REZ vs AVRE
Comparison between ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF) and AVANTIS REAL ESTATE ETF (AVRE, ETF).
Both REZ and AVRE are from the Real Estate sector.
5-Year PerformanceREZ has outperformed AVRE, delivering a return of +4.2% compared to +2.9%
REZ vs AVRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
REZ
$874M
Winner
AVRE
$876M
Expense Ratio
REZ
0.48%
Winner
AVRE
0.17%
Max Drawdown
REZ
70.29%
Winner
AVRE
36.40%
Sharpe Ratio
Winner
REZ
0.91
AVRE
0.68
5Y Beta
Winner
REZ
0.35
AVRE
0.42
P/E Ratio
REZ
41.00
Winner
AVRE
36.67
Forward P/E
REZ
41.11
Winner
AVRE
39.00
5Y Dividends CAGR
REZ
-1.35%
AVRE
N/A
5Y EPS CAGR
REZ
6.94%
Winner
AVRE
15.40%
Debt to Equity
REZ
51.96%
Winner
AVRE
49.41%
P/S Ratio
Winner
REZ
8.28
AVRE
9.10
P/B Ratio
Winner
REZ
2.75
AVRE
3.13
REZ vs AVRE - Holdings Comparison
REZ and AVRE have 18 common holdings. Overlap is 19.28%
REZ's top 25 holdings weight is 97.06%. AVRE's top 25 holdings weight is 55.93%.
| Rank | REZ | AVRE |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 24.27% | WELLTOWER INC (WELL) - 7.37% |
| #2 | PUBLIC STORAGE (PSA) - 9.95% | PROLOGIS INC (PLD) - 6.58% |
| #3 | VENTAS INC (VTR) - 7.89% | EQUINIX INC (EQIX) - 5.62% |
| #4 | EXTRA SPACE STORAGE INC (EXR) - 5.63% | AMERICAN TOWER CORP (AMT) - 3.92% |
| #5 | AVALONBAY COMMUNITIES INC (AVB) - 4.13% | DIGITAL REALTY TRUST INC (DLR) - 3.68% |
| #6 | EQUITY RESIDENTIAL (EQR) - 4.12% | SIMON PROPERTY GROUP INC (SPG) - 3.54% |
| #7 | ESSEX PROPERTY TRUST INC (ESS) - 3.75% | PUBLIC STORAGE (PSA) - 3.02% |
| #8 | INVITATION HOMES INC (INVH) - 3.68% | REALTY INCOME CORP (O) - 2.68% |
| #9 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.19% | GOODMAN GROUP (n/a) - 2.55% |
| #10 | SUN COMMUNITIES INC (SUI) - 3.01% | VENTAS INC (VTR) - 2.25% |
| #11 | HEALTHPEAK PROPERTIES INC (DOC) - 2.99% | IRON MOUNTAIN INC (IRM) - 1.94% |
| #12 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 2.85% | EXTRA SPACE STORAGE INC (EXR) - 1.56% |
| #13 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.58% | CROWN CASTLE INC (CCI) - 1.55% |
| #14 | UDR INC (UDR) - 2.52% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.35% |
| #15 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.37% | AVALONBAY COMMUNITIES INC (AVB) - 1.35% |
| #16 | CAMDEN PROPERTY TRUST (CPT) - 2.23% | EQUITY RESIDENTIAL (EQR) - 1.28% |
| #17 | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 2.09% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.05% |
| #18 | CUBESMART (CUBE) - 1.95% | SEGRO PLC (n/a) - 1.05% |
| #19 | CARETRUST REIT INC (CTRE) - 1.81% | ESSEX PROPERTY TRUST INC (ESS) - 0.95% |
| #20 | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.72% | KLEPIERRE (n/a) - 0.91% |
| #21 | HEALTHCARE REALTY TRUST INC (HR) - 1.34% | EMBASSY OFFICE PARKS REIT (n/a) - 0.36% |
| #22 | SABRA HEALTH CARE REIT INC (SBRA) - 1.05% | n/a (n/a) - 0.35% |
| #23 | INDEPENDENCE REALTY TRUST INC (IRT) - 0.82% | n/a (n/a) - 0.34% |
| #24 | NATIONAL HEALTH INVESTORS INC (NHI) - 0.70% | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.34% |
| #25 | MEDICAL PROPERTIES TRUST INC (MPT) - 0.42% | SCENTRE GROUP (n/a) - 0.34% |
| Total Holdings | 40 | 295 |
REZ vs AVRE - Historical Returns
Returns include dividend reinvestment.
1M
REZ
-1.82%
Winner
AVRE
-1.21%
3M
Winner
REZ
+5.45%
AVRE
+1.68%
6M
Winner
REZ
+8.70%
AVRE
+3.23%
1Y
Winner
REZ
+18.09%
AVRE
+12.47%
5Y(CAGR)
Winner
REZ
+4.24%
AVRE
+2.87%
10Y(CAGR)
REZ
+7.00%
AVRE
N/A
Max(CAGR)
Winner
REZ
+7.33%
AVRE
+2.87%
REZ vs AVRE - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | REZ | AVRE |
|---|---|---|
| 2026 | +16.88% | +11.60% |
| 2025 | +5.92% | +9.20% |
| 2024 | +11.32% | +0.27% |
| 2023 | +11.47% | +8.83% |
| 2022 | -27.56% | -23.13% |
| 2021 | +53.51% | +13.16% |
| 2020 | -5.33% | N/A |
| 2019 | +28.23% | N/A |
| 2018 | +4.66% | N/A |
| 2017 | +4.47% | N/A |
| 2016 | +4.24% | N/A |
| 2015 | +9.49% | N/A |
| 2014 | +35.31% | N/A |
| 2013 | -4.39% | N/A |
| 2012 | +12.79% | N/A |
| 2011 | +14.21% | N/A |
| 2010 | +33.25% | N/A |
| 2009 | +25.83% | N/A |
| 2008 | -23.84% | N/A |
| 2007 | -18.32% | N/A |
REZ vs AVRE Drawdown Comparison
The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.
The maximum drawdown for AVRE was -32.47%, occurring on Oct 25, 2023. Recovery took 1076 trading sessions.
The current REZ drawdown is -3.25%. The current AVRE drawdown is -2.27%.
| Rank | REZ | AVRE |
|---|---|---|
| #1 | -66.88% May 30, 2007 - Apr 28, 2011 | -32.47% Dec 31, 2021 - Apr 17, 2026 |
| #2 | -44.15% Feb 14, 2020 - Apr 20, 2021 | -4.18% Nov 24, 2021 - Dec 8, 2021 |
| #3 | -35.03% Apr 20, 2022 - Feb 13, 2026 | -3.54% Jul 24, 2026 - Aug 11, 2026 |
| #4 | -20.19% Jul 22, 2011 - Jan 25, 2012 | -3.04% May 6, 2026 - Jun 12, 2026 |
| #5 | -20.10% May 21, 2013 - Aug 18, 2014 | -2.56% Jun 12, 2026 - Jun 26, 2026 |
| #6 | -17.68% Jun 26, 2017 - Aug 15, 2018 | -2.32% Apr 20, 2026 - May 6, 2026 |
| #7 | -15.17% Jul 22, 2016 - Jun 16, 2017 | -2.15% Jun 26, 2026 - Jul 16, 2026 |
| #8 | -13.44% Jan 27, 2015 - Dec 28, 2015 | -1.35% Nov 3, 2021 - Nov 24, 2021 |
| #9 | -12.69% Jan 5, 2016 - Mar 14, 2016 | -1.06% Dec 8, 2021 - Dec 15, 2021 |
| #10 | -10.79% Dec 6, 2018 - Jan 29, 2019 | -0.97% Oct 28, 2021 - Nov 3, 2021 |
| #11 | -10.37% Dec 31, 2021 - Mar 29, 2022 | -0.82% Jul 17, 2026 - Jul 24, 2026 |
| #12 | -10.00% Oct 21, 2019 - Feb 14, 2020 | -0.76% Dec 15, 2021 - Dec 22, 2021 |
| #13 | -8.76% Feb 17, 2026 - Apr 30, 2026 | -0.73% Oct 7, 2021 - Oct 12, 2021 |
| #14 | -8.22% Sep 5, 2014 - Oct 23, 2014 | -0.14% Oct 4, 2021 - Oct 6, 2021 |
| #15 | -7.79% Aug 17, 2018 - Nov 16, 2018 | -0.07% Oct 15, 2021 - Oct 19, 2021 |
Correlation
Correlation between REZ and AVRE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2007 - 2026)
REZ vs AVRE dividend yield comparison.
| Year | REZ | AVRE |
|---|---|---|
| 2026 | 0.53% | 0.89% |
| 2025 | 2.74% | 4.30% |
| 2024 | 2.26% | 3.99% |
| 2023 | 2.94% | 3.33% |
| 2022 | 3.37% | 3.78% |
| 2021 | 1.81% | 0.61% |
| 2020 | 3.17% | 0.00% |
| 2019 | 2.90% | 0.00% |
| 2018 | 3.63% | 0.00% |
| 2017 | 3.57% | 0.00% |
| 2016 | 5.55% | 0.00% |
| 2015 | 3.18% | 0.00% |
| 2014 | 3.13% | 0.00% |
| 2013 | 3.92% | 0.00% |
| 2012 | 3.09% | 0.00% |
| 2011 | 3.12% | 0.00% |
| 2010 | 3.03% | 0.00% |
| 2009 | 3.83% | 0.00% |
| 2008 | 8.89% | 0.00% |
| 2007 | 4.58% | 0.00% |
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