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iShares Residential Rel Est Capped (REZ) Exchange-traded Fund (ETF)

The investment seeks to replicate, net of expense, the FTSE NAREIT All Residential Capped index. The fund invests at least 90% of assets in securities of the underlying index and in depositary receipts representing securities of the index. The underlying index measures the performance of the residential, healthcare and self-storage real estate sectors of the U.S. equity market. The fund is non-diversified.
REZ ETF Inception Date: May 1, 2007
REZ ETF Family: iShares
REZ ETF Category: Real Estate
REZ ETF Net Asset: $176.34M
REZ ETF Year-to-Date Performance 5.84%
REZ ETF 1 Year Performance 14.54%
REZ ETF 3 Year Performance 41.39%

 

Compare iShares Residential Rel Est Capped (REZ) within Real Estate category

Compare iShares Residential Rel Est Capped (REZ) with other Real Estate category EFTs

ETFYear to DateOne YearThree Year
iShares Dow Jones US Real Estate (IYR)10.60%8.96%40.19%
Wilshire US REIT ETF (WREI)4.94%6.07%0
PowerShares KBW Premium Yield E (KBWY)13.26%4.34%0
iShares FTSE NAREIT Industrial/ (FNIO)13.52%3.05%35.74%
iShares FTSE NAREIT Retail Cp Idx (RTL)13.74%18.58%50.02%
SPDR Dow Jones REIT (RWR)10.67%13.22%43.97%
Vanguard REIT Index ETF (VNQ)10.61%12.92%43.47%
iShares Cohen & Steers Realty Majors (ICF)10.00%12.77%45.18%
First Trust S&P REIT Idx (FRI)10.65%12.55%43.40%

 

Compare iShares Residential Rel Est Capped (REZ) ETF with top Real Estate Mutual Funds

Compare Mutual Funds with ETFs

FundYTD%1 Year3 YearMojo Score
Real Estate Category Average10.4311.8241.56
Cohen & Steers Real Estate Securities I10.5910.6044.000.82
Principal Real Estate Securities Inst10.4413.2239.900.74
Phocas Real Estate9.9410.5738.140.73
Stratton Real Estate10.8410.1136.180.73
Principal Real Estate Securities R410.3112.7939.390.73
Goldman Sachs Real Estate Securities IR10.4614.5640.960.73
Principal Real Estate Securities P10.4013.0339.320.73
Eaton Vance Real Estate I10.8313.5642.110.72
Fidelity Real Estate Investment Port11.7813.7847.640.72
Goldman Sachs Real Estate Securities Ins10.5114.8941.220.71
AMG Managers Real Estate Securities10.7013.1344.430.71
Principal Real Estate Securities J10.3412.7039.120.71

 

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