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IWR vs IYR

iShares Russell Mid-Cap ETF vs iShares U.S. Real Estate ETF

IWR

iShares Russell Mid-Cap ETF

iShares

Annual cost

0.18%

Fund size

$52.6B

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

Key differences

  • IWR costs 0.20% less per year.
  • IWR is significantly larger than IYR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IWR has delivered higher annualized returns.

Side-by-side comparison

IWRIYR
Annual cost (TER)0.18%0.38%
Fund size (AUM)$52.6B$4.1B
Since20012000
Dividend yield1.19%2.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.2%+14.1%
CAGR 3Y+17.3%+10.4%
CAGR 5Y+8.5%+3.7%
Sharpe 3Y0.860.46
Volatility 1Y13.52%13.14%
Max drawdown-40.59%-42.32%

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

Similar to IWR and IYR