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IYR vs RWO

iShares U.S. Real Estate ETF vs State Street SPDR Dow Jones Global Real Estate ETF

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

RWO

State Street SPDR Dow Jones Global Real Estate ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$1.2B

Key differences

  • IYR costs 0.12% less per year.
  • IYR is significantly larger than RWO — 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

IYRRWO
Annual cost (TER)0.38%0.50%
Fund size (AUM)$4.1B$1.2B
Since20002008
Dividend yield2.19%3.28%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.7%+18.3%
CAGR 3Y+10.1%+10.7%
CAGR 5Y+3.7%+3.5%
Sharpe 3Y0.450.51
Volatility 1Y13.13%12.63%
Max drawdown-42.32%-43.27%

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

Similar to IYR and RWO