Screener
IDGT vs RWR
iShares U.S. Digital Infrastructure and Real Estate ETF vs State Street SPDR Dow Jones REIT ETF
Key differences
IDGT is an equity ETF, while RWR is a fixed income ETF. IDGT charges 0.39% a year and RWR 0.25%.
- IDGT is an equity fund, while RWR is a fixed income fund. They carry different risk/return profiles.
- RWR costs 0.14% less per year.
- RWR is much larger than IDGT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IDGT has delivered higher annualized returns.
Side-by-side comparison
| IDGT | RWR | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.25% |
| Fund size (AUM) | $451M | $1.8B |
| Since | 2001 | 2001 |
| Dividend yield | 0.73% | 3.39% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +55.1% | +18.2% |
| CAGR 3Y | +24.0% | +12.7% |
| CAGR 5Y | +13.1% | +5.1% |
| Sharpe 3Y | 0.96 | 0.58 |
| Volatility 1Y | 20.98% | 13.48% |
| Max drawdown | -36.88% | -44.39% |
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