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RWO vs IYR

State Street SPDR Dow Jones Global Real Estate ETF vs iShares U.S. Real Estate ETF

RWO

State Street SPDR Dow Jones Global Real Estate ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$1.2B

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

Key differences

  • IYR costs 0.12% less per year.
  • IYR is significantly larger than RWO — larger funds tend to be 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

RWOIYR
Annual cost (TER)0.50%0.38%
Fund size (AUM)$1.2B$4.1B
Since20082000
Dividend yield3.28%2.19%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+18.3%+13.7%
CAGR 3Y+10.7%+10.1%
CAGR 5Y+3.5%+3.7%
Sharpe 3Y0.510.45
Volatility 1Y12.63%13.13%
Max drawdown-43.27%-42.32%

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

Similar to RWO and IYR