Compare · 2 funds side by side · dividends reinvested

REZ and REIT

REZiShares×REITALPS×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,099REIT · best of the two

02 / 04

REZ and REIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS Active REIT ETFSectors · Real estate0.68%2.89%+17.6%+17.7%+15.9%+3.9%−11.5%13.6%$56M1.4

iShares Residential and Multisector Real Estate ETFSectors · Real estate0.48%2.04%+17.0%+19.1%+18.5%+3.6%−12.9%16.3%$820M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: REZ 2007 · REIT 2021

Head to Head

Swap sides Versus in desk

Head to Head

iShares Residential and Multisector Real Estate ETF · $820M$11,927

REZ

REIT

ALPS Active REIT ETF · $56M$12,099

$10,000 five years ago, dividends reinvested · they hold 34.2% in common

REZMeasureREIT

+17.0%Year to dateJan 1 → Nov 4+17.6%

+19.1%1 yearTotal return+17.7%

+18.5%3 years · per year$10,000 became $16,660 · $15,556+15.9%

+3.6%5 years · per year$10,000 became $11,927 · $12,099+3.9%

0.48%Expense ratio$48 · $68 a year on $10k · lower is better0.68%

2.04%Trailing 12-mo yield$204 · $289 a year on $10k2.89%

−12.9%Worst dropSmaller is better−11.5%

16.3%VolatilityLower is calmer13.6%

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

3–5REIT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

REZ vs REIT: Top 5 Holdings

Today

REZ

50.9%in top 5

REIT

in top 537.9%

REZStockREIT

23.1%WELL10.6%

not top 5EQIX9.6%

8.6%PSAnot top 5

not top 5PLD8.4%

7.3%VMRKnot top 5

6.9%VTRnot top 5

5.1%EXRnot top 5

not top 5SPG5.1%

not top 5MAC4.2%

Held in common34.2%

End-of-day Nov 4, 2026 · share of each fund

REZ vs REIT Returns, Every Period

iSharesREZ

+3.6%

5 years, per year

REITALPS

+3.9%

5 years, per year

REZREITFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

REZ vs REIT

YTD

iSharesREZ

+17.0%

REITALPS

+17.6%

+17.0%Year to date+17.6%

−12.9%Worst drop · 1Y−11.5%

16.3%Volatility · 1Y13.6%

2.0%Yield2.9%

$820MAssets$56.2M

4–0REIT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: REZ, REIT

Today

0.48%lowest, REZ

FundExpense ratioFee$10k

REZ0.48%$48

REIT0.68%$68

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: REZ, REIT

2.89%highest, REIT

FundTrailing yieldYield$10k

REIT2.89%$289

REZ2.04%$204

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$221most kept, REIT

REIT$289 − $68 = $221

REZ$204 − $48 = $156

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: REZ, REIT

Today

34.2%most shared, REZ and REIT

REZREIT

REZ—34.2%

REIT34.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.1%REZ, at 16.3% volatility

REITWorst drop−11.5%13.6% vol

REZWorst drop−12.9%16.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

REITREZ

+17.6%Year to date+17.0%

2.9%Yield2.0%

+17.7%Past year+19.1%

0.68%Fee0.48%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026