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RTH vs IYR

VanEck Retail ETF vs iShares U.S. Real Estate ETF

RTH

VanEck Retail ETF

Annual cost

0.35%

Fund size

$265M

IYR

iShares U.S. Real Estate ETF

Annual cost

0.38%

Fund size

$4.1B

Key differences

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

Side-by-side comparison

RTHIYR
Annual cost (TER)0.35%0.38%
Fund size (AUM)$265M$4.1B
Since20112000
Dividend yield0.90%2.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.4%+14.1%
CAGR 3Y+17.2%+10.4%
CAGR 5Y+10.1%+3.7%
Sharpe 3Y0.980.46
Volatility 1Y11.88%13.14%
Max drawdown-25.00%-42.32%

Similar to RTH and IYR