iShares Residential Real Estate ETF (REZ) belongs to the REIT category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with REZ. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to REZ
REZ charges 0.48% annually. There are 26 ETFs in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Schwab US REIT ETF | 0.07% | 9.98B | Jan 2011 | REZ vs SCHH | |
| Fidelity MSCI Real Estate Index ETF | 0.08% | 1.44B | Feb 2015 | REZ vs FREL | |
| iShares Core U.S. REIT ETF | 0.08% | 3.82B | May 2007 | REZ vs USRT | |
| Xtrackers International Real Estate ETF | 0.10% | 1.05B | Oct 2013 | REZ vs HAUZ | |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.11% | 1.23B | Jun 2018 | REZ vs BBRE |
Best Risk-Adjusted Alternatives to REZ
REZ has a PortfoliosLab risk / return rank of 20. There are 39 ETFs in the REIT category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Global X Data Center & Digital Infrastructure ETF | 92 | 2.14B | Oct 2020 | REZ vs DTCR | |
| Virtus Real Asset Income ETF | 76 | 18.15M | Feb 2019 | REZ vs VRAI | |
| WisdomTree New Economy Real Estate ETF | 62 | 16.26M | Jun 2007 | REZ vs WTRE | |
| ALPS REIT Dividend Dogs ETF | 39 | 11.18M | May 2008 | REZ vs RDOG | |
| Invesco KBW Premium Yield Equity REIT ETF | 39 | 290.02M | Dec 2010 | REZ vs KBWY |
Top Performing REZ Alternatives (YTD)
REZ is at 6.86% YTD. There are 40 ETFs in the REIT category with higher YTD returns, going as high as 52.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Global X Data Center & Digital Infrastructure ETF | 52.56% | 2.14B | Oct 2020 | REZ vs DTCR | |
| WisdomTree New Economy Real Estate ETF | 23.34% | 16.26M | Jun 2007 | REZ vs WTRE | |
| Virtus Real Asset Income ETF | 21.11% | 18.15M | Feb 2019 | REZ vs VRAI | |
| Pacer Benchmark Data & Infrastructure Real Estate ... | 19.79% | 407.42M | May 2018 | REZ vs SRVR | |
| Direxion Daily Real Estate Bull 3x Shares | 19.48% | 46.11M | Jul 2009 | REZ vs DRN |
Lowest Volatility Alternatives to REZ
REZ has 14.32% 1-year volatility. There are 44 ETFs in the REIT category with lower 1-year volatility, going as low as 7.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| InfraCap REIT Preferred ETF | 7.91% | 116.70M | Feb 2017 | REZ vs PFFR | |
| IQ CBRE Real Assets ETF | 10.53% | 6.52M | May 2023 | REZ vs IQRA | |
| Cambria Global Real Estate ETF | 11.07% | 36.29M | Sep 2020 | REZ vs BLDG | |
| Global X SuperDividend REIT ETF | 11.36% | 230.44M | Mar 2015 | REZ vs SRET | |
| FlexShares Global Quality Real Estate Index Fund | 11.64% | 400.18M | Nov 2013 | REZ vs GQRE |
Lowest Drawdown Alternatives to REZ
REZ has a 1-year max drawdown of -8.76%. There are 25 ETFs in the REIT category with shallower 1-year drawdowns, going as shallow as -4.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Real Asset Income ETF | -4.82% | 18.15M | Feb 2019 | REZ vs VRAI | |
| InfraCap REIT Preferred ETF | -6.57% | 116.70M | Feb 2017 | REZ vs PFFR | |
| ALPS Active REIT ETF | -7.35% | 52.39M | Feb 2021 | REZ vs REIT | |
| First Trust S&P REIT Index Fund | -7.57% | 175.93M | May 2007 | REZ vs FRI | |
| Fidelity Real Estate Investment ETF | -7.67% | 14.89M | Feb 2021 | REZ vs FPRO |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, IVV and span 14 categories. AUM among these funds goes as high as $855B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 1.51% | 91.90B | May 2020 | REZ vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 2 | -25.48% | 58.12B | Jan 2024 | REZ vs IBIT | |
| iShares Core S&P 500 ETF | S&P 500 | 70 | 10.85% | 854.92B | May 2000 | REZ vs IVV | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 16 | -0.27% | 42.90B | Jul 2002 | REZ vs TLT | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 97 | 104.57% | 38.37B | Jul 2001 | REZ vs SOXX | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 71 | 8.76% | 40.46B | Jun 2014 | REZ vs DGRO | |
| iShares Silver Trust | Silver, Precious Metals | 47 | 2.78% | 36.82B | Apr 2006 | REZ vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 32 | 2.98% | 69.92B | Jan 2005 | REZ vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 62 | 17.07% | 80.93B | May 2000 | REZ vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 66 | 12.13% | 32.93B | Mar 2008 | REZ vs ACWI |
Often Compared With REZ
Investors most often compare REZ with VNQ, IYR, HAUS. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare REZ with Any Fund or Stock
Compare REZ with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair REZ with funds that move differently
iShares Residential Real Estate ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to REZ.
Explore REZ Diversifiers