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REM vs REET

iShares Mortgage Real Estate Capped ETF vs iShares Global REIT ETF

REM

iShares Mortgage Real Estate Capped ETF

iShares

Annual cost

0.48%

Fund size

$580M

REET

iShares Global REIT ETF

iShares

Annual cost

0.14%

Fund size

$4.8B

Key differences

  • REET costs 0.34% less per year.
  • REET is significantly larger than REM — larger funds tend to be more liquid and less likely to close.
  • REM covers north america markets; REET covers global.
  • REM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

REMREET
Annual cost (TER)0.48%0.14%
Fund size (AUM)$580M$4.8B
Since20072014
Dividend yield8.60%3.36%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+14.5%+17.6%
CAGR 3Y+10.2%+10.3%
CAGR 5Y-1.7%+3.6%
Sharpe 3Y0.400.48
Volatility 1Y16.86%12.04%
Max drawdown-68.52%-44.59%

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

Similar to REM and REET