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REZ vs SPY

Comparison between ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed REZ, delivering a return of +13.3% compared to +4.6%

REZ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
REZ
$843M
Winner
SPY
$735B
Expense Ratio
REZ
0.48%
Winner
SPY
0.09%
Max Drawdown
REZ
70.29%
Winner
SPY
56.47%
Sharpe Ratio
REZ
0.63
Winner
SPY
1.62
5Y Beta
Winner
REZ
0.39
SPY
1.00
P/E Ratio
REZ
40.07
Winner
SPY
28.99
Forward P/E
REZ
41.69
Winner
SPY
22.37
5Y Dividends CAGR
REZ
0.88%
Winner
SPY
5.43%
5Y EPS CAGR
REZ
6.24%
Winner
SPY
26.05%
Debt to Equity
REZ
50.53%
Winner
SPY
32.40%
P/S Ratio
REZ
7.96
Winner
SPY
3.74
P/B Ratio
Winner
REZ
2.60
SPY
5.61

REZ vs SPY - Holdings Comparison

REZ and SPY have 14 common holdings. Overlap is 0.66%

REZ's top 25 holdings weight is 96.45%. SPY's top 25 holdings weight is 52.37%.

RankREZSPY
#1
WELLTOWER INC (WELL) - 23.06%
NVIDIA CORP (NVDA) - 8.10%
#2
PUBLIC STORAGE (PSA) - 8.81%
APPLE INC (AAPL) - 7.02%
#3
VENTAS INC (VTR) - 7.54%
MICROSOFT CORP (MSFT) - 4.79%
#4
EXTRA SPACE STORAGE INC (EXR) - 5.51%
AMAZON.COM INC (AMZN) - 4.02%
#5
EQUITY RESIDENTIAL (EQR) - 4.60%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
AVALONBAY COMMUNITIES INC (AVB) - 4.55%
BROADCOM INC (AVGO) - 3.10%
#7
INVITATION HOMES INC (INVH) - 3.81%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
ESSEX PROPERTY TRUST INC (ESS) - 3.75%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
SUN COMMUNITIES INC (SUI) - 3.33%
TESLA INC (TSLA) - 1.89%
#10
MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.25%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
OMEGA HEALTHCARE INVESTORS INC (OHI) - 3.01%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
HEALTHPEAK PROPERTIES INC (DOC) - 2.91%
ELI LILLY AND CO (LLY) - 1.31%
#13
UDR INC (UDR) - 2.67%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.60%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
CAMDEN PROPERTY TRUST (CPT) - 2.41%
EXXON MOBIL CORP (XOM) - 0.97%
#16
AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.35%
INTEL CORP (INTC) - 0.90%
#17
CARETRUST REIT INC (CTRE) - 1.95%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
CUBESMART (CUBE) - 1.93%
VISA INC CLASS A (V) - 0.85%
#19
AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 1.89%
WALMART INC (WMT) - 0.81%
#20
ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.76%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
HEALTHCARE REALTY TRUST INC (HR) - 1.42%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
SABRA HEALTH CARE REIT INC (SBRA) - 1.09%
CATERPILLAR INC (CAT) - 0.66%
#23
INDEPENDENCE REALTY TRUST INC (IRT) - 0.85%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
NATIONAL HEALTH INVESTORS INC (NHI) - 0.76%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
NATIONAL STORAGE AFFILIATES TRUST (NSA) - 0.64%
ABBVIE INC (ABBV) - 0.58%
Total Holdings42505

REZ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
REZ
+1.02%
Winner
SPY
+1.90%
3M
REZ
+2.07%
Winner
SPY
+8.55%
6M
REZ
+7.29%
Winner
SPY
+8.18%
1Y
REZ
+12.69%
Winner
SPY
+25.79%
5Y(CAGR)
REZ
+4.56%
Winner
SPY
+13.32%
10Y(CAGR)
REZ
+6.84%
Winner
SPY
+15.19%
Max(CAGR)
REZ
+7.07%
Winner
SPY
+8.47%

REZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearREZSPY
2026+9.80%+8.26%
2025+5.92%+18.00%
2024+11.32%+25.59%
2023+11.47%+26.72%
2022-27.56%-18.64%
2021+53.51%+30.52%
2020-5.33%+17.28%
2019+28.23%+31.09%
2018+4.66%-5.24%
2017+4.47%+20.78%
2016+4.24%+13.59%
2015+9.49%+1.31%
2014+35.31%+14.56%
2013-4.39%+29.00%
2012+12.79%+14.17%
2011+14.21%+0.85%
2010+33.25%+13.14%
2009+25.83%+22.67%
2008-23.84%-36.25%
2007-18.32%+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

REZ vs SPY Drawdown Comparison

The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current REZ drawdown is -1.54%. The current SPY drawdown is -2.90%.

RankREZSPY
#1-66.88%
May 30, 2007 - Apr 28, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-44.15%
Feb 14, 2020 - Apr 20, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-35.03%
Apr 20, 2022 - Feb 13, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-20.19%
Jul 22, 2011 - Jan 25, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-20.10%
May 21, 2013 - Aug 18, 2014		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.68%
Jun 26, 2017 - Aug 15, 2018		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.17%
Jul 22, 2016 - Jun 16, 2017		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.44%
Jan 27, 2015 - Dec 28, 2015		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.69%
Jan 5, 2016 - Mar 14, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.79%
Dec 6, 2018 - Jan 29, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.37%
Dec 31, 2021 - Mar 29, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.00%
Oct 21, 2019 - Feb 14, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.76%
Feb 17, 2026 - Apr 30, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.22%
Sep 5, 2014 - Oct 23, 2014		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.79%
Aug 17, 2018 - Nov 16, 2018		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between REZ and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

REZ vs SPY dividend yield comparison.

YearREZSPY
20260.00%0.24%
20252.74%1.07%
20242.26%1.21%
20232.94%1.40%
20223.37%1.65%
20211.81%1.20%
20203.17%1.52%
20192.90%1.75%
20183.63%2.04%
20173.57%1.80%
20165.55%2.03%
20153.18%2.06%
20143.13%1.87%
20133.92%1.81%
20123.09%2.18%
20113.12%2.05%
20103.03%1.80%
20093.83%1.95%
20088.89%3.02%
20074.58%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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