66% | 1.29% | 1.29% |
| 11 | UDR Inc | 2.61% | 1.15% | 1.15% |
| 12 | Camden Property Trust | 2.41% | 1.14% | 1.14% |
Only in REZ
25 total- Sun Communities, Inc. 3.60%
- Omega Healthcare Investors, Inc. 3.02%
- Equity Lifestyle Properties Inc 2.80%
- American Homes 4 Rent 2.23%
- American Healthcare REIT Inc. 1.95%
- CUBESMART 1.94%
- Caretrust Reit Inc 1.91%
- HRTI LLC 1.30%
- Sabra Health Care REIT, Inc. 1.11%
- National Health Investors, Inc. 0.88%
Only in XLRE
19 total- Prologis Inc 9.07%
- Equinix Inc 7.11%
- American Tower Corp 5.96%
- Digital Realty Trust Inc 4.63%
- Simon Property Group Inc 4.57%
- CBRE Group Inc 4.46%
- Realty Income Corp 4.39%
- Crown Castle Inc 4.01%
- Iron Mountain Inc 3.42%
- VICI Properties Inc 3.31%
Open REZ or XLRE 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.