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RWX vs IYR

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

RWX

State Street SPDR Dow Jones International Real Estate ETF

State Street Investment Management

Annual cost

0.59%

Fund size

$274M

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

Key differences

  • IYR costs 0.21% less per year.
  • IYR is significantly larger than RWX — larger funds tend to be more liquid and less likely to close.
  • RWX is classified as alternative, while IYR is equity — different risk/return profiles.
  • RWX covers global markets; IYR covers north america.
  • Over the last 3 years, IYR has delivered higher annualized returns.
  • IYR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RWXIYR
Annual cost (TER)0.59%0.38%
Fund size (AUM)$274M$4.1B
Since20062000
Dividend yield3.60%2.19%
Asset classalternativeequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.1%+13.7%
CAGR 3Y+5.2%+10.1%
CAGR 5Y-1.4%+3.7%
Sharpe 3Y0.180.45
Volatility 1Y13.20%13.13%
Max drawdown-43.37%-42.32%

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

Similar to RWX and IYR