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REZ vs URE

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

REZ

iShares Residential and Multisector Real Estate ETF

Annual cost

0.48%

Fund size

$844M

URE

ProShares Ultra Real Estate

Annual cost

0.95%

Fund size

$56M

Key differences

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

  • REZ follows a index tracking strategy; URE uses leveraged.
  • REZ costs 0.47% less per year.
  • REZ is much larger than URE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

REZURE
Annual cost (TER)0.48%0.95%
Fund size (AUM)$844M$56M
Since20072007
Dividend yield2.12%2.01%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingleveraged
CAGR 1Y+10.8%+10.2%
CAGR 3Y+11.3%+11.3%
CAGR 5Y+4.3%-3.3%
Sharpe 3Y0.500.38
Volatility 1Y14.48%27.22%
Max drawdown-44.15%-70.49%

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

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