IYR vs REZ.
iShares U.S. Real Estate ETF (Russell 1000 Real Estate RIC 22.5/45 Capped) against iShares Residential and Multisector Real Estate ETF (FTSE Nareit All Residential Capped) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
Daily bar history for this pair isn’t loaded yet — returns will appear once the nightly ingest covers both funds.
| IYR | REZ | |
|---|---|---|
| Name | iShares U.S. Real Estate ETF | iShares Residential and Multisector Real Estate ETF |
| Category | Real Estate | Real Estate |
| Style | Passive | Passive |
| Expense ratio | 0.39% | — |
| Assets (AUM) | $4.7B | $874.7M |
| Dividend yield | 2.21% | 1.99% |
| Avg volume (3-mo) | 5.6M | 36K |
| Inception | June 12, 2000 | May 1, 2007 |
| Benchmark proxy | S&P 500 | S&P 500 |
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.
| Shared holding | IYR | REZ | MIN |
|---|---|---|---|
| WELLWelltower Inc | 10.83% | 23.52% | 10.83% |
| PSAPublic Storage | 3.72% | 9.06% | 3.72% |
| VTRVentas Inc | 3.19% | 7.74% | 3.19% |
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.