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REM vs REZ

iShares Mortgage Real Estate Capped ETF vs iShares Residential and Multisector Real Estate ETF

REM

iShares Mortgage Real Estate Capped ETF

iShares

Annual cost

0.48%

Fund size

$580M

REZ

iShares Residential and Multisector Real Estate ETF

iShares

Annual cost

0.48%

Fund size

$843M

Key differences

  • Over the last 3 years, REZ has delivered higher annualized returns.

Side-by-side comparison

REMREZ
Annual cost (TER)0.48%0.48%
Fund size (AUM)$580M$843M
Since20072007
Dividend yield8.60%2.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.5%+15.3%
CAGR 3Y+10.2%+11.8%
CAGR 5Y-1.7%+5.8%
Sharpe 3Y0.400.53
Volatility 1Y16.86%14.21%
Max drawdown-68.52%-44.15%

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

Similar to REM and REZ