Screener
REAI vs REZ
Intelligent Real Estate ETF vs iShares Residential and Multisector Real Estate ETF
Key differences
Both REAI and REZ are equity ETFs. REAI charges 0.59% a year and REZ 0.48%. The main difference: REAI follows a active selection strategy; REZ uses index tracking.
- REAI follows a active selection strategy; REZ uses index tracking.
- REZ costs 0.11% less per year.
- REZ is much larger than REAI. Larger funds are usually more liquid and less likely to close.
- REZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| REAI | REZ | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.48% |
| Fund size (AUM) | $1M | $844M |
| Since | 2023 | 2007 |
| Dividend yield | 3.21% | 2.12% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +12.8% | +14.6% |
| CAGR 3Y | N/A | +10.8% |
| CAGR 5Y | N/A | +4.8% |
| Sharpe 3Y | N/A | 0.48 |
| Volatility 1Y | 15.47% | 14.72% |
| Max drawdown | -22.28% | -44.15% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.