REZ vs. REIT
Compare and contrast key facts about iShares Residential Real Estate ETF (REZ) and ALPS Active REIT ETF (REIT).
REZ and REIT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. REZ is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT All Residential Capped Index. It was launched on May 4, 2007. REIT is an actively managed fund by ALPS. It was launched on Feb 24, 2021.
Performance
REZ vs. REIT - Performance Comparison
Loading graphics...
REZ vs. REIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
REZ iShares Residential Real Estate ETF | 0.69% | 4.80% | 12.73% | 10.97% | -28.31% | 42.20% |
REIT ALPS Active REIT ETF | 4.77% | -0.55% | 7.11% | 13.74% | -21.23% | 33.56% |
Returns By Period
In the year-to-date period, REZ achieves a 0.69% return, which is significantly lower than REIT's 4.77% return.
REZ
- 1D
- 1.02%
- 1M
- -7.10%
- YTD
- 0.69%
- 6M
- -1.00%
- 1Y
- -1.49%
- 3Y*
- 8.30%
- 5Y*
- 4.57%
- 10Y*
- 5.55%
REIT
- 1D
- 1.34%
- 1M
- -5.61%
- YTD
- 4.77%
- 6M
- 3.50%
- 1Y
- 3.28%
- 3Y*
- 7.32%
- 5Y*
- 4.96%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
REZ vs. REIT - Expense Ratio Comparison
REZ has a 0.48% expense ratio, which is lower than REIT's 0.68% expense ratio.
Return for Risk
REZ vs. REIT — Risk / Return Rank
REZ
REIT
REZ vs. REIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Residential Real Estate ETF (REZ) and ALPS Active REIT ETF (REIT). 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.
| REZ | REIT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.09 | 0.21 | -0.30 |
Sortino ratioReturn per unit of downside risk | -0.01 | 0.39 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.05 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | -0.07 | 0.35 | -0.41 |
Martin ratioReturn relative to average drawdown | -0.22 | 1.26 | -1.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| REZ | REIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.09 | 0.21 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.27 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.32 | -0.09 |
Correlation
The correlation between REZ and REIT is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
REZ vs. REIT - Dividend Comparison
REZ's dividend yield for the trailing twelve months is around 2.28%, less than REIT's 3.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REZ iShares Residential Real Estate ETF | 2.28% | 2.74% | 2.26% | 2.94% | 3.37% | 1.81% | 3.17% | 2.90% | 3.63% | 3.57% | 5.55% | 3.18% |
REIT ALPS Active REIT ETF | 3.01% | 3.20% | 3.06% | 3.13% | 2.81% | 4.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
REZ vs. REIT - Drawdown Comparison
The maximum REZ drawdown since its inception was -66.87%, which is greater than REIT's maximum drawdown of -29.30%. Use the drawdown chart below to compare losses from any high point for REZ and REIT.
Loading graphics...
Drawdown Indicators
| REZ | REIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.87% | -29.30% | -37.57% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -12.50% | +0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -35.05% | -29.30% | -5.75% |
Max Drawdown (10Y)Largest decline over 10 years | -44.15% | — | — |
Current DrawdownCurrent decline from peak | -7.70% | -5.86% | -1.84% |
Average DrawdownAverage peak-to-trough decline | -12.79% | -10.69% | -2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.84% | 3.42% | +0.42% |
Volatility
REZ vs. REIT - Volatility Comparison
iShares Residential Real Estate ETF (REZ) and ALPS Active REIT ETF (REIT) have volatilities of 4.65% and 4.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| REZ | REIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 4.50% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.18% | 8.99% | +1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.81% | 15.86% | +0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.88% | 18.59% | +0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.52% | 18.52% | +3.00% |