REZ vs NBCR
Comparison between ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF) and NEUBERGER BERMAN CORE EQUITY ETF (NBCR, ETF).
REZ vs NBCR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
REZ
$843M
NBCR
$843M
Expense Ratio
REZ
0.48%
Winner
NBCR
0.29%
Max Drawdown
REZ
70.29%
Winner
NBCR
18.23%
Sharpe Ratio
REZ
0.63
Winner
NBCR
1.34
5Y Beta
Winner
REZ
0.39
NBCR
0.96
P/E Ratio
REZ
40.07
Winner
NBCR
30.52
Forward P/E
REZ
41.69
Winner
NBCR
21.39
PEG Ratio
REZ
N/A
NBCR
0.59
5Y Dividends CAGR
REZ
0.88%
NBCR
N/A
5Y EPS CAGR
REZ
6.24%
Winner
NBCR
26.80%
Debt to Equity
REZ
50.53%
Winner
NBCR
35.24%
P/S Ratio
REZ
7.96
Winner
NBCR
4.18
P/B Ratio
Winner
REZ
2.60
NBCR
5.96
REZ vs NBCR - Holdings Comparison
REZ and NBCR have 6 common holdings. Overlap is 0.77%
REZ's top 25 holdings weight is 96.45%. NBCR's top 25 holdings weight is 55.16%.
| Rank | REZ | NBCR |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 23.06% | NVIDIA CORP (NVDA) - 8.11% |
| #2 | PUBLIC STORAGE (PSA) - 8.81% | APPLE INC (AAPL) - 6.56% |
| #3 | VENTAS INC (VTR) - 7.54% | MICROSOFT CORP (MSFT) - 4.98% |
| #4 | EXTRA SPACE STORAGE INC (EXR) - 5.51% | ALPHABET INC CLASS A (GOOGL) - 4.75% |
| #5 | EQUITY RESIDENTIAL (EQR) - 4.60% | AMAZON.COM INC (AMZN) - 3.91% |
| #6 | AVALONBAY COMMUNITIES INC (AVB) - 4.55% | BROADCOM INC (AVGO) - 2.90% |
| #7 | INVITATION HOMES INC (INVH) - 3.81% | ALPHABET INC CLASS C (GOOG) - 2.89% |
| #8 | ESSEX PROPERTY TRUST INC (ESS) - 3.75% | META PLATFORMS INC CLASS A (META) - 2.14% |
| #9 | SUN COMMUNITIES INC (SUI) - 3.33% | TESLA INC (TSLA) - 1.58% |
| #10 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.25% | AON PLC CLASS A (AON) - 1.53% |
| #11 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 3.01% | ELI LILLY AND CO (LLY) - 1.41% |
| #12 | HEALTHPEAK PROPERTIES INC (DOC) - 2.91% | VISA INC CLASS A (V) - 1.35% |
| #13 | UDR INC (UDR) - 2.67% | JPMORGAN CHASE & CO (JPM) - 1.26% |
| #14 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.60% | EXXON MOBIL CORP (XOM) - 1.22% |
| #15 | CAMDEN PROPERTY TRUST (CPT) - 2.41% | COSTCO WHOLESALE CORP (COST) - 1.20% |
| #16 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.35% | ANALOG DEVICES INC (ADI) - 1.09% |
| #17 | CARETRUST REIT INC (CTRE) - 1.95% | ADVANCED MICRO DEVICES INC (AMD) - 1.06% |
| #18 | CUBESMART (CUBE) - 1.93% | JOHNSON & JOHNSON (JNJ) - 1.05% |
| #19 | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 1.89% | MASTERCARD INC CLASS A (MA) - 1.05% |
| #20 | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.76% | LAM RESEARCH CORP (LRCX) - 0.98% |
| #21 | HEALTHCARE REALTY TRUST INC (HR) - 1.42% | ECHOSTAR CORP CLASS A (SATS) - 0.96% |
| #22 | SABRA HEALTH CARE REIT INC (SBRA) - 1.09% | TEXAS INSTRUMENTS INC (TXN) - 0.83% |
| #23 | INDEPENDENCE REALTY TRUST INC (IRT) - 0.85% | ORACLE CORP (ORCL) - 0.79% |
| #24 | NATIONAL HEALTH INVESTORS INC (NHI) - 0.76% | THE HOME DEPOT INC (HD) - 0.78% |
| #25 | NATIONAL STORAGE AFFILIATES TRUST (NSA) - 0.64% | WESTERN DIGITAL CORP (WDC) - 0.78% |
| Total Holdings | 42 | 209 |
REZ vs NBCR - Historical Returns
Returns include dividend reinvestment.
