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REZ vs REET

iShares Residential and Multisector Real Estate ETF vs iShares Global REIT ETF

REZ

iShares Residential and Multisector Real Estate ETF

iShares

Annual cost

0.48%

Fund size

$843M

REET

iShares Global REIT ETF

iShares

Annual cost

0.14%

Fund size

$4.8B

Key differences

  • REET costs 0.34% less per year.
  • REET is significantly larger than REZ — larger funds tend to be more liquid and less likely to close.
  • REZ covers north america markets; REET covers global.
  • Over the last 3 years, REZ has delivered higher annualized returns.
  • REZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

REZREET
Annual cost (TER)0.48%0.14%
Fund size (AUM)$843M$4.8B
Since20072014
Dividend yield2.10%3.36%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+15.3%+17.6%
CAGR 3Y+11.8%+10.3%
CAGR 5Y+5.8%+3.6%
Sharpe 3Y0.530.48
Volatility 1Y14.21%12.04%
Max drawdown-44.15%-44.59%

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

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