Advertisement
REET vs REZ
Which ETF would AI Choose? iShares Global REIT ETF (REET) vs. iShares Residential and Multisector Real Estate ETF (REZ)
Key Takeaways
- Exposure difference: REET tracks a broad global real estate index, while REZ is a concentrated, U.S.-only portfolio focused on residential, healthcare, and self-storage real estate.
- Cost structure: REET charges a 0.14% expense ratio, roughly one-third of REZ's 0.48% fee, giving REET a clear cost advantage for long-term investors.
- Diversification vs. concentration: REET holds roughly 350 securities across dozens of countries, whereas REZ holds about 40 names with Welltower (WELL) at nearly a quarter of the fund.
- Risk profile: REZ's single-stock and subsector concentration creates meaningfully higher idiosyncratic risk than REET's globally diversified approach.
- Thematic positioning: REZ offers a purer play on senior housing and apartment demand, while REET adds industrial, data center, retail, and international exposure.
- Tickeron AI Verdict: REET is the preferred choice, reflecting superior cost efficiency, broader diversification, and a more balanced risk profile.
Introduction
Real estate investment trusts (REITs) have returned to the center of investor attention as interest-rate expectations and demographic shifts reshape the sector. Within this space, iShares Global REIT ETF (REET) and iShares Residential and Multisector Real Estate ETF (REZ) are frequently compared, yet they serve very different purposes. They are not direct competitors; rather, they represent alternative ways to express a real estate allocation. REET delivers broad, global, multi-property-type exposure, while REZ concentrates on U.S. residential, healthcare, and self-storage subsectors. Understanding these structural differences is essential before choosing between them in the current market environment.
iShares Global REIT ETF (REET) Overview
REET seeks to track the FTSE EPRA Nareit Global REIT Index, a benchmark of publicly listed REITs and real estate operating companies across both developed and emerging markets. It is a passively managed, broadly diversified fund holding roughly 350 securities and managing approximately $4.6 billion in assets under management (AUM, the total market value of assets a fund oversees). The fund carries a low net expense ratio of 0.14%.
Its largest positions include WELL (Welltower), PLD (Prologis), EQIX (Equinix), SPG (Simon Property Group), and DLR (Digital Realty). By sector, REET spans retail, industrial, healthcare, data center, multifamily, office, and self-storage REITs. Geographically, the United States represents roughly 70% of the portfolio, with meaningful allocations to Australia, Japan, the United Kingdom, and Singapore. This breadth makes REET a core building block for investors seeking diversified real estate exposure with minimal single-country or single-property-type risk.
iShares Residential and Multisector Real Estate ETF (REZ) Overview
REZ tracks the FTSE Nareit All Residential Capped Index, a benchmark composed of U.S. residential, healthcare, and self-storage real estate equities. It is a passively managed, non-diversified fund holding roughly 40 securities and managing approximately $800 million in AUM. Its net expense ratio is 0.48%, notably higher than REET's fee.
REZ is dominated by WELL (Welltower), which accounts for roughly 23% of assets. Other significant holdings include PSA (Public Storage), VTR (Ventas), EXR (Extra Space Storage), AVB (AvalonBay Communities), and EQR (Equity Residential). By allocation, healthcare REITs account for nearly half the fund, followed by residential REITs and specialized REITs. This concentrated, U.S.-centric design makes REZ a tactical tool for investors with a strong conviction in senior housing, apartments, and self-storage rather than a diversified core holding.
Industry and Thematic Backdrop
Both funds operate within a real estate sector shaped by powerful, durable forces. Aging demographics continue to support senior housing operators such as Welltower and Ventas, a theme that directly benefits REZ's healthcare-heavy portfolio. Meanwhile, persistent housing affordability challenges sustain demand for rental apartments and single-family rentals, underpinning many REZ holdings.
REET captures these trends while also adding exposure to industrial logistics, data centers, and retail, where e-commerce, cloud computing, and artificial intelligence-driven infrastructure spending are influential catalysts. Interest-rate expectations remain the dominant macro variable for the entire asset class: REITs are sensitive to financing costs and compete with bond yields for income-seeking capital. A higher-for-longer rate environment has pressured valuations in recent cycles, while any easing tends to support the sector broadly. Investors should weigh these crosscurrents when comparing the two funds' relative positioning.
Performance and Positioning Comparison
In recent weeks and over recent market cycles, REZ's concentrated healthcare and residential tilt has allowed it to capture momentum in senior housing and apartment names, driven by demographic tailwinds and resilient rental demand. However, that same concentration means REZ's performance is heavily tied to a handful of stocks—most notably Welltower, whose weight amplifies both gains and losses.
REET has participated in the broader real estate recovery through its industrial, data center, and retail exposures, while its international holdings add a diversification buffer against any single U.S. subsector cooling. Relative to REZ, REET tends to exhibit lower single-stock volatility and smoother sector-level performance, though it may lag when the specific subsectors REZ targets outperform. From a relative positioning standpoint, REET offers breadth and resilience, while REZ offers higher conviction but correspondingly higher concentration risk.
AI Screener
Tickeron's AI Screener is an AI-powered stock and ETF discovery tool designed to help traders and investors filter the market based on technical patterns, fundamentals, trends, volatility, and AI-driven signals. Users can scan thousands of stocks and ETFs using customizable filters such as industry, market capitalization, technical indicators, price patterns, and performance metrics. The screener helps identify trade ideas, trending stocks, breakout candidates, and market opportunities far more efficiently than manual screening. For investors comparing funds like REET and REZ, the AI Screener can surface actionable, data-driven insights to support better-informed decisions.
