REZ ETF ANALYSIS

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REZ ETF FUNDAMENTALS
REZ ETF PERFORMANCE

REZ ISSUER

BlackRock Fund Advisors (BFA) is the issuer of the iShares Residential and Multisector Real Estate ETF (REZ). This ETF aims to track the performance of the FTSE Nareit All Residential Capped Index, which measures the performance of various sectors within the U.S. real estate market, including residential apartments, manufactured homes, healthcare, and self-storage real estate. To be included in the index, companies must have a market capitalization greater than US $100 million. The ETF employs an indexing approach, striving to replicate the index's performance without trying to outperform it, thus offering investors exposure to the residential and multisector real estate segments of the U.S. equity market with a focus on cost-efficiency and reduced risks associated with active management.

REZ DIVIDEND

The iShares Residential and Multisector Real Estate ETF (REZ) focuses on tracking the investment results of the FTSE Nareit All Residential Capped Index. This index measures the performance of various real estate sectors within the U.S. equity market, including residential apartments, manufactured homes, healthcare, and self-storage. Companies with a market capitalization greater than US $100 million are eligible for inclusion in the index. As of March 31, 2023, a significant portion of the index comprises real estate investment trusts (REITs). REZ employs a representative sampling indexing strategy, aiming to achieve an investment profile similar to the underlying index. While dividend distribution isn't the primary focus of this ETF, investors can expect potential dividend returns based on the performance and policies of the underlying index constituents.

REZ TRACKING

Central to the REZ (Real Estate Zenith) ETF's strategy is its meticulous tracking of the performance of the FTSE Nareit All Residential Capped Index. REZ achieves this by investing in a diversified portfolio of real estate investment trusts (REITs) focused on the residential real estate sector. By closely aligning with the index, which includes companies engaged in the ownership and management of residential rental properties, REZ provides investors with a targeted approach to gain exposure to the dynamics and trends within the residential real estate market. The ETF's effective tracking of the index positions it as a valuable option for those seeking investment opportunities in the residential real estate segment.

REZ CORRELATION

The correlation aspect of the iShares Residential and Multisector Real Estate ETF (REZ) is primarily related to its tracking of the FTSE Nareit All Residential Capped Index, which measures the performance of various real estate sectors in the U.S. equity market. Due to its focus on residential apartments, manufactured homes, healthcare, and self-storage real estate, REZ's correlation is influenced by the performance of these specific sectors. Investors often study REZ's correlation to gauge the performance of the residential real estate market as a whole.

REZ SECTOR

The iShares Residential and Multisector Real Estate ETF (REZ) focuses on tracking the performance of the FTSE Nareit All Residential Capped Index, which encompasses the residential apartments, manufactured homes, healthcare, and self-storage real estate sectors of the U.S. equity market. This ETF primarily invests in companies with a market capitalization greater than US $100 million. As of March 31, 2023, a significant portion of the Underlying Index is comprised of real estate investment trusts (REITs). The fund follows an indexing approach and aims to replicate the performance of its benchmark while maintaining a relatively low turnover rate. By concentrating on the residential and multisector real estate sectors, REZ offers investors exposure to diverse real estate opportunities within the U.S. market.

REZ EXPOSURE

The exposure characteristic of the iShares Residential and Multisector Real Estate ETF (REZ) is centered around the performance of the FTSE Nareit All Residential Capped Index, which measures the residential apartments, manufactured homes, healthcare, and self-storage real estate sectors within the U.S. equity market. To be included in the Underlying Index, companies must have a full market capitalization greater than US $100 million. As of March 31, 2023, a significant portion of the Underlying Index is represented by real estate investment trusts (REITs), but the components of the Underlying Index may change over time.

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