REZiShares Residential and Multisector Real Estate ETF

Grow my money#628 of 2944 for Grow my money

Seeks to track the investment results of an index composed of U.S. residential, healthcare and self-storage real estate equities.

iShares · Since 2007 (19 years)

Annual Cost

0.48%

#2165 out of 5,332 ETFs

Fund Size

$786M

#1149 out of 5,332 ETFs

Dividend Yield

2.28%

Track Record

19 years

#487 out of 5,332 ETFs

Performance

1 Year

+10.4%

3 Years

+11.6%

5 Years

+5.2%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Cap

large

Sector

real estate

Focus

Real Assets

Asset allocation

Stocks

99.4%

Cash

0.6%

Sector breakdown

Real Estate

100.0%

Top holdings

Welltower IncWELL23.2%

Public StoragePSA8.6%

Ventas IncVTR7.7%

Extra Space Storage IncEXR5.5%

Equity ResidentialEQR4.5%

AvalonBay Communities IncAVB4.4%

Sun Communities IncSUI3.6%

Essex Property Trust IncESS3.6%

Invitation Homes IncINVH3.6%

Mid-America Apartment Communities IncMAA3.3%

Risk profile

Volatility (1Y)

14.6%

Moderate

Max drawdown

-44.2%

Worst peak-to-trough loss

Sharpe (3Y)

0.52

Decent risk-adjusted returns

Sortino (3Y)

0.75

Moderate downside risk

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