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REZ vs SRS

iShares Residential and Multisector Real Estate ETF vs ProShares UltraShort Real Estate

REZ

iShares Residential and Multisector Real Estate ETF

Annual cost

0.48%

Fund size

$844M

SRS

ProShares UltraShort Real Estate

Annual cost

0.95%

Fund size

$17M

Key differences

Both REZ and SRS are equity ETFs. REZ charges 0.48% a year and SRS 0.95%. The main difference: REZ follows a index tracking strategy; SRS uses inverse.

  • REZ follows a index tracking strategy; SRS uses inverse.
  • REZ costs 0.47% less per year.
  • REZ is much larger than SRS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, REZ has delivered higher annualized returns.

Side-by-side comparison

REZSRS
Annual cost (TER)0.48%0.95%
Fund size (AUM)$844M$17M
Since20072007
Dividend yield2.12%3.74%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackinginverse
CAGR 1Y+10.8%-11.2%
CAGR 3Y+11.3%-14.6%
CAGR 5Y+4.3%-6.7%
Sharpe 3Y0.50-0.40
Volatility 1Y14.48%27.57%
Max drawdown-44.15%-85.82%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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