iShares Residential and Multisector Real Estate ETF

iShares Residential and Multisector Real Estate ETF

About

iShares Residential and Multisector Real Estate ETF (US4642885622) is a US-listed real estate ETF tracking the FTSE Nareit All Residential Capped Index. With a expense ratio of 0.48%, its costs are on the higher end for an ETF, paying distributions. The fund holds 43 positions across 1 region with 828M in assets, with heavy concentration — 99% in United States, 99% in Real Estate.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jun 22, 2026
Component Score Details
Cost (30%) 7.7 Tracking Difference: 10.0 · TD Consistency: — · Expense Ratio: 2.1
Liquidity (25%) 7.9 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker REZ
ISIN
Fund Size $828.1M
Issuer iShares
Distribution Pays Distributions
Replication Physical
Inception May 2007
Base Currency USD
Index FTSE Nareit All Residential Capped Index
Asset Class Real Estate
Category Equity Sector

Costs

7.7
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.48%

Cumulative Returns

Performance across different time periods.
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month
3 Months
6 Months
1 Year +9.85%
3 Years +11.58%
5 Years +4.78%
10 Years +6.52%
YTD +8.55%
Since Inception +6.95%

Holdings

This fund invests into 43 individual investments.
#1
Welltower Inc
22.74%
#2
Public Storage
9.61%
#3
Ventas Inc
7.55%
#4
Extra Space Storage Inc
5.82%
#5
Equity Residential
4.28%
#6
AvalonBay Communities Inc
4.26%
#7
Essex Property Trust Inc
3.81%
#8
Invitation Homes Inc
3.67%
#9
Mid-America Apartment Communities Inc
3.34%
#10
Sun Communities Inc
3.15%
View all holdings (43)
# Holding Ticker Weight
1 Welltower Inc WELL 2273.93%
2 Public Storage PSA 960.99%
3 Ventas Inc VTR 755.46%
4 Extra Space Storage Inc EXR 582.25%
5 Equity Residential EQR 428.02%
6 AvalonBay Communities Inc AVB 425.64%
7 Essex Property Trust Inc ESS 381.40%
8 Invitation Homes Inc INVH 366.77%
9 Mid-America Apartment Communities Inc MAA 333.90%
10 Sun Communities Inc SUI 314.97%
11 Healthpeak Properties Inc DOC 295.55%
12 Omega Healthcare Investors Inc OHI 289.07%
13 UDR Inc UDR 265.39%
14 Equity LifeStyle Properties Inc ELS 261.40%
15 Camden Property Trust CPT 233.94%
16 American Homes 4 Rent AMH 231.67%
17 CubeSmart CUBE 200.19%
18 American Healthcare REIT Inc AHR 193.46%
19 Alexandria Real Estate Equities Inc ARE 190.88%
20 CareTrust REIT Inc CTRE 179.07%
21 Healthcare Realty Trust Inc HR 144.39%
22 Sabra Health Care REIT Inc SBRA 98.39%
23 Independence Realty Trust Inc IRT 80.75%
24 National Health Investors Inc NHI 73.16%
25 National Storage Affiliates Trust NSA 68.97%
26 Medical Properties Trust Inc MPT 49.11%
27 Diversified Healthcare Trust DHC 42.04%
28 Smartstop Self Storage REIT Inc SMA 39.23%
29 LTC Properties Inc LTC 38.45%
30 Sila Realty Trust Inc SILA 36.22%
31 JANUS LIVING INC CLASS A JAN 26.46%
32 UMH Properties Inc UMH 26.36%
33 Centerspace CSR 20.30%
34 USD CASH USD 17.31%
35 BLK CSH FND TREASURY SL AGENCY XTSLA 13.32%
36 NexPoint Residential Trust Inc NXRT 13.15%
37 NATIONAL HEALTHCARE PROPERTIES INC NHP 12.57%
38 UNIVERSAL HEALTH REALTY INCOME TRU UHT 10.52%
39 COMMUNITY HEALTHCARE TRUST INC CHCT 10.24%
40 CHIRON REAL ESTATE INC XRN 9.51%
41 BRT APARTMENTS CORP BRT 3.17%
42 CASH COLLATERAL USD JPFFT JPFFT 2.44%
43 DOW JONES US REAL ESTATE SEP 26 DJEU6 0.00%

Sectors

Allocation by industry sector.
 
Sector Weight
Real Estate 9894.00%
Unknown 106.00%

Regions

Geographic allocation by country of risk.
 
Country Weight
United States 9894.00%
UNKNOWN 106.00%
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