Skip to content
Beacon
Screener

IYY vs REZ

iShares Dow Jones U.S. ETF vs iShares Residential and Multisector Real Estate ETF

IYY

iShares Dow Jones U.S. ETF

iShares

Annual cost

0.20%

Fund size

$2.9B

REZ

iShares Residential and Multisector Real Estate ETF

iShares

Annual cost

0.48%

Fund size

$843M

Key differences

  • IYY costs 0.28% less per year.
  • IYY is significantly larger than REZ — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IYY has delivered higher annualized returns.
  • IYY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYYREZ
Annual cost (TER)0.20%0.48%
Fund size (AUM)$2.9B$843M
Since20002007
Dividend yield0.91%2.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.4%+15.6%
CAGR 3Y+22.8%+12.1%
CAGR 5Y+13.4%+5.8%
Sharpe 3Y1.210.54
Volatility 1Y12.15%14.19%
Max drawdown-34.90%-44.15%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IYY and REZ