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IYR vs REM

iShares U.S. Real Estate ETF vs iShares Mortgage Real Estate Capped ETF

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

REM

iShares Mortgage Real Estate Capped ETF

iShares

Annual cost

0.48%

Fund size

$580M

Key differences

  • IYR costs 0.10% less per year.
  • IYR is significantly larger than REM — larger funds tend to be more liquid and less likely to close.
  • IYR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYRREM
Annual cost (TER)0.38%0.48%
Fund size (AUM)$4.1B$580M
Since20002007
Dividend yield2.19%8.60%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.7%+14.5%
CAGR 3Y+10.1%+10.2%
CAGR 5Y+3.7%-1.7%
Sharpe 3Y0.450.40
Volatility 1Y13.13%16.86%
Max drawdown-42.32%-68.52%

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

Similar to IYR and REM