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RWR vs IYR

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

RWR

State Street SPDR Dow Jones REIT ETF

State Street Investment Management

Annual cost

0.25%

Fund size

$1.8B

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

Key differences

  • RWR costs 0.13% less per year.
  • Over the last 3 years, RWR has delivered higher annualized returns.

Side-by-side comparison

RWRIYR
Annual cost (TER)0.25%0.38%
Fund size (AUM)$1.8B$4.1B
Since20012000
Dividend yield3.40%2.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.1%+13.7%
CAGR 3Y+12.5%+10.1%
CAGR 5Y+5.6%+3.7%
Sharpe 3Y0.570.45
Volatility 1Y13.33%13.13%
Max drawdown-44.39%-42.32%

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

Similar to RWR and IYR