REZ vs. KBWP ETF Comparison
Comparison of iShares Residential Real Estate Capped ETF (REZ) to PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP)
REZ
iShares Residential Real Estate Capped ETF
REZ Description
The investment seeks to track the investment results of an index composed of U.S. residential, healthcare and self-storage real estate equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the residential, healthcare and self-storage real estate sectors of the U.S. equity market. Components primarily include real estate investment trusts ("REITs"). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$73.68
Average Daily Volume
36,681
37
KBWP
PowerShares KBW Property & Casualty Insurance Portfolio ETF
KBWP Description
The PowerShares KBW Property & Casualty Insurance Portfolio (Fund) is based on the KBW Property & Casualty Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is a modified market capitalization weighted index that seeks to reflect the performance of approximately 24 property and casualty insurance companies. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$106.58
Average Daily Volume
21,992
24
Performance
| Period | REZ | KBWP |
|---|---|---|
| 30 Days | 0.75% | 2.70% |
| 60 Days | 2.63% | 4.37% |
| 90 Days | 7.51% | 8.27% |
| 12 Months | 4.01% | 28.66% |
0 Overlapping Holdings
| Symbol | Grade | Weight in REZ | Weight in KBWP | Overlap |
|---|
REZ Overweight 37 Positions Relative to KBWP
| Symbol | Grade | Weight | |
|---|---|---|---|
| WELL | A | 13.52% | |
| PSA | D | 10.5% | |
| EXR | D | 7.42% | |
| AVB | A | 6.93% | |
| EQR | A | 6.21% | |
| VTR | B | 4.63% | |
| ESS | A | 4.58% | |
| INVH | B | 4.41% | |
| MAA | B | 4.39% | |
| SUI | D | 3.88% | |
| DOC | A | 3.88% | |
| UDR | B | 3.54% | |
| AMH | B | 3.48% | |
| ELS | D | 3.22% | |
| CPT | B | 2.99% | |
| CUBE | D | 2.66% | |
| OHI | B | 2.19% | |
| AIRC | A | 1.62% | |
| HR | B | 1.59% | |
| IRT | B | 1.03% | |
| SBRA | A | 0.94% | |
| CTRE | B | 0.86% | |
| MPW | D | 0.82% | |
| NHI | A | 0.77% | |
| NSA | D | 0.77% | |
| LTC | A | 0.39% | |
| ELME | B | 0.38% | |
| VRE | C | 0.34% | |
| AIV | B | 0.33% | |
| CSR | B | 0.3% | |
| UMH | C | 0.28% | |
| NXRT | B | 0.22% | |
| CHCT | F | 0.19% | |
| DHC | F | 0.16% | |
| GMRE | D | 0.14% | |
| UHT | C | 0.13% | |
| BRT | B | 0.06% |
REZ Underweight 24 Positions Relative to KBWP
| Symbol | Grade | Weight | |
|---|---|---|---|
| PGR | A | -8.66% | |
| AIG | A | -8.41% | |
| ALL | B | -8.33% | |
| CB | C | -7.81% | |
| TRV | D | -7.62% | |
| ACGL | A | -4.26% | |
| AXS | A | -4.09% | |
| CINF | D | -4.0% | |
| HIG | C | -3.99% | |
| EG | C | -3.96% | |
| AFG | C | -3.93% | |
| THG | A | -3.9% | |
| RLI | A | -3.84% | |
| KMPR | B | -3.83% | |
| RNR | C | -3.81% | |
| AIZ | D | -3.78% | |
| WRB | D | -3.71% | |
| SIGI | F | -3.6% | |
| MCY | A | -3.13% | |
| SPNT | C | -2.06% | |
| HMN | A | -1.58% | |
| PRA | C | -0.72% | |
| UVE | B | -0.58% | |
| JRVR | D | -0.34% |
REZ: Top Represented Industries & Keywords
KBWP: Top Represented Industries & Keywords
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