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IYR vs IWR

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

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

IWR

iShares Russell Mid-Cap ETF

iShares

Annual cost

0.18%

Fund size

$52.6B

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

IYRIWR
Annual cost (TER)0.38%0.18%
Fund size (AUM)$4.1B$52.6B
Since20002001
Dividend yield2.19%1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.1%+23.2%
CAGR 3Y+10.4%+17.3%
CAGR 5Y+3.7%+8.5%
Sharpe 3Y0.460.86
Volatility 1Y13.14%13.52%
Max drawdown-42.32%-40.59%

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

Similar to IYR and IWR