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RWR and IYR share 73.9% of their holdings.
| Side by side | RWR | IYR |
|---|---|---|
| Strategy | Sectors · Real estate | Sectors · Real estate |
| Expense ratio | 0.25% | 0.37% |
| Cost per year on $10k | $25 | $37 |
| Trailing 12-mo yield | 3.48% | 2.40% |
| Income per year on $10k | $348 | $240 |
| YTD | +13.0% | +7.6% |
| 1 year | +12.1% | +5.7% |
| 3 years · per year | +15.1% | +12.6% |
| 5 years · per year | +2.8% | +0.7% |
| Worst drop · 1Y | −12.8% | −11.8% |
| Volatility · 1Y | 14.0% | 14.2% |
| Holdings | 97 | 58 |
| Assets | $1.8B | $4.0B |
| Leverage | None | None |
| Since | 2001 | 2000 |
Highlighted = best in the row. Returns include dividends.