REET vs SCZ: Holdings Overlap
iShares · 347 holdings · $5.1B · as of 2026-04-30
SCZiShares MSCI EAFE Small-Cap ETF
iShares · 2044 holdings · $13.5B · as of 2026-04-30
How similar are REET and SCZ?
iShares Global REIT ETF (REET, by iShares) holds 347 positions; iShares MSCI EAFE Small-Cap ETF (SCZ, by iShares) holds 2044. They have 130 holdings in common, and by portfolio weight the two funds are 6.6% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 6.6%Sum of the smaller weight of each shared holding
- Shared Holdings
- 130REET holds 347 · SCZ holds 2044
- Weight in Shared Holdings
- REET 13%·SCZ 7%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in REET
217 of 347 positions (86.3% of the fund) are not held by SCZ. Showing the top 30 by weight.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| REET | +0.4% | +14.5% | +17.8% | +10.2% | +2.7% | +4.0% | 3.29% |
| SCZ | +4.1% | +13.5% | +20.2% | +16.6% | +5.9% | +8.6% | 3.07% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in REET vs SCZ →
Shared Holdings(130)
The top 10 shared positions account for 24% of the overlap, led by AED, MRL and CHC.
 AEDAedifica SA | 0.39% | 0.19% | 0.19% |
|---|---|---|---|
 MRLMerlin Properties Socimi SA | 0.40% | 0.19% | 0.19% |
 CHCCharter Hall Group | 0.38% | 0.18% | 0.18% |
 GPTGPT Group/The | 0.37% | 0.18% | 0.18% |
 LMPLondonMetric Property PLC | 0.32% | 0.16% | 0.16% |
 BLNDBritish Land Co PLC/The | 0.29% | 0.15% | 0.15% |
 8953Japan Metropolitan Fund Invest | 0.28% | 0.15% | 0.15% |
 WDPWarehouses De Pauw CVA | 0.27% | 0.14% | 0.14% |
| AUSTRALIAN DOLLAR | 0.14% | 0.14% | 0.14% |
 8952Japan Real Estate Investment Corp | 0.28% | 0.13% | 0.13% |
 MGRMirvac Group | 0.27% | 0.13% | 0.13% |
 DXSDexus | 0.26% | 0.13% | 0.13% |
 BBOXTritax Big Box REIT PLC | 0.28% | 0.13% | 0.13% |
 8972KDX Realty Investment Corp | 0.21% | 0.12% | 0.12% |
 3462Nomura Real Estate Master Fund Inc | 0.24% | 0.11% | 0.11% |
 3281GLP J-Reit | 0.21% | 0.11% | 0.11% |
 KDCREITKeppel DC REIT | 0.20% | 0.11% | 0.11% |
 3283Nippon Prologis REIT Inc | 0.23% | 0.10% | 0.10% |
 8984Daiwa House REIT Investment Corp | 0.18% | 0.10% | 0.10% |
 8960United Urban Investment Corp | 0.20% | 0.10% | 0.10% |
 MLTMapletree Logistics Trust | 0.18% | 0.09% | 0.09% |
 8954Orix JREIT Inc | 0.19% | 0.09% | 0.09% |
 PHPPrimary Health Properties PLC | 0.18% | 0.09% | 0.09% |
 MINTMapletree Industrial Trust | 0.18% | 0.09% | 0.09% |
 8963Invincible Investment Corp | 0.16% | 0.08% | 0.08% |
Frequently Asked Questions
How much do REET and SCZ overlap?
REET and SCZ overlap by 6.6% of portfolio weight. They share 130 holdings (REET holds 347 positions and SCZ holds 2044), based on each fund's latest SEC-reported holdings.
Is it redundant to own both REET and SCZ?
The two portfolios are 6.6% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of REET and SCZ?
The largest positions held by both funds are AED, MRL, CHC, GPT and LMP. Together the top 10 shared positions account for 24% of the total overlap.
What does REET own that SCZ doesn't?
217 positions (86.3% of REET) are unique to REET, led by WELL, PLD and EQIX. In the other direction, 1914 positions (92.6% of SCZ) are unique to SCZ.