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REZ vs SECU

iShares Residential and Multisector Real Estate ETF vs iShares Securitized Income Active ETF

REZ

iShares Residential and Multisector Real Estate ETF

iShares

Annual cost

0.48%

Fund size

$843M

SECU

iShares Securitized Income Active ETF

iShares

Annual cost

0.40%

Fund size

$592M

Key differences

  • SECU costs 0.08% less per year.
  • REZ is classified as equity, while SECU is alternative — different risk/return profiles.
  • REZ follows a index tracking strategy; SECU uses multi strategy.

Side-by-side comparison

REZSECU
Annual cost (TER)0.48%0.40%
Fund size (AUM)$843M$592M
Since20072005
Dividend yield2.10%4.99%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingmulti strategy
CAGR 1Y+15.6%N/A
CAGR 3Y+12.1%N/A
CAGR 5Y+5.8%N/A
Sharpe 3Y0.54N/A
Volatility 1Y14.19%
Max drawdown-44.15%-1.76%

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

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