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REAI vs TLT

Intelligent Real Estate ETF vs iShares 20+ Year Treasury Bond ETF

REAI

Intelligent Real Estate ETF

Annual cost

0.59%

Fund size

$1M

TLT

iShares 20+ Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$42.9B

Key differences

  • TLT costs 0.44% less per year.
  • TLT is significantly larger than REAI — larger funds tend to be more liquid and less likely to close.
  • REAI is classified as equity, while TLT is fixed income — different risk/return profiles.
  • REAI follows a active selection strategy; TLT uses index tracking.
  • TLT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

REAITLT
Annual cost (TER)0.59%0.15%
Fund size (AUM)$1M$42.9B
Since20232002
Dividend yield3.21%4.57%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+19.6%+5.5%
CAGR 3YN/A-1.6%
CAGR 5YN/A-5.8%
Sharpe 3YN/A-0.30
Volatility 1Y15.41%9.95%
Max drawdown-22.28%-48.35%

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