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 38.4% 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
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 | 23.52% | 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 INC 3.00%
- OMEGA HEALTHCARE INVESTORS INC 2.91%
- EQUITY LIFESTYLE PROPERTIES INC 2.55%
- AMERICAN HOMES 4 RENT 2.31%
- AMERICAN HEALTHCARE REIT INC 2.04%
- CUBESMART 1.85%
- CARETRUST REIT INC 1.84%
- HEALTHCARE REALTY TRUST INC 1.39%
- SABRA HEALTH CARE REIT INC 1.00%
- INDEPENDENCE REALTY TRUST INC 0.80%
Only in XLRE
18 total- Prologis Inc 8.68%
- Equinix Inc 7.06%
- American Tower Corp 5.23%
- Simon Property Group Inc 4.98%
- Realty Income Corp 4.55%
- Digital Realty Trust Inc 4.53%
- CBRE Group Inc 4.08%
- Iron Mountain Inc 3.89%
- Crown Castle Inc 3.42%
- VICI Properties Inc 3.01%
Related comparisons
More comparisons with REZ
- 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%
- REZ vs USRT · iShares Core U.S. REIT ETF 40.8%
More comparisons with XLRE
- XLRE vs IYR · iShares U.S. Real Estate ETF 80.0%
- XLRE vs SCHH · Schwab U.S. REIT ETF 73.6%
- XLRE vs FREL · Fidelity MSCI Real Estate Index ETF 72.7%
- XLRE vs USRT · iShares Core U.S. REIT ETF 69.1%
- XLRE vs RWR · State Street SPDR Dow Jones REIT ETF 68.4%
- XLRE vs VNQ · Vanguard Real Estate Index Fund ETF Shares 62.8%
Percentages are holdings overlap with the named fund.
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.