Tickeron AI Verdict
Based on structural strength, cost efficiency, diversification profile, and risk exposure, Tickeron's AI would currently favor REET over REZ. REET's 0.14% expense ratio, approximately 350 holdings, and global footprint provide a materially lower-cost, better-diversified vehicle for real estate exposure, while its exposure to industrial, data center, and retail REITs adds balance against any single subsector's downturn. REZ offers a purer, higher-conviction bet on healthcare and residential real estate, and its momentum in those areas is notable, but its 23% weight in one issuer and 0.48% fee elevate concentration risk relative to expected reward. The AI verdict therefore leans toward REET as the more structurally efficient and risk-balanced choice for most investors, while acknowledging REZ as a viable tactical tool for those seeking concentrated subsector exposure.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is REET is a Buy and REZ is a Hold.
REET in upward trend: price rose above 50-day moving average on October 30, 2026
REET moved above its 50-day moving average on October 30, 2026 date and that indicates a change from a downward trend to an upward trend. In 42 of 48 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 88%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 15, 2026. You may want to consider a long position or call options on REET as a result. In 66 of 82 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 80%.
The Moving Average Convergence Divergence (MACD) for REET just turned positive on October 09, 2026. Looking at past instances where REET's MACD turned positive, the stock continued to rise in 41 of 47 cases over the following month. The odds of a continued upward trend are 87%.
The 10-day moving average for REET crossed bullishly above the 50-day moving average on November 04, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 14 of 17 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 82%.
Following a +2.77% 3-day Advance, the price is estimated to grow further. Considering data from situations where REET advanced for three days, in 247 of 307 cases, the price rose further within the following month. The odds of a continued upward trend are 80%.
The Aroon Indicator entered an Uptrend today. In 252 of 328 cases where REET Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 77%.
Bearish Trend Analysis
The 10-day RSI Indicator for REET moved out of overbought territory on November 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 24 similar instances where the indicator moved out of overbought territory. In 22 of the 24 cases, the stock moved lower in the following days. This puts the odds of a move lower at 90%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 48 of 65 cases where REET's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 74%.
The 50-day moving average for REET moved below the 200-day moving average on October 26, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where REET declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 81%.
REET broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
REZ in -1.43% downward trend, falling for three consecutive days on November 12, 2026
Moving lower for three straight days is viewed as a bearish sign. Keep an eye on this stock for future declines. Considering data from situations where REZ declined for three days, in 242 of 287 cases, the price declined further within the following month. The odds of a continued downward trend are 84%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The 10-day RSI Indicator for REZ moved out of overbought territory on November 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 31 similar instances where the indicator moved out of overbought territory. In 25 of the 31 cases, the stock moved lower in the following days. This puts the odds of a move lower at 81%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 53 of 66 cases where REZ's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 80%.
REZ broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 15, 2026. You may want to consider a long position or call options on REZ as a result. In 64 of 76 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 84%.
The Moving Average Convergence Divergence (MACD) for REZ just turned positive on October 12, 2026. Looking at past instances where REZ's MACD turned positive, the stock continued to rise in 46 of 51 cases over the following month. The odds of a continued upward trend are 90%.
REZ moved above its 50-day moving average on October 30, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for REZ crossed bullishly above the 50-day moving average on November 02, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 22 of 25 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 88%.
Following a +3.43% 3-day Advance, the price is estimated to grow further. Considering data from situations where REZ advanced for three days, in 267 of 311 cases, the price rose further within the following month. The odds of a continued upward trend are 86%.
The Aroon Indicator entered an Uptrend today. In 219 of 281 cases where REZ Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 78%.
| REET | REZ | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 90% | 3 days ago 81% |
| Stochastic ODDS (%) | 3 days ago 74% | 3 days ago 80% |
| Momentum ODDS (%) | 3 days ago 80% | 3 days ago 84% |
| MACD ODDS (%) | 6 days ago 87% | 5 days ago 90% |
| TrendWeek ODDS (%) | 3 days ago 81% | 3 days ago 82% |
| TrendMonth ODDS (%) | 3 days ago 79% | 3 days ago 84% |
| Advances ODDS (%) | 12 days ago 80% | 12 days ago 86% |
| Declines ODDS (%) | 3 days ago 81% | 4 days ago 84% |
| BollingerBands ODDS (%) | 3 days ago 79% | 3 days ago 83% |
| Aroon ODDS (%) | 3 days ago 77% | 3 days ago 78% |
Advertisement
REET and
Correlation & Price change
A.I.dvisor indicates that over the last year, REET has been closely correlated with PLD. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if REET jumps, then PLD could also see price increases.
| Ticker / NAME | Correlation To REET | 1D Price Change % | ||
|---|---|---|---|---|
| REET | 100% | -0.07% | ||
| PLD - REET | 76% Closely correlated | +0.09% | ||
| KIM - REET | 74% Closely correlated | +0.35% | ||
| EXR - REET | 74% Closely correlated | +0.19% | ||
| SPG - REET | 73% Closely correlated | -0.27% | ||
| O - REET | 73% Closely correlated | -0.74% | ||
More | ||||