iShares Residential Real Estate Capped ETF (REZ)

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Best Fit Real Estate Funds ETFs

U.S. News evaluated 28 Real Estate Funds ETFs and 11 make our Best Fit list. Our list highlights the best passively managed funds for long-term investors. Rankings are assigned based on comparisons with Best Fit funds in this category.

How we identify Best Fit Funds

Best Fit Scorecard
Costs Good
Tracking Error Good
Bid/Ask Ratio Good
Holdings Diversity Typical

Fund Description

The investment seeks to track the investment results of an index composed of U.S. residential, healthcare and self-storage real estate equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the residential, healthcare and self-storage real estate sectors of the U.S. equity market. Components primarily include real estate investment trusts ("REITs"). The fund is non-diversified.

Fund Snapshot Updated 04.22.2014

Previous Close $51.40 Expense Ratio 0.48%
YTD Return 14.90% Avg. 30-Day Volume 43,558
1-Year Return 1.5% Market Cap Loading...
Bid $51.32 Shares Outstanding 5,100,000
Ask $51.39 Dividends $1.81
Top 10 Holdings
Public Storage (PSA) 11.27%
Equity Residential (EQR) 9.42%
Ventas Inc (VTR) 8.63%
Hcp Inc (HCP) 8.37%
Health Care Reit Inc (HCN) 8.15%
Essex Ppty Tr Inc (ESS) 6.38%
Avalonbay Cmntys Inc (AVB) 4.61%
Udr Inc (UDR) 3.93%
Camden Ppty Tr (CPT) 3.53%
Extra Space Storage Inc (EXR) 3.36%
% of Total Holdings 67.70%

Sector Breakdown

Geographic Breakdown

Best Fit Real Estate Funds

See full rankings for Real Estate Funds