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REZ vs IWB

iShares Residential and Multisector Real Estate ETF vs iShares Russell 1000 ETF

REZ

iShares Residential and Multisector Real Estate ETF

iShares

Annual cost

0.48%

Fund size

$843M

IWB

iShares Russell 1000 ETF

iShares

Annual cost

0.15%

Fund size

$46.2B

Key differences

  • IWB costs 0.33% less per year.
  • IWB is significantly larger than REZ — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IWB has delivered higher annualized returns.
  • IWB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

REZIWB
Annual cost (TER)0.48%0.15%
Fund size (AUM)$843M$46.2B
Since20072000
Dividend yield2.10%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.6%+29.9%
CAGR 3Y+12.1%+22.7%
CAGR 5Y+5.8%+13.5%
Sharpe 3Y0.541.21
Volatility 1Y14.19%12.07%
Max drawdown-44.15%-34.60%

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

Similar to REZ and IWB