IWM vs IYR
iShares Russell 2000 ETF vs iShares US Real Estate ETF
IWM$297.64
iShares Russell 2000 ETF
US small-cap stocks (Russell 2000).
Expense: 0.19%Yield: 0.88%
IYR$103.42
iShares US Real Estate ETF
US real estate companies and REITs.
Expense: 0.38%Yield: 2.21%
Quick take
- • IWM has the lower expense ratio at 0.19% vs 0.38% for IYR.
- • IYR pays a higher dividend yield (2.21%).
Side-by-side metrics
| Metric | IWM | IYR |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.19% | 0.38% |
Dividend yield Trailing 12-month yield. | 0.88% | 2.21% |
AUM Assets under management — bigger funds are typically more liquid. | $82.97B | $4.67B |
YTD return | 19.72% | 10.33% |
1-year return | — | — |
3-year return Annualized. | — | — |
5-year return Annualized. | — | — |
10-year return Annualized. | — | — |
Beta (3Y) Volatility relative to the market. Closer to 1 = market-like. | 1.26 | 0.99 |
P/E ratio | 18.44 | 28.45 |
Last price | $297.64 | $103.42 |
Inception | — | — |
Issuer | iShares | iShares |
IWM top holdings
Top holdings · IWM
| MOG-A | Moog Inc Class A | 0.38% |
| HUT | Hut 8 Corp | 0.37% |
| VSAT | Viasat Inc | 0.35% |
| BTSG | BrightSpring Health Services Inc | 0.35% |
| CYTK | Cytokinetics Inc | 0.35% |
| MXL | MaxLinear Inc | 0.34% |
| AGX | Argan Inc | 0.34% |
| UMBF | UMB Financial Corp | 0.33% |
| FROG | JFrog Ltd Ordinary Shares | 0.31% |
| RIOT | Riot Platforms Inc | 0.30% |
Sector breakdown · IWM
Real Estate6.6%
Consumer Cyclical9.2%
Basic Materials4.4%
Consumer Defