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SECU vs REZ

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

SECU

iShares Securitized Income Active ETF

Annual cost

0.40%

Fund size

$592M

REZ

iShares Residential and Multisector Real Estate ETF

Annual cost

0.48%

Fund size

$843M

Key differences

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

Side-by-side comparison

SECUREZ
Annual cost (TER)0.40%0.48%
Fund size (AUM)$592M$843M
Since20052007
Dividend yield4.99%2.10%
Asset classalternativeequity
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1YN/A+15.6%
CAGR 3YN/A+12.1%
CAGR 5YN/A+5.8%
Sharpe 3YN/A0.54
Volatility 1Y14.19%
Max drawdown-1.76%-44.15%

Similar to SECU and REZ