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IYR vs RWR

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

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

RWR

State Street SPDR Dow Jones REIT ETF

State Street Investment Management

Annual cost

0.25%

Fund size

$1.8B

Key differences

  • RWR costs 0.13% less per year.
  • Over the last 3 years, RWR has delivered higher annualized returns.

Side-by-side comparison

IYRRWR
Annual cost (TER)0.38%0.25%
Fund size (AUM)$4.1B$1.8B
Since20002001
Dividend yield2.19%3.40%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.7%+21.1%
CAGR 3Y+10.1%+12.5%
CAGR 5Y+3.7%+5.6%
Sharpe 3Y0.450.57
Volatility 1Y13.13%13.33%
Max drawdown-42.32%-44.39%

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

Similar to IYR and RWR