RWRvsIYRETF Comparison
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State Street SPDR Dow Jones REIT ETF (RWR) and iShares U.S. Real Estate ETF (IYR) belong to the same industry segment: US Real Estate. RWR's top 1 sector exposures are Finance. In contrast, IYR's top sector exposures are Finance, Technology and Non-Corporate. RWR is less expensive with a Total Expense Ratio (TER) of 0.25%, versus 0.37% for IYR. RWR is up 11.56% year-to-date (YTD) with -$44M in YTD flows. IYR performs worse with 5.94% YTD performance, and -$561M in YTD flows. Run a side-by-side ETF comparison of RWR and IYR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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RWR vs IYR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | RWR IYR | +0.91%+1.87% | -9.00%-7.44% | +11.56%+5.94% | +8.57%+1.97% | +54.61%+43.25% | +13.31%+2.12% |
| Flows | RWR IYR | -$11M-$268M | +$88M-$384M | -$44M-$561M | +$23M+$249M | +$184M+$898M | +$52M-$1.96B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | RWR IYR | +12.08%+12.64% | +14.10%+14.14% | +16.69%+16.38% | +19.08%+18.81% |
| Max drawdown | RWR IYR | -12.41%-11.77% | -12.71%-11.77% | -18.77%-16.75% | -32.62%-33.67% |
| Max drawdown duration | RWR IYR | 91d91d | 93d91d | 434d514d | 1499d1621d |
Trading data
RWR | IYR | |
Last sale 10/28/2026 at 1:30 PM | $105.97 | $97.29 |
| Previous close 10/27/2026 | $106.98 | $97.97 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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RWR | IYR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/28/2026 at 1:30 PM
Live
Closed
RWR | IYR | |
|---|---|---|
| Last price | $105.97 | $97.29 |
| 1D performance | -0.94% | -0.69% |
| AuM | $1.80 B | $3.94 B |
| E/R | 0.25% | 0.37% |
Characteristics
RWR | IYR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | State Street Investment Management | iShares |
| Benchmark | Dow Jones U.S. Select REIT Capped Index | Dow Jones U.S. Real Estate Capped Index |
| N° of holdings | 95 | 60 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 23, 2001 | June 12, 2000 |
| ESG | No | No |
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Exposure
Countries
RWR
USA
99.01%
Other
0.99%
IYR
USA
99.95%
Other
0.05%
Sectors
RWR
Finance
99.01%
Other
0.99%
IYR
Finance
98.31%
Other
1.69%
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Diversification
RWR
Total weight of top 15 holdings out of 15
61.78%
IYR
Total weight of top 15 holdings out of 15
65.43%
Top 15 holdings
Data as of August 31, 2026
RWR
Welltower, Inc.
10.36%
Prologis, Inc.
9.95%
Equity Residential
4.63%
Equinix, Inc.
4.52%
Realty Income Corp.
4.42%
Digital Realty Trust, Inc.
4.34%
Simon Property Group, Inc.
4.31%
Ventas, Inc.
4.30%
Public Storage
4.21%
Extra Space Storage, Inc.
2.89%
Essex Property Trust, Inc.
1.77%
Kimco Realty Corp.
1.55%
Invitation Homes, Inc.
1.55%
W.P. Carey, Inc.
1.51%
Mid-America Apartment Communities, Inc.
1.46%
IYR
Welltower, Inc.
11.22%
Prologis, Inc.
9.13%
Digital Realty Trust, Inc.
4.75%
Equinix, Inc.
4.55%
Simon Property Group, Inc.
4.51%
Realty Income Corp.
4.21%
American Tower Corp.
4.12%
Public Storage
3.79%
Equity Residential
3.51%
Ventas, Inc.
3.26%
CBRE Group, Inc.
3.14%
Iron Mountain, Inc.
2.53%
Crown Castle, Inc.
2.45%
Extra Space Storage, Inc.
2.19%
VICI Properties, Inc.
2.06%
Frequently asked questions about RWR and IYR
How have the RWR and IYR ETFs performed in 2026?
As of October 27, 2026, RWR is up 11.56% year-to-date (YTD), while IYR has returned 5.94%. That puts RWR better performer ahead so far this year.
Which ETF is attracting more investor money: RWR or IYR?
Year-to-date, the RWR ETF saw -$44M in flows, compared to -$561M for IYR.
Which ETF is more volatile: RWR or IYR?
Over the past year, RWR had a volatility of 14.1%, while IYR experienced 14.14%.
Which ETF is bigger: RWR or IYR?
As of October 27, 2026, RWR holds $1.80 B in assets under management (AUM), while IYR manages $3.94 B.
What sectors do the RWR and IYR ETFs invest in?
RWR leans toward sectors like Finance. Meanwhile, IYR focuses on Finance.
What are the top holdings of the RWR ETF and IYR ETF?
RWR top holdings include Welltower, Inc., Prologis, Inc. and Equity Residential. IYR holds in its top three: Welltower, Inc., Prologis, Inc. and Digital Realty Trust, Inc..
Which ETF is more diversified: RWR or IYR?
RWR holds 95 securities with 61.78% of its assets in the top 15. IYR has 61 securities and a top 15 weight of 65.43%.
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Latest news about RWR & IYR
Exploring Sector Rotation: Value vs. Growth
August 5, 2024
IYR
Real Estate Sector Declines on Fed Minutes
May 27, 2024
IYR
Real Estate Sector Suffers Third Weekly Loss Amid Rising Treasury Yields
April 22, 2024
RWR
IYR
Real Estate ETFs Hit Again by the Rise in Treasury Yields
April 15, 2024
RWR
IYR
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Real Estate Sector Hit by Stronger-Than-Expected Inflation Data
March 19, 2024
RWR
IYR
Real Estate Sector Hit by Stronger-Than-Expected Inflation Data
March 19, 2024
RWR
IYR
Real Estate Sector Gains Momentum After Dovish Fed Comments
December 19, 2023
RWR
IYR
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