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USRT vs IWL

iShares Core U.S. REIT ETF vs iShares Russell Top 200 ETF

USRT

iShares Core U.S. REIT ETF

iShares

Annual cost

0.08%

Fund size

$3.8B

IWL

iShares Russell Top 200 ETF

iShares

Annual cost

0.15%

Fund size

$2.1B

Key differences

  • USRT costs 0.07% less per year.
  • Over the last 3 years, IWL has delivered higher annualized returns.

Side-by-side comparison

USRTIWL
Annual cost (TER)0.08%0.15%
Fund size (AUM)$3.8B$2.1B
Since20072009
Dividend yield2.65%0.86%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.7%+31.7%
CAGR 3Y+13.5%+24.3%
CAGR 5Y+6.5%+15.1%
Sharpe 3Y0.621.28
Volatility 1Y13.24%12.32%
Max drawdown-44.38%-32.71%

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

Similar to USRT and IWL