1M
REZ
+1.02%
Winner
NBCR
+1.25%
3M
REZ
+2.07%
Winner
NBCR
+6.19%
6M
Winner
REZ
+7.29%
NBCR
+4.64%
1Y
REZ
+12.69%
Winner
NBCR
+20.89%
5Y(CAGR)
REZ
+4.56%
NBCR
N/A
10Y(CAGR)
REZ
+6.84%
NBCR
N/A
Max(CAGR)
REZ
+7.07%
Winner
NBCR
+16.89%
REZ vs NBCR - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | REZ | NBCR |
|---|---|---|
| 2026 | +9.80% | +4.89% |
| 2025 | +5.92% | +18.51% |
| 2024 | +11.32% | +6.83% |
| 2023 | +11.47% | N/A |
| 2022 | -27.56% | N/A |
| 2021 | +53.51% | N/A |
| 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 NBCR Drawdown Comparison
The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.
The maximum drawdown for NBCR was -18.23%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current REZ drawdown is -1.54%. The current NBCR drawdown is -2.33%.
| Rank | REZ | NBCR |
|---|---|---|
| #1 | -66.88% May 30, 2007 - Apr 28, 2011 | -18.23% Feb 19, 2025 - Jun 24, 2025 |
| #2 | -44.15% Feb 14, 2020 - Apr 20, 2021 | -10.35% Jan 12, 2026 - Apr 17, 2026 |
| #3 | -35.03% Apr 20, 2022 - Feb 13, 2026 | -4.95% Aug 1, 2024 - Aug 14, 2024 |
| #4 | -20.19% Jul 22, 2011 - Jan 25, 2012 | -4.88% Dec 4, 2024 - Jan 23, 2025 |
| #5 | -20.10% May 21, 2013 - Aug 18, 2014 | -4.51% Oct 28, 2025 - Dec 5, 2025 |
| #6 | -17.68% Jun 26, 2017 - Aug 15, 2018 | -4.42% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -15.17% Jul 22, 2016 - Jun 16, 2017 | -2.96% Oct 14, 2024 - Nov 6, 2024 |
| #8 | -13.44% Jan 27, 2015 - Dec 28, 2015 | -2.85% Oct 6, 2025 - Oct 24, 2025 |
| #9 | -12.69% Jan 5, 2016 - Mar 14, 2016 | -2.44% Dec 11, 2025 - Dec 23, 2025 |
| #10 | -10.79% Dec 6, 2018 - Jan 29, 2019 | -2.33% May 29, 2026 - Jun 5, 2026 |
| #11 | -10.37% Dec 31, 2021 - Mar 29, 2022 | -2.33% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -10.00% Oct 21, 2019 - Feb 14, 2020 | -2.18% Jan 23, 2025 - Feb 19, 2025 |
| #13 | -8.76% Feb 17, 2026 - Apr 30, 2026 | -2.01% Nov 11, 2024 - Nov 26, 2024 |
| #14 | -8.22% Sep 5, 2014 - Oct 23, 2014 | -1.66% May 14, 2026 - May 26, 2026 |
| #15 | -7.79% Aug 17, 2018 - Nov 16, 2018 | -1.47% Dec 24, 2025 - Jan 6, 2026 |
Correlation
Correlation between REZ and NBCR is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
Dividend Comparison (2007 - 2025)
REZ vs NBCR dividend yield comparison.
| Year | REZ | NBCR |
|---|---|---|
| 2025 | 2.74% | 0.45% |
| 2024 | 2.26% | 0.47% |
| 2023 | 2.94% | 0.00% |
| 2022 | 3.37% | 0.00% |
| 2021 | 1.81% | 0.00% |
| 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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