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IWL vs USRT

iShares Russell Top 200 ETF vs iShares Core U.S. REIT ETF

IWL

iShares Russell Top 200 ETF

iShares

Annual cost

0.15%

Fund size

$2.1B

USRT

iShares Core U.S. REIT ETF

iShares

Annual cost

0.08%

Fund size

$3.8B

Key differences

  • USRT costs 0.07% less per year.
  • Over the last 3 years, IWL has delivered higher annualized returns.

Side-by-side comparison

IWLUSRT
Annual cost (TER)0.15%0.08%
Fund size (AUM)$2.1B$3.8B
Since20092007
Dividend yield0.86%2.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.7%+21.7%
CAGR 3Y+24.3%+13.5%
CAGR 5Y+15.1%+6.5%
Sharpe 3Y1.280.62
Volatility 1Y12.32%13.24%
Max drawdown-32.71%-44.38%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IWL and USRT