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IYY vs USRT

iShares Dow Jones U.S. ETF vs iShares Core U.S. REIT ETF

IYY

iShares Dow Jones U.S. ETF

iShares

Annual cost

0.20%

Fund size

$2.9B

USRT

iShares Core U.S. REIT ETF

iShares

Annual cost

0.08%

Fund size

$3.8B

Key differences

  • USRT costs 0.12% less per year.
  • Over the last 3 years, IYY has delivered higher annualized returns.
  • IYY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYYUSRT
Annual cost (TER)0.20%0.08%
Fund size (AUM)$2.9B$3.8B
Since20002007
Dividend yield0.91%2.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.4%+21.7%
CAGR 3Y+22.8%+13.5%
CAGR 5Y+13.4%+6.5%
Sharpe 3Y1.210.62
Volatility 1Y12.15%13.24%
Max drawdown-34.90%-44.38%

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

Similar to IYY and USRT