ONEY vs REZ
Comparison between STATE STREET(R) SPDR(R) RUSSELL 1000 YIELD FOCUS ETF (ONEY, ETF) and ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF).
5-Year PerformanceONEY has outperformed REZ, delivering a return of +8.7% compared to +4.6%
ONEY vs REZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ONEY
$853M
REZ
$843M
Expense Ratio
Winner
ONEY
0.20%
REZ
0.48%
Max Drawdown
Winner
ONEY
47.48%
REZ
70.29%
Sharpe Ratio
Winner
ONEY
1.50
REZ
0.63
5Y Beta
ONEY
0.64
Winner
REZ
0.39
P/E Ratio
Winner
ONEY
21.24
REZ
40.07
Forward P/E
Winner
ONEY
13.63
REZ
41.69
PEG Ratio
ONEY
0.40
REZ
N/A
5Y Dividends CAGR
Winner
ONEY
9.41%
REZ
0.88%
5Y EPS CAGR
Winner
ONEY
6.61%
REZ
6.24%
Debt to Equity
Winner
ONEY
17.18%
REZ
50.53%
P/S Ratio
Winner
ONEY
1.09
REZ
7.96
P/B Ratio
Winner
ONEY
2.30
REZ
2.60
ONEY vs REZ - Holdings Comparison
ONEY and REZ have 13 common holdings. Overlap is 3.26%
ONEY's top 25 holdings weight is 30.72%. REZ's top 25 holdings weight is 96.45%.
| Rank | ONEY | REZ |
|---|---|---|
| #1 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.16% | WELLTOWER INC (WELL) - 23.06% |
| #2 | TARGET CORP (TGT) - 1.76% | PUBLIC STORAGE (PSA) - 8.81% |
| #3 | SLB LTD (SLB) - 1.71% | VENTAS INC (VTR) - 7.54% |
| #4 | EOG RESOURCES INC (EOG) - 1.69% | EXTRA SPACE STORAGE INC (EXR) - 5.51% |
| #5 | DEVON ENERGY CORP (DVN) - 1.60% | EQUITY RESIDENTIAL (EQR) - 4.60% |
| #6 | ALTRIA GROUP INC (MO) - 1.56% | AVALONBAY COMMUNITIES INC (AVB) - 4.55% |
| #7 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.54% | INVITATION HOMES INC (INVH) - 3.81% |
| #8 | FORD MOTOR CO (F) - 1.51% | ESSEX PROPERTY TRUST INC (ESS) - 3.75% |
| #9 | FEDEX CORP (FDX) - 1.39% | SUN COMMUNITIES INC (SUI) - 3.33% |
| #10 | NUCOR CORP (NUE) - 1.27% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.25% |
| #11 | NEWMONT CORP (NEM) - 1.24% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 3.01% |
| #12 | VALERO ENERGY CORP (VLO) - 1.13% | HEALTHPEAK PROPERTIES INC (DOC) - 2.91% |
| #13 | HALLIBURTON CO (HAL) - 1.08% | UDR INC (UDR) - 2.67% |
| #14 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.08% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.60% |
| #15 | CVS HEALTH CORP (CVS) - 1.07% | CAMDEN PROPERTY TRUST (CPT) - 2.41% |
| #16 | CUMMINS INC (CMI) - 1.02% | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.35% |
| #17 | PACCAR INC (PCAR) - 0.97% | CARETRUST REIT INC (CTRE) - 1.95% |
| #18 | SIMON PROPERTY GROUP INC (SPG) - 0.96% | CUBESMART (CUBE) - 1.93% |
| #19 | BAKER HUGHES CO CLASS A (BKR) - 0.90% | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 1.89% |
| #20 | HUMANA INC (HUM) - 0.89% | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.76% |
| #21 | NETAPP INC (NTAP) - 0.87% | HEALTHCARE REALTY TRUST INC (HR) - 1.42% |
| #22 | PHILLIPS 66 (PSX) - 0.85% | SABRA HEALTH CARE REIT INC (SBRA) - 1.09% |
| #23 | EDISON INTERNATIONAL (EIX) - 0.84% | INDEPENDENCE REALTY TRUST INC (IRT) - 0.85% |
| #24 | THE HERSHEY CO (HSY) - 0.82% | NATIONAL HEALTH INVESTORS INC (NHI) - 0.76% |
| #25 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.81% | NATIONAL STORAGE AFFILIATES TRUST (NSA) - 0.64% |
| Total Holdings | 299 | 42 |
ONEY vs REZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ONEY
+2.22%
REZ
+1.02%
3M
Winner
ONEY
+5.11%
REZ
+2.07%
6M
Winner
ONEY
+14.02%
REZ
+7.29%
1Y
Winner
ONEY
+24.24%
REZ
+12.69%
5Y(CAGR)
Winner
ONEY
+8.67%
REZ
+4.56%
10Y(CAGR)
Winner
ONEY
+12.03%
REZ
+6.84%
Max(CAGR)
Winner
ONEY
+12.12%
REZ
+7.07%
ONEY vs REZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | ONEY | REZ |
|---|---|---|
| 2026 | +12.61% | +9.80% |
| 2025 | +7.98% | +5.92% |
| 2024 | +11.09% | +11.32% |
| 2023 | +11.28% | +11.47% |
| 2022 | -3.63% | -27.56% |
| 2021 | +39.63% | +53.51% |
| 2020 | +2.30% | -5.33% |
| 2019 | +27.36% | +28.23% |
| 2018 | -8.70% | +4.66% |
| 2017 | +15.46% | +4.47% |
| 2016 | +22.30% | +4.24% |
| 2015 | -1.63% | +9.49% |
| 2014 | N/A | +35.31% |
| 2013 | N/A | -4.39% |
| 2012 | N/A | +12.79% |
| 2011 | N/A | +14.21% |
| 2010 | N/A | +33.25% |
| 2009 | N/A | +25.83% |
| 2008 | N/A | -23.84% |
| 2007 | N/A | -18.32% |
ONEY vs REZ Drawdown Comparison
The maximum drawdown for ONEY was -46.77%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.
