REZ vs. KBWY ETF Comparison
Comparison of iShares Residential Real Estate Capped ETF (REZ) to PowerShares KBW Premium Yield Equity REIT Portfolio ETF (KBWY)
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
$68.94
Average Daily Volume
44,979
37
KBWY
PowerShares KBW Premium Yield Equity REIT Portfolio ETF
KBWY Description
The PowerShares KBW Premium Yield Equity REIT Portfolio (Fund) is based on the KBW Premium Yield Equity REIT Index (Index). The Fund will normally invest at least 90% of its total assets in the securities that comprise the Index. The Index is calculated using a dividend yield weighted methodology that seeks to reflect the performance of approximately 24 to 40 small- and mid-cap equity REITs in the United States. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$17.10
Average Daily Volume
89,846
29
Performance
| Period | REZ | KBWY |
|---|---|---|
| 30 Days | -2.30% | -3.12% |
| 60 Days | -0.52% | -2.81% |
| 90 Days | -2.97% | -6.22% |
| 12 Months | 0.29% | 7.07% |
REZ Overweight 30 Positions Relative to KBWY
| Symbol | Grade | Weight | |
|---|---|---|---|
| WELL | B | 13.08% | |
| PSA | D | 10.98% | |
| EXR | D | 7.59% | |
| AVB | A | 6.78% | |
| EQR | A | 5.95% | |
| ESS | B | 4.49% | |
| INVH | B | 4.44% | |
| VTR | B | 4.4% | |
| MAA | D | 4.34% | |
| SUI | D | 4.14% | |
| DOC | A | 3.8% | |
| AMH | C | 3.49% | |
| UDR | A | 3.49% | |
| ELS | D | 3.28% | |
| CPT | B | 2.98% | |
| CUBE | C | 2.85% | |
| HR | B | 1.57% | |
| IRT | A | 1.06% | |
| CTRE | A | 0.84% | |
| MPW | B | 0.83% | |
| NHI | A | 0.74% | |
| ELME | A | 0.38% | |
| AIV | A | 0.34% | |
| VRE | D | 0.33% | |
| UMH | B | 0.28% | |
| CSR | A | 0.28% | |
| CHCT | D | 0.2% | |
| DHC | F | 0.17% | |
| UHT | F | 0.13% | |
| BRT | A | 0.06% |
REZ Underweight 22 Positions Relative to KBWY
| Symbol | Grade | Weight | |
|---|---|---|---|
| GNL | F | -7.53% | |
| SVC | F | -4.83% | |
| GOOD | A | -4.46% | |
| UNIT | D | -4.25% | |
| OUT | B | -3.97% | |
| DEA | B | -3.71% | |
| PDM | A | -3.66% | |
| HIW | B | -3.59% | |
| EPR | D | -3.55% | |
| AHH | B | -3.55% | |
| BNL | D | -3.23% | |
| IIPR | B | -3.2% | |
| GTY | B | -2.94% | |
| SLG | A | -2.88% | |
| GLPI | F | -2.71% | |
| LXP | D | -2.69% | |
| AAT | B | -2.59% | |
| WPC | B | -2.57% | |
| APLE | D | -2.52% | |
| FCPT | D | -2.37% | |
| KIM | D | -1.88% | |
| OPI | F | -0.52% |
REZ: Top Represented Industries & Keywords
KBWY: Top Represented Industries & Keywords
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