REZ vs. HSMV ETF Comparison
Comparison of iShares Residential Real Estate Capped ETF (REZ) to First Trust Horizon Managed Volatility Small/Mid ETF (HSMV)
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
Number of Holdings
*
37
* may have additional holdings in another (foreign) market
HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
HSMV Description
The investment seeks to provide investors with capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in small- and/or mid-capitalization common stocks listed and traded on U.S. national securities exchanges that Sub-Advisor believes exhibit low future expected volatility. It is non-diversified.Grade (RS Rating)
Last Trade
$33.91
Average Daily Volume
1,259
Number of Holdings
*
196
* may have additional holdings in another (foreign) market
Performance
| Period | REZ | HSMV |
|---|---|---|
| 30 Days | 0.75% | 1.22% |
| 60 Days | 2.63% | 2.45% |
| 90 Days | 7.51% | 5.90% |
| 12 Months | 4.01% | 13.61% |
REZ Overweight 29 Positions Relative to HSMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| WELL | A | 13.52% | |
| PSA | C | 10.5% | |
| EXR | C | 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% | |
| CPT | B | 2.99% | |
| AIRC | A | 1.62% | |
| HR | B | 1.59% | |
| MPW | D | 0.82% | |
| NHI | A | 0.77% | |
| LTC | A | 0.39% | |
| ELME | B | 0.38% | |
| VRE | C | 0.34% | |
| AIV | B | 0.33% | |
| CSR | A | 0.3% | |
| UMH | B | 0.28% | |
| NXRT | B | 0.22% | |
| CHCT | F | 0.19% | |
| DHC | F | 0.16% | |
| GMRE | D | 0.14% | |
| UHT | C | 0.13% | |
| BRT | C | 0.06% |
REZ Underweight 188 Positions Relative to HSMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| LXP | D | -0.66% | |
| CPK | B | -0.65% | |
| EXP | A | -0.63% | |
| NBIX | C | -0.63% | |
| SWX | A | -0.62% | |
| MTN | F | -0.61% | |
| LANC | D | -0.59% | |
| IDCC | B | -0.59% | |
| WU | D | -0.58% | |
| CSL | A | -0.58% | |
| PLXS | B | -0.58% | |
| LFUS | B | -0.58% | |
| MAT | D | -0.57% | |
| BJ | B | -0.57% | |
| EME | A | -0.57% | |
| FAF | D | -0.57% | |
| EVR | C | -0.57% | |
| AGCO | D | -0.56% | |
| TNC | D | -0.56% | |
| UTHR | A | -0.55% | |
| CWT | B | -0.54% | |
| BCPC | C | -0.54% | |
| CLH | A | -0.54% | |
| CVLT | A | -0.54% | |
| TTEK | A | -0.54% | |
| MIDD | F | -0.54% | |
| ORI | A | -0.53% | |
| WERN | F | -0.53% | |
| WTRG | B | -0.53% | |
| AWR | B | -0.53% | |
| COLM | B | -0.53% | |
| NMIH | A | -0.53% | |
| AIN | D | -0.53% | |
| KBR | B | -0.52% | |
| JHG | A | -0.52% | |
| NWE | B | -0.52% | |
| RDN | C | -0.52% | |
| FHI | D | -0.52% | |
| SF | A | -0.52% | |
| ASH | A | -0.52% | |
| INGR | A | -0.52% | |
| FR | D | -0.52% | |
| STAG | D | -0.52% | |
| PRI | D | -0.52% | |
| AMG | D | -0.52% | |
| MMS | C | -0.52% | |
| PCH | D | -0.52% | |
| CACI | A | -0.52% | |
| FCPT | B | -0.52% | |
| WTS | B | -0.52% | |
| EPC | B | -0.52% | |
| LOPE | B | -0.52% | |
| VOYA | B | -0.52% | |
| GLPI | D | -0.52% | |
| PECO | D | -0.52% | |
| OGE | A | -0.52% | |
| HRB | B | -0.52% | |
| NYT | B | -0.52% | |
| EPRT | A | -0.52% | |
| ALE | B | -0.52% | |
| NFG | A | -0.52% | |
| OGS | D | -0.52% | |
| EPR | C | -0.52% | |
| CW | A | -0.52% | |
| BKH | B | -0.52% | |
| BRX | B | -0.52% | |
| NNN | A | -0.52% | |
| PNM | C | -0.52% | |
| AVA | B | -0.52% | |
| NJR | B | -0.52% | |
| RS | D | -0.51% | |
| NVT | A | -0.51% | |
| HXL | C | -0.51% | |
| CHE | D | -0.51% | |
| CRI | F | -0.51% | |
| SAIC | B | -0.51% | |
| MTG | B | -0.51% | |
| VVV | D | -0.51% | |
| LECO | D | -0.51% | |
| PFGC | D | -0.51% | |
| WEN | C | -0.51% | |
