REZ vs. AIFD
REZ (iShares Residential and Multisector Real Estate ETF) and AIFD (TCW Artificial Intelligence ETF) are both exchange-traded funds - REZ is a REIT fund tracking the FTSE NAREIT All Residential Capped Index, while AIFD is a Artificial Intelligence fund actively managed by TCW. REZ is passively managed, while AIFD is actively managed. Over the past year, REZ returned 20.55% vs 55.82% for AIFD. Their -0.05 correlation means they have often moved in opposite directions in the past. REZ charges 0.48%/yr vs 0.75%/yr for AIFD.
Performance
REZ vs. AIFD - Performance Comparison
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Returns By Period
In the year-to-date period, REZ achieves a 16.94% return, which is significantly lower than AIFD's 30.44% return.
REZ
- 1D
- 0.01%
- 1M
- -1.36%
- 6M
- 15.00%
- YTD
- 16.94%
- 1Y
- 20.55%
- 3Y*
- 12.14%
- 5Y*
- 3.89%
- 10Y*
- 6.74%
- ALL TIME*
- 7.32%
AIFD
- 1D
- 1.48%
- 1M
- -5.02%
- 6M
- 27.69%
- YTD
- 30.44%
- 1Y
- 55.82%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 34.17%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $710.64K | $728.72K | $1.19M | |
| $3.79M | $3.86M | $3.20M |
REZ vs. AIFD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
REZ iShares Residential and Multisector Real Estate ETF | 16.94% | 4.80% | 14.55% |
AIFD TCW Artificial Intelligence ETF | 30.44% | 28.30% | 15.22% |
Correlation
The correlation between REZ and AIFD is -0.17, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.17 |
Correlation (All Time) Calculated using the full available price history since May 6, 2024 | -0.05 |
The correlation between REZ and AIFD shifts across timeframes, from -0.17 (1 year) to -0.05 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
REZ vs. AIFD — Risk / Return Rank
REZ
AIFD
REZ vs. AIFD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Residential and Multisector Real Estate ETF (REZ) and TCW Artificial Intelligence ETF (AIFD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| REZ | AIFD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.33 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.28 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.43 | 2.60 | -0.17 |
| Martin ratioReturn relative to average drawdown | 7.59 | 10.64 | -3.05 |
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Drawdowns
REZ vs. AIFD - Drawdown Comparison
The maximum REZ drawdown since its inception was -66.87%, which is greater than AIFD's maximum drawdown of -33.20%. Use the drawdown chart below to compare losses from any high point for REZ and AIFD.
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Drawdown Indicators
| REZ | AIFD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.87% | -33.20% | -33.67% |
Max Drawdown (1Y)Largest decline over 1 year | -8.76% | -20.22% | +11.46% |
Max Drawdown (3Y)Largest decline over 3 years | -15.40% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -35.05% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.15% | — | — |
Current DrawdownCurrent decline from peak | -3.23% | -14.44% | +11.21% |
Average DrawdownAverage peak-to-trough decline | -12.59% | -5.98% | -6.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 4.93% | -2.13% |
Volatility
REZ vs. AIFD - Volatility Comparison
The current volatility for iShares Residential and Multisector Real Estate ETF (REZ) is 5.95%, while TCW Artificial Intelligence ETF (AIFD) has a volatility of 11.69%. This indicates that REZ experiences smaller price fluctuations and is considered to be less risky than AIFD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| REZ | AIFD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 11.69% | -5.74% |
Volatility (6M)Calculated over the trailing 6-month period | 12.35% | 25.06% | -12.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.55% | 30.35% | -14.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.06% | 30.57% | -11.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.62% | 30.57% | -8.95% |
REZ vs. AIFD - Expense Ratio Comparison
REZ has a 0.48% expense ratio, which is lower than AIFD's 0.75% expense ratio.
Dividends
REZ vs. AIFD - Dividend Comparison
REZ's dividend yield for the trailing twelve months is around 1.96%, while AIFD has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIFD TCW Artificial Intelligence ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
REZ iShares Residential and Multisector Real Estate ETF | 1.96% | 2.74% | 2.26% | 2.94% | 3.37% | 1.81% | 3.17% | 2.90% | 3.63% | 3.57% | 5.55% | 3.18% |
Frequently Asked Questions
REZ and AIFD have a correlation of -0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AIFD has higher volatility (11.69%) compared to REZ (5.95%). In terms of maximum drawdown, REZ dropped -66.87% vs AIFD's -33.20%.
On 1-year performance, AIFD leads with 55.82% vs 20.55% for REZ. On fees, REZ is cheaper at 0.48% per year. On volatility, REZ has been the lower-risk option at 5.95%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, AIFD has performed better with a 55.82% return vs 20.55%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
REZ is cheaper with a 0.48% expense ratio, compared with 0.75% for AIFD.
REZ has the higher dividend yield at 1.96%, compared with 0.00% for AIFD.
REZ is categorized as REIT, while AIFD is Artificial Intelligence. They also come from different issuers: iShares and TCW. Their fees differ too: 0.48% for REZ and 0.75% for AIFD.
AIFD currently has the higher Sharpe Ratio (1.73 vs 1.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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