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LPRE vs REZ

Long Pond Real Estate Select ETF vs iShares Residential and Multisector Real Estate ETF

LPRE

Long Pond Real Estate Select ETF

Long Pond Capital, LP

Annual cost

1.00%

Fund size

$147M

REZ

iShares Residential and Multisector Real Estate ETF

iShares

Annual cost

0.48%

Fund size

$843M

Key differences

  • REZ costs 0.52% less per year.
  • REZ is significantly larger than LPRE — larger funds tend to be more liquid and less likely to close.
  • LPRE follows a active selection strategy; REZ uses index tracking.
  • REZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LPREREZ
Annual cost (TER)1.00%0.48%
Fund size (AUM)$147M$843M
Since20252007
Dividend yield1.19%2.10%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+20.8%+15.3%
CAGR 3YN/A+11.8%
CAGR 5YN/A+5.8%
Sharpe 3YN/A0.53
Volatility 1Y15.54%14.21%
Max drawdown-10.33%-44.15%

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

Similar to LPRE and REZ