Screener
SECT vs REZ
Main Sector Rotation ETF vs iShares Residential and Multisector Real Estate ETF
Key differences
- REZ costs 0.21% less per year.
- SECT is significantly larger than REZ — larger funds tend to be more liquid and less likely to close.
- SECT follows a active selection strategy; REZ uses index tracking.
- Over the last 3 years, SECT has delivered higher annualized returns.
- REZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SECT | REZ | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.48% |
| Fund size (AUM) | $2.6B | $843M |
| Since | 2017 | 2007 |
| Dividend yield | 0.65% | 2.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.7% | +15.3% |
| CAGR 3Y | +20.4% | +11.8% |
| CAGR 5Y | +12.5% | +5.8% |
| Sharpe 3Y | 0.98 | 0.53 |
| Volatility 1Y | 13.14% | 14.21% |
| Max drawdown | -38.09% | -44.15% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SECT and REZ
Explore further