| EXEL | F | -0.51% | |
| ATR | A | -0.51% | |
| WH | F | -0.51% | |
| EHC | A | -0.51% | |
| LSTR | D | -0.51% | |
| INVA | C | -0.51% | |
| KEX | A | -0.51% | |
| COOP | A | -0.51% | |
| AFG | C | -0.51% | |
| MAN | B | -0.51% | |
| JJSF | B | -0.51% | |
| PBH | D | -0.51% | |
| GATX | C | -0.51% | |
| PRGS | F | -0.51% | |
| IOSP | C | -0.51% | |
| DLB | C | -0.51% | |
| SR | B | -0.51% | |
| EGP | D | -0.51% | |
| WPC | C | -0.51% | |
| THG | A | -0.51% | |
| POR | B | -0.51% | |
| SEIC | C | -0.51% | |
| ADC | B | -0.51% | |
| ALV | A | -0.51% | |
| ACM | D | -0.51% | |
| DCI | A | -0.51% | |
| RPM | D | -0.51% | |
| G | D | -0.51% | |
| JEF | B | -0.51% | |
| FLS | A | -0.51% | |
| KFY | C | -0.51% | |
| FNF | B | -0.51% | |
| RLI | B | -0.51% | |
| IDA | B | -0.51% | |
| CHH | F | -0.51% | |
| FLO | B | -0.51% | |
| ACHC | D | -0.51% | |
| ESNT | C | -0.51% | |
| CNO | A | -0.51% | |
| EFC | B | -0.51% | |
| RGA | A | -0.51% | |
| MDU | A | -0.51% | |
| NSIT | A | -0.5% | |
| OSK | C | -0.5% | |
| FSS | A | -0.5% | |
| VNT | D | -0.5% | |
| MSM | D | -0.5% | |
| RYN | F | -0.5% | |
| GNTX | D | -0.5% | |
| SNX | A | -0.5% | |
| GMED | B | -0.5% | |
| CASY | A | -0.5% | |
| POST | B | -0.5% | |
| MSA | C | -0.5% | |
| AM | A | -0.5% | |
| GGG | D | -0.5% | |
| BWXT | D | -0.5% | |
| DTM | A | -0.5% | |
| AGO | D | -0.5% | |
| VRRM | A | -0.5% | |
| ENSG | D | -0.5% | |
| TXRH | B | -0.5% | |
| USFD | B | -0.5% | |
| MCRI | D | -0.5% | |
| CBSH | A | -0.49% | |
| ARW | C | -0.49% | |
| REXR | D | -0.49% | |
| SLGN | B | -0.49% | |
| FELE | C | -0.49% | |
| SCI | D | -0.49% | |
| UNF | D | -0.49% | |
| GPK | C | -0.49% | |
| AVT | A | -0.49% | |
| MSGS | B | -0.49% | |
| SON | B | -0.49% | |
| ITT | A | -0.48% | |
| ROIC | D | -0.48% | |
| FNB | A | -0.48% | |
| SFM | A | -0.48% | |
| SIGI | F | -0.48% | |
| LII | C | -0.47% | |
| LAMR | A | -0.47% | |
| KNX | D | -0.47% | |
| MUSA | C | -0.47% | |
| EVTC | D | -0.46% | |
| MOG.A | A | -0.46% | |
| CHDN | B | -0.46% | |
| RNR | D | -0.46% | |
| ENOV | F | -0.45% | |
| R | A | -0.45% | |
| JAZZ | F | -0.43% | |
| ENR | C | -0.42% | |
| GO | F | -0.41% | |
| RGLD | B | -0.4% | |
| PB | B | -0.38% | |
| AIR | B | -0.38% | |
| ORA | B | -0.32% | |
| EXPO | B | -0.31% | |
| BLKB | C | -0.31% | |
| FCN | B | -0.31% | |
| ABM | B | -0.31% | |
| ONB | A | -0.31% | |
| CCOI | F | -0.3% | |
| PDCO | D | -0.3% | |
| CRUS | A | -0.29% | |
| PZZA | F | -0.29% | |
| LEG | F | -0.23% |
REZ: Top Represented Industries & Keywords
Industries:
REIT - Residential
REIT - Healthcare Facilities
REIT - Industrial
REIT - Office
Keywords:
Real Estate Investment Trust
S&P 500
Real Estate Market
Healthcare Facilities
Assisted Living
Inland Residential Properties Trust
Mobile Home
Self Storage
Acute Care Hospitals
Condominium
Extra Space Storage
Healthcare Properties
Healthcare Providers
Healthcare Real Estate
Mortgage Financing
Property Management
Public Storage
Real Estate Investing
Real Estate Investment
Real Estate Properties
HSMV: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Asset Management
Business Services
REIT - Diversified
REIT - Industrial
REIT - Retail
Biotechnology
Insurance - Property & Casualty
Insurance - Specialty
Packaged Foods
Utilities - Regulated Electric
Utilities - Regulated Gas
Aerospace & Defense
Banks - Regional - US
Engineering & Construction
Packaging & Containers
Apparel Manufacturing
Grocery Stores
Information Technology Services
Medical Care
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