REZ vs. EGGQ

Last updated Jun 23, 2026

REZ (iShares Residential Real Estate ETF) and EGGQ (NestYield Visionary ETF) are both exchange-traded funds - REZ is a REIT fund tracking the FTSE NAREIT All Residential Capped Index, while EGGQ is a Derivative Income fund actively managed by NestYield. REZ is passively managed, while EGGQ is actively managed. Over the past year, REZ returned 12.37% vs 71.68% for EGGQ. At a correlation of -0.05, they often move in opposite directions. REZ charges 0.48%/yr vs 0.89%/yr for EGGQ.

Performance

REZ vs. EGGQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Residential Real Estate ETF (REZ) and NestYield Visionary ETF (EGGQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, REZ achieves a 9.54% return, which is significantly lower than EGGQ's 49.06% return.

REZ

• 1D: 1.06%
• 1M: -1.63%
• YTD: 9.54%
• 6M: 9.75%
• 1Y: 12.37%
• 3Y*: 11.60%
• 5Y*: 3.90%
• 10Y*: 6.61%

EGGQ

• 1D: 3.08%
• 1M: 17.11%
• YTD: 49.06%
• 6M: 46.56%
• 1Y: 71.68%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

REZ vs. EGGQ - Yearly Performance Comparison

	2026 (YTD)	2025	2024
REZ iShares Residential Real Estate ETF	9.54%	4.80%	0.57%
EGGQ NestYield Visionary ETF	49.06%	25.92%	-0.88%

Correlation

The correlation between REZ and EGGQ is -0.13, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.13
Correlation (All Time) Calculated using the full available price history since Dec 30, 2024	-0.05

Return for Risk

REZ vs. EGGQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

REZ

REZ Risk / Return Rank: 26
REZ Sharpe Ratio Rank: 24
REZ Sortino Ratio Rank: 22
REZ Omega Ratio Rank: 22
REZ Calmar Ratio Rank: 29
REZ Martin Ratio Rank: 31

EGGQ

EGGQ Risk / Return Rank: 63
EGGQ Sharpe Ratio Rank: 69
EGGQ Sortino Ratio Rank: 56
EGGQ Omega Ratio Rank: 60
EGGQ Calmar Ratio Rank: 74
EGGQ Martin Ratio Rank: 57

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

REZ vs. EGGQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Residential Real Estate ETF (REZ) and NestYield Visionary ETF (EGGQ). 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	EGGQ	Difference
Sharpe ratio: Return per unit of total volatility	0.83	2.15	-1.32
Sortino ratio: Return per unit of downside risk	1.20	2.60	-1.41
Omega ratio: Gain probability vs. loss probability	1.15	1.36	-0.21
Calmar ratio: Return relative to maximum drawdown	1.42	3.65	-2.23
Martin ratio: Return relative to average drawdown	4.29	9.72	-5.43

REZ vs. EGGQ - Sharpe Ratio Comparison

The current REZ Sharpe Ratio is 0.83, which is lower than the EGGQ Sharpe Ratio of 2.15. The chart below compares the historical Sharpe Ratios of REZ and EGGQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

REZ vs. EGGQ - Drawdown Comparison

The maximum REZ drawdown since its inception was -66.87%, which is greater than EGGQ's maximum drawdown of -22.70%. Use the drawdown chart below to compare losses from any high point for REZ and EGGQ.

Drawdown Indicators

	REZ	EGGQ	Difference
Max Drawdown Largest peak-to-trough decline	-66.87%	-22.70%	-44.17%
Max Drawdown (1Y) Largest decline over 1 year	-8.76%	-19.76%	+11.00%
Max Drawdown (3Y) Largest decline over 3 years	-18.39%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-35.05%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-44.15%	—	—
Current Drawdown Current decline from peak	-2.45%	0.00%	-2.45%
Average Drawdown Average peak-to-trough decline	-12.66%	-5.64%	-7.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.89%	7.40%	-4.51%

Volatility

REZ vs. EGGQ - Volatility Comparison

The current volatility for iShares Residential Real Estate ETF (REZ) is 5.73%, while NestYield Visionary ETF (EGGQ) has a volatility of 14.60%. This indicates that REZ experiences smaller price fluctuations and is considered to be less risky than EGGQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	REZ	EGGQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.73%	14.60%	-8.87%
Volatility (6M) Calculated over the trailing 6-month period	11.43%	27.58%	-16.15%
Volatility (1Y) Calculated over the trailing 1-year period	14.99%	33.50%	-18.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.98%	33.77%	-14.79%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.57%	33.77%	-12.20%

REZ vs. EGGQ - Expense Ratio Comparison

REZ has a 0.48% expense ratio, which is lower than EGGQ's 0.89% expense ratio.

Dividends

REZ vs. EGGQ - Dividend Comparison

REZ's dividend yield for the trailing twelve months is around 2.10%, less than EGGQ's 5.13% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EGGQ NestYield Visionary ETF	5.13%	5.70%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
REZ iShares Residential Real Estate ETF	2.10%	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

Can I hold both REZ and EGGQ in my portfolio?

REZ and EGGQ have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, REZ or EGGQ?

EGGQ has higher volatility (14.60%) compared to REZ (5.73%). In terms of maximum drawdown, REZ dropped -66.87% vs EGGQ's -22.70%.

Which ETF is better, REZ or EGGQ?

On 1-year performance, EGGQ leads with 71.68% vs 12.37% for REZ. On fees, REZ is cheaper at 0.48% per year. On volatility, REZ has been the lower-risk option at 5.73%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, REZ or EGGQ?

Over the 1-year period, EGGQ has performed better with a 71.68% return vs 12.37%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, REZ or EGGQ?

REZ is cheaper with a 0.48% expense ratio, compared with 0.89% for EGGQ.

Which ETF pays a higher dividend yield, REZ or EGGQ?

EGGQ has the higher dividend yield at 5.13%, compared with 2.10% for REZ.

What is the main difference between REZ and EGGQ?

REZ is categorized as REIT, while EGGQ is Derivative Income. They also come from different issuers: iShares and NestYield. Their fees differ too: 0.48% for REZ and 0.89% for EGGQ.

Which has better risk-adjusted returns?

EGGQ currently has the higher Sharpe Ratio (2.15 vs 0.83), 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.