Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricREZVOOWinner
Expense Ratio0.48%0.03%
AUM$909M$979.0B
Dividend Yield1.99%1.09%
Holdings42509
YTD Return+17.49%+13.80%
1Y Return+19.82%+23.71%
3Y Return (annualized)+12.95%+21.50%
5Y Return (annualized)+4.28%+13.44%
Volatility (annualized)20.8%14.1%
Max Drawdown-70.3%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMay 1, 2007Sep 7, 2010

REZ vs VOO Performance

iShares Residential and Multisector Real Estate ETF (REZ) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year REZ returned +19.82% while VOO returned +23.71%. Year to date, REZ is up 17.49% versus a gain of 13.80% for VOO.

Over three years, REZ compounded at +12.95% per year against +21.50% for VOO; over five years the annualized figures are +4.28% and +13.44% respectively. Across the full 16-year window we track, VOO has the edge at +13.58% annualized vs +4.34%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

REZ has been the more volatile fund, with annualized monthly volatility of 20.8% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -70.3% for REZ and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

REZ charges 0.48% per year while VOO charges 0.03%. On a $10,000 position that is $48 vs $3 annually, a gap of $45 per year that compounds over a long holding period. On income, REZ currently yields 1.99% against 1.09% for VOO.

Holdings Overlap

0.7%overlap

REZ and VOO share 13 holdings out of 531 unique holdings combined, representing a 0.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in REZWeight in VOODifference
WELL23.75%0.25%23.50%
PSA9.08%0.08%9.00%
VTR7.92%0.07%7.85%
EXRProProPro
AVBProProPro
EQRProProPro
ESSProProPro
INVHProProPro
MAAProProPro
DOCProProPro
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Frequently Asked Questions

Which is cheaper, REZ or VOO?

REZ has an expense ratio of 0.48% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, REZ or VOO?

Over the past year REZ returned +19.82% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), REZ annualized +4.34% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, REZ or VOO?

REZ has been the more volatile fund at 20.8% annualized versus 14.1% for VOO. Worst drawdown: REZ -70.3% vs VOO -34.3%.

Should I hold both REZ and VOO?

REZ and VOO have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between REZ and VOO?

REZ and VOO share 13 common holdings with a 0.7% weight overlap. Combined, they hold 531 unique securities.

Which pays a higher dividend, REZ or VOO?

REZ yields 1.99% while VOO yields 1.09%, so REZ currently pays the higher dividend yield.

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