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Screener

REAI vs IYR

Intelligent Real Estate ETF vs iShares U.S. Real Estate ETF

REAI

Intelligent Real Estate ETF

Annual cost

0.59%

Fund size

$1M

IYR

iShares U.S. Real Estate ETF

Annual cost

0.38%

Fund size

$4.9B

Key differences

Both REAI and IYR are equity ETFs. REAI charges 0.59% a year and IYR 0.38%. The main difference: REAI follows a active selection strategy; IYR uses index tracking.

  • REAI follows a active selection strategy; IYR uses index tracking.
  • IYR costs 0.21% less per year.
  • IYR is much larger than REAI. Larger funds are usually 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

REAIIYR
Annual cost (TER)0.59%0.38%
Fund size (AUM)$1M$4.9B
Since20232000
Dividend yield3.21%2.22%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+12.8%+12.0%
CAGR 3YN/A+9.6%
CAGR 5YN/A+2.7%
Sharpe 3YN/A0.42
Volatility 1Y15.47%13.58%
Max drawdown-22.28%-42.32%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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