REZ vs. MORT ETF Comparison
Comparison of iShares Residential Real Estate Capped ETF (REZ) to Market Vectors Mortgage REIT Income ETF (MORT)
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
$70.47
Average Daily Volume
45,023
37
MORT
Market Vectors Mortgage REIT Income ETF
MORT Description
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Market Vectors® Global Mortgage REITs Index (the "Mortgage REITs Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Mortgage REITs Index is comprised of stocks of publicly traded U.S. mortgage REITs that derive at least 50% of their revenues (or, where applicable, have at least 50% of their assets) from mortgage-related activity. The fund is non-diversified.Grade (RS Rating)
Last Trade
$10.84
Average Daily Volume
287,955
17
Performance
| Period | REZ | MORT |
|---|---|---|
| 30 Days | 1.15% | -3.17% |
| 60 Days | 1.72% | 0.69% |
| 90 Days | 0.85% | -4.42% |
| 12 Months | 3.13% | 11.16% |
0 Overlapping Holdings
| Symbol | Grade | Weight in REZ | Weight in MORT | Overlap |
|---|
REZ Overweight 37 Positions Relative to MORT
| Symbol | Grade | Weight | |
|---|---|---|---|
| WELL | A | 13.08% | |
| PSA | D | 10.98% | |
| EXR | D | 7.59% | |
| AVB | A | 6.78% | |
| EQR | A | 5.95% | |
| ESS | A | 4.49% | |
| INVH | B | 4.44% | |
| VTR | C | 4.4% | |
| MAA | C | 4.34% | |
| SUI | D | 4.14% | |
| DOC | A | 3.8% | |
| AMH | C | 3.49% | |
| UDR | A | 3.49% | |
| ELS | F | 3.28% | |
| CPT | A | 2.98% | |
| CUBE | D | 2.85% | |
| OHI | C | 2.22% | |
| AIRC | A | 1.7% | |
| HR | B | 1.57% | |
| IRT | B | 1.06% | |
| SBRA | C | 0.94% | |
| CTRE | A | 0.84% | |
| MPW | B | 0.83% | |
| NSA | D | 0.81% | |
| NHI | A | 0.74% | |
| ELME | A | 0.38% | |
| LTC | A | 0.38% | |
| AIV | A | 0.34% | |
| VRE | C | 0.33% | |
| UMH | B | 0.28% | |
| CSR | A | 0.28% | |
| NXRT | A | 0.21% | |
| CHCT | D | 0.2% | |
| DHC | F | 0.17% | |
| GMRE | F | 0.15% | |
| UHT | D | 0.13% | |
| BRT | A | 0.06% |
REZ: Top Represented Industries & Keywords
MORT: Top Represented Industries & Keywords
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