Compare · 2 funds side by side · dividends reinvested

REZ and REET

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,582REZ · best of the two

02 / 04

REZ and REET, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Residential and Multisector Real Estate ETFSectors · Real estate0.48%2.10%+13.4%+15.4%+17.4%+3.0%−12.9%16.0%$820M1.5

iShares Global REIT ETFSectors · Real estate0.14%3.48%+9.3%+9.8%+14.3%+1.4%−11.3%12.2%$4.8B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: REZ 2007 · REET 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Residential and Multisector Real Estate ETF · $820M$11,582

REZ

REET

iShares Global REIT ETF · $4.8B$10,701

$10,000 five years ago, dividends reinvested · they hold 30.6% in common

REZMeasureREET

+13.4%Year to dateJan 1 → Nov 3+9.3%

+15.4%1 yearTotal return+9.8%

+17.4%3 years · per year$10,000 became $16,192 · $14,936+14.3%

+3.0%5 years · per year$10,000 became $11,582 · $10,701+1.4%

0.48%Expense ratio$48 · $14 a year on $10k · lower is better0.14%

2.10%Trailing 12-mo yield$210 · $348 a year on $10k3.48%

−12.9%Worst dropSmaller is better−11.3%

16.0%VolatilityLower is calmer12.2%

REZREET Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

REZ vs REET: Top 5 Holdings

Today

REZ

50.7%in top 5

REET

in top 529.8%

REZStockREET

22.9%WELL9.6%

8.6%PSAnot top 5

7.4%VMRKnot top 5

not top 5PLD6.9%

6.8%VTRnot top 5

not top 5EQIX5.7%

5.0%EXRnot top 5

not top 5SPG3.9%

not top 5DLR3.8%

Held in common30.6%

End-of-day Nov 3, 2026 · share of each fund

REZ vs REET Returns, Every Period

iSharesREZ

+3.0%

5 years, per year

REETiShares

+1.4%

5 years, per year

REZREETFaded: behind in that period

4–0REZ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

REZ vs REET

YTD

iSharesREZ

+13.4%

REETiShares

+9.3%

+13.4%Year to date+9.3%

−12.9%Worst drop · 1Y−11.3%

16.0%Volatility · 1Y12.2%

2.1%Yield3.5%

$820MAssets$4.8B

3–1REET wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: REZ, REET

Today

0.14%lowest, REET

FundExpense ratioFee$10k

REET0.14%$14

REZ0.48%$48

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: REZ, REET

3.48%highest, REET

FundTrailing yieldYield$10k

REET3.48%$348

REZ2.10%$210

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$334most kept, REET

REET$348 − $14 = $334

REZ$210 − $48 = $162

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: REZ, REET

Today

30.6%most shared, REZ and REET

REZREET

REZ—30.6%

REET30.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.4%REZ, at 16.0% volatility

REETWorst drop−11.3%12.2% vol

REZWorst drop−12.9%16.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

REETREZ

+9.3%Year to date+13.4%

3.5%Yield2.1%

+9.8%Past year+15.4%

0.14%Fee0.48%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026