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REZ
+1.27 · +1.52%
$85.07 · NYSE ARCA

iShares Residential and Multisector Real Estate ETF (REZ) ETF Analysis | Real Estate

iShares · United States
AUM:$846.1M
#– of – in Real Estate ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 5.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.48% — moderate cost. Consider how fees compound over long holding periods.

What is REZ?

The fund generally will invest at least 80% of its assets in the component securities of the underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index measures the performance of the residential apartments, manufactured homes, healthcare and self-storage real estate sectors of the U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
REZ returned 5.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.48%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 68.3% of the ETF — significant weight in a small number of names.
ETF Information
AUM$846.1M
Expense Ratio0.48%
Dividend Yield2.70%
Holdings39
Inception DateMay 2007
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta0.92
CategoryReal Estate
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+5.7%
1Y
+14.4%
3Y
+42.6%
5Y
+19.9%
OpenBook InsightIf you had invested £10,000 in REZ 5 years ago, it would have grown to £11,990 — a gain of £1,990.

Annual Returns

Calendar year performance

REZ delivered positive returns in 4 of the last 5 calendar years.
YearREZ
2026 YTD+14.5%
2025+5.9%
2024+11.3%
2023+11.4%
2022-27.6%
CAGR 4yr-1.2%
4/5 positive yearsAvg return: +3.1%Worst year: -27.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
15.5%
Low
Momentum
-3.1%
30-day change
Support Level
93.03
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.
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