ETF comparison
REZvsXLRE
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 roughly38.4%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
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 thecost calculator pre-filled with REZ vs XLRE.
Top shared holdings
13 shared in total| # | Holding | In REZ | In XLRE | Overlap |
|---|---|---|---|---|
| 1 | WELLTOWER INC | 23.52% | 11.01% | 11.01% |
| 2 | PUBLIC STORAGE | 9.05% | 4.48% | 4.48% |
| 3 | VENTAS INC | 7.74% | 4.47% | 4.47% |
| 4 | EXTRA SPACE STORAGE INC | 5.48% | 3.18% | 3.18% |
| 5 | AVALONBAY COMMUNITIES INC | 4.26% | 2.71% | 2.71% |
| 6 | EQUITY RESIDENTIAL | 4.27% | 2.40% | 2.40% |
| 7 | ESSEX PROPERTY TRUST INC | 3.83% | 1.94% | 1.94% |
| 8 | INVITATION HOMES INC | 3.67% | 1.71% | 1.71% |
| 9 | MID-AMERICA APARTMENT COMMUNITIES INC | 3.30% | 1.67% | 1.67% |
| 10 | HEALTHPEAK PROPERTIES INC | 3.04% | 1.53% | 1.53% |
| 11 | UDR INC | 2.66% | 1.22% | 1.22% |
| 12 | CAMDEN PROPERTY TRUST | 2.31% | 1.19% | 1.19% |
Only in REZ
26 total- SUN COMMUNITIES INC3.00%
- OMEGA HEALTHCARE INVESTORS INC2.91%
- EQUITY LIFESTYLE PROPERTIES INC2.55%
- AMERICAN HOMES 4 RENT2.31%
- AMERICAN HEALTHCARE REIT INC2.04%
- CUBESMART1.85%
- CARETRUST REIT INC1.84%
- HEALTHCARE REALTY TRUST INC1.39%
- SABRA HEALTH CARE REIT INC1.00%
- INDEPENDENCE REALTY TRUST INC0.80%
Only in XLRE
19 total- Prologis Inc8.68%
- Equinix Inc7.06%
- American Tower Corp5.23%
- Simon Property Group Inc4.98%
- Realty Income Corp4.55%
- Digital Realty Trust Inc4.53%
- CBRE Group Inc4.08%
- Iron Mountain Inc3.89%
- Crown Castle Inc3.42%
- VICI Properties Inc3.01%
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 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.