The current ONEY drawdown is -0.84%. The current REZ drawdown is -1.54%.
| Rank | ONEY | REZ |
|---|---|---|
| #1 | -46.77% Jan 17, 2020 - Dec 4, 2020 | -66.88% May 30, 2007 - Apr 28, 2011 |
| #2 | -18.95% Apr 20, 2022 - Feb 2, 2023 | -44.15% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -18.72% Sep 21, 2018 - Jul 24, 2019 | -35.03% Apr 20, 2022 - Feb 13, 2026 |
| #4 | -17.51% Nov 25, 2024 - Aug 22, 2025 | -20.19% Jul 22, 2011 - Jan 25, 2012 |
| #5 | -13.69% Feb 2, 2023 - Dec 14, 2023 | -20.10% May 21, 2013 - Aug 18, 2014 |
| #6 | -12.72% Dec 3, 2015 - Mar 3, 2016 | -17.68% Jun 26, 2017 - Aug 15, 2018 |
| #7 | -10.71% Jan 26, 2018 - Aug 3, 2018 | -15.17% Jul 22, 2016 - Jun 16, 2017 |
| #8 | -10.36% Jul 24, 2019 - Oct 22, 2019 | -13.44% Jan 27, 2015 - Dec 28, 2015 |
| #9 | -7.61% Feb 11, 2026 - Apr 30, 2026 | -12.69% Jan 5, 2016 - Mar 14, 2016 |
| #10 | -7.31% Jun 8, 2021 - Oct 20, 2021 | -10.79% Dec 6, 2018 - Jan 29, 2019 |
| #11 | -6.68% Jan 14, 2022 - Mar 25, 2022 | -10.37% Dec 31, 2021 - Mar 29, 2022 |
| #12 | -6.13% Nov 15, 2021 - Dec 27, 2021 | -10.00% Oct 21, 2019 - Feb 14, 2020 |
| #13 | -6.07% Jun 8, 2016 - Jul 11, 2016 | -8.76% Feb 17, 2026 - Apr 30, 2026 |
| #14 | -5.83% Mar 28, 2024 - Jul 16, 2024 | -8.22% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -5.76% Mar 15, 2021 - Apr 26, 2021 | -7.79% Aug 17, 2018 - Nov 16, 2018 |
Correlation
Correlation between ONEY and REZ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2007 - 2026)
ONEY vs REZ dividend yield comparison.
| Year | ONEY | REZ |
|---|---|---|
| 2026 | 0.64% | 0.00% |
| 2025 | 3.15% | 2.74% |
| 2024 | 3.18% | 2.26% |
| 2023 | 3.14% | 2.94% |
| 2022 | 3.17% | 3.37% |
| 2021 | 2.46% | 1.81% |
| 2020 | 2.74% | 3.17% |
| 2019 | 3.17% | 2.90% |
| 2018 | 3.72% | 3.63% |
| 2017 | 10.73% | 3.57% |
| 2016 | 6.31% | 5.55% |
| 2015 | 0.29% | 3.18% |
| 2014 | 0.00% | 3.13% |
| 2013 | 0.00% | 3.92% |
| 2012 | 0.00% | 3.09% |
| 2011 | 0.00% | 3.12% |
| 2010 | 0.00% | 3.03% |
| 2009 | 0.00% | 3.83% |
| 2008 | 0.00% | 8.89% |
| 2007 | 0.00% | 4.58% |
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