Skip to content
Beacon
Screener

RWR vs USRT

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

RWR

State Street SPDR Dow Jones REIT ETF

State Street Investment Management

Annual cost

0.25%

Fund size

$1.8B

USRT

iShares Core U.S. REIT ETF

iShares

Annual cost

0.08%

Fund size

$3.8B

Key differences

  • USRT costs 0.17% less per year.
  • RWR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RWRUSRT
Annual cost (TER)0.25%0.08%
Fund size (AUM)$1.8B$3.8B
Since20012007
Dividend yield3.40%2.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.1%+20.9%
CAGR 3Y+12.5%+13.1%
CAGR 5Y+5.6%+6.4%
Sharpe 3Y0.570.60
Volatility 1Y13.33%13.23%
Max drawdown-44.39%-44.38%

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

Similar to RWR and USRT