iShares Residential Real Estate Capped ETF (REZ)

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Best Fit Real Estate Funds ETFs

U.S. News evaluated 29 Real Estate Funds ETFs and 9 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 07.22.2014

Previous Close $54.39 Expense Ratio 0.48%
YTD Return 22.60% Avg. 30-Day Volume 35,813
1-Year Return 5.8% Market Cap Loading...
Bid $54.35 Shares Outstanding 4,550,000
Ask $54.38 Dividends $1.85
Top 10 Holdings
Public Storage (PSA) 11.51%
Equity Residential (EQR) 10.81%
Health Care Reit Inc (HCN) 9.20%
Hcp Inc (HCP) 8.98%
Essex Ppty Tr Inc (ESS) 5.08%
Avalonbay Cmntys Inc (AVB) 5.03%
Udr Inc (UDR) 4.56%
Camden Ppty Tr (CPT) 3.94%
Extra Space Storage Inc (EXR) 3.70%
Mid-Amer Apt Cmntys Inc (MAA) 3.48%
% of Total Holdings 66.30%

Sector Breakdown

Geographic Breakdown

Best Fit Real Estate Funds

See full rankings for Real Estate Funds