ETF comparison

IYR vs REZ overlap

Compare IYR ETF and REZ ETF by shared holdings, expense ratio, issuer, category, and tracked overlap.

Tracked overlap34.43%

20 shared holdings

IYR expense0.00%

Unknown

REZ expense0.00%

Unknown

Data date2026-05-01

2026-05-01

Shared top holdings

Overlap uses the smaller fund weight for each shared holding.

WELLWELLTOWER INC

10.06%overlap weight

PSAPUBLIC STORAGE REIT

3.48%overlap weight

VTRVENTAS REIT INC

3.11%overlap weight

EXREXTRA SPACE STORAGE REIT INC

2.24%overlap weight

AVBAVALONBAY COMMUNITIES REIT INC

1.96%overlap weight

EQREQUITY RESIDENTIAL REIT

1.69%overlap weight

Interpretation

Should you own both IYR and REZ?

IYR and REZ share 20 tracked holdings with 34.43% overlap in the imported holdings set. High overlap can be fine when the funds serve a deliberate role, but it can also mean less diversification than the ticker count suggests.

Use the portfolio analyzer to test your actual allocations. Pairwise overlap does not account for how much of each ETF you own.