REZ vs. REIT ETF Comparison
Comparison of iShares Residential Real Estate Capped ETF (REZ) to ALPS Active REIT ETF (REIT)
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
$87.52
Average Daily Volume
170,551
39
REIT
ALPS Active REIT ETF
REIT Description
The investment seeks total return through dividends and capital appreciation. The fund will, under normal circumstances, seek to achieve its investment objective by investing at least 80% of its net assets in publicly traded equity securities of REITs. It will primarily invest in publicly traded common equity securities of U.S. REITs. The fund may also invest a portion of its assets in publicly traded common equity of U.S. real estate operating companies (not structured as REITs), publicly traded preferred equity of U.S. REITs and real estate operating companies, and cash and cash equivalents. It is non-diversified.Grade (RS Rating)
Last Trade
$28.90
Average Daily Volume
11,453
28
Performance
| Period | REZ | REIT |
|---|---|---|
| 30 Days | 1.19% | 0.49% |
| 60 Days | -1.37% | -0.45% |
| 90 Days | 2.39% | 1.80% |
| 12 Months | 34.89% | 25.34% |
10 Overlapping Holdings
REZ Overweight 29 Positions Relative to REIT
| Symbol | Grade | Weight | |
|---|---|---|---|
| VTR | B | 4.63% | |
| ESS | B | 4.24% | |
| ARE | F | 4.14% | |
| MAA | B | 4.1% | |
| SUI | C | 3.38% | |
| AMH | C | 2.78% | |
| CPT | B | 2.76% | |
| CUBE | C | 2.36% | |
| OHI | C | 2.23% | |
| HR | B | 1.47% | |
| CTRE | C | 1.05% | |
| IRT | A | 1.02% | |
| NHI | D | 0.74% | |
| NSA | C | 0.64% | |
| MPW | F | 0.57% | |
| AHR | A | 0.47% | |
| LTC | B | 0.37% | |
| ELME | D | 0.33% | |
| SILA | C | 0.31% | |
| VRE | B | 0.31% | |
| AIV | C | 0.27% | |
| UMH | B | 0.27% | |
| CSR | B | 0.25% | |
| NXRT | B | 0.23% | |
| GMRE | F | 0.12% | |
| UHT | D | 0.12% | |
| DHC | F | 0.12% | |
| CHCT | C | 0.11% | |
| BRT | A | 0.05% |
REZ: Top Represented Industries & Keywords
REIT: Top Represented Industries & Keywords
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