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RTH vs REZ

VanEck Retail ETF vs iShares Residential and Multisector Real Estate ETF

RTH

VanEck Retail ETF

VanEck

Annual cost

0.35%

Fund size

$265M

REZ

iShares Residential and Multisector Real Estate ETF

iShares

Annual cost

0.48%

Fund size

$843M

Key differences

  • RTH costs 0.13% less per year.
  • REZ is significantly larger than RTH — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RTH has delivered higher annualized returns.

Side-by-side comparison

RTHREZ
Annual cost (TER)0.35%0.48%
Fund size (AUM)$265M$843M
Since20112007
Dividend yield0.90%2.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.4%+15.6%
CAGR 3Y+17.2%+12.1%
CAGR 5Y+10.1%+5.8%
Sharpe 3Y0.980.54
Volatility 1Y11.88%14.19%
Max drawdown-25.00%-44.15%

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

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