Compare · 2 funds side by side · dividends reinvested

IYR and RWR

IYRiShares×RWRSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,973RWR · best of the two

02 / 04

IYR and RWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.34%+17.8%+18.8%+17.5%+3.7%−12.8%14.2%$1.8B1.1

iShares U.S. Real Estate ETFSectors · Real estate0.37%2.33%+10.6%+10.5%+13.4%+1.0%−11.8%14.4%$4.1B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IYR 2000 · RWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Real Estate ETF · $4.1B$10,515

IYR

RWR

State Street SPDR Dow Jones REIT ETF · $1.8B$11,973

$10,000 five years ago, dividends reinvested · they hold 73.7% in common

IYRMeasureRWR

+10.6%Year to dateJan 1 → Nov 5+17.8%

+10.5%1 yearTotal return+18.8%

+13.4%3 years · per year$10,000 became $14,602 · $16,229+17.5%

+1.0%5 years · per year$10,000 became $10,515 · $11,973+3.7%

0.37%Expense ratio$37 · $25 a year on $10k · lower is better0.25%

2.33%Trailing 12-mo yield$233 · $334 a year on $10k3.34%

−11.8%Worst dropSmaller is better−12.8%

14.4%VolatilityLower is calmer14.2%

IYRRWR Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7RWR wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IYR vs RWR: Top 5 Holdings

Today

IYR

33.1%in top 5

RWR

in top 534.1%

IYRStockRWR

10.2%WELL10.3%

8.6%PLD9.4%

not top 5PSA5.1%

5.0%AMTnot top 5

4.8%SPG4.9%

4.6%EQIX4.4%

Held in common73.7%

End-of-day Nov 5, 2026 · share of each fund

IYR vs RWR Returns, Every Period

iSharesIYR

+1.0%

5 years, per year

RWRSPDR

+3.7%

5 years, per year

IYRRWRFaded: behind in that period

0–4RWR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IYR vs RWR

YTD

iSharesIYR

+10.6%

RWRSPDR

+17.8%

+10.6%Year to date+17.8%

−11.8%Worst drop · 1Y−12.8%

14.4%Volatility · 1Y14.2%

2.3%Yield3.3%

$4.1BAssets$1.8B

3–1RWR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IYR, RWR

Today

0.25%lowest, RWR

FundExpense ratioFee$10k

RWR0.25%$25

IYR0.37%$37

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IYR, RWR

3.34%highest, RWR

FundTrailing yieldYield$10k

RWR3.34%$334

IYR2.33%$233

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$309most kept, RWR

RWR$334 − $25 = $309

IYR$233 − $37 = $196

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IYR, RWR

Today

73.7%most shared, IYR and RWR

IYRRWR

IYR—73.7%

RWR73.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.8%RWR, at 14.2% volatility

RWRWorst drop−12.8%14.2% vol

IYRWorst drop−11.8%14.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

RWRIYR

+17.8%Year to date+10.6%

3.3%Yield2.3%

+18.8%Past year+10.5%

0.25%Fee0.37%

4–0RWR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026