REZ vs. NUBD ETF Comparison
Comparison of iShares Residential Real Estate Capped ETF (REZ) to NuShares ESG U.S. Aggregate Bond ETF (NUBD)
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
$70.09
Average Daily Volume
45,023
37
NUBD
NuShares ESG U.S. Aggregate Bond ETF
NUBD Description
The investment seeks to track the investment results, before fees and expenses, of the Bloomberg Barclays MSCI US Aggregate ESG Select Index (the "index"). Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in component securities of the index. The index utilizes certain environmental, social, and governance ("ESG") criteria to select from the securities included in the Bloomberg Barclays US Aggregate Bond Index (the "base index"), which is designed to broadly capture the U.S. investment grade, taxable fixed income market.Grade (RS Rating)
Last Trade
$21.33
Average Daily Volume
67,674
1
Performance
| Period | REZ | NUBD |
|---|---|---|
| 30 Days | 1.15% | -2.02% |
| 60 Days | 1.72% | -1.42% |
| 90 Days | 0.85% | -2.03% |
| 12 Months | 3.13% | -1.91% |
0 Overlapping Holdings
| Symbol | Grade | Weight in REZ | Weight in NUBD | Overlap |
|---|
REZ Overweight 37 Positions Relative to NUBD
| 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 Underweight 1 Positions Relative to NUBD
| Symbol | Grade | Weight | |
|---|---|---|---|
| AGM | B | -1.49% |
REZ: Top Represented Industries & Keywords
NUBD: Top Represented Industries & Keywords
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