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USRT vs RWR

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

USRT

iShares Core U.S. REIT ETF

iShares

Annual cost

0.08%

Fund size

$3.8B

RWR

State Street SPDR Dow Jones REIT ETF

State Street Investment Management

Annual cost

0.25%

Fund size

$1.8B

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

USRTRWR
Annual cost (TER)0.08%0.25%
Fund size (AUM)$3.8B$1.8B
Since20072001
Dividend yield2.65%3.40%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.9%+21.1%
CAGR 3Y+13.1%+12.5%
CAGR 5Y+6.4%+5.6%
Sharpe 3Y0.600.57
Volatility 1Y13.23%13.33%
Max drawdown-44.38%-44.39%

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

Similar to USRT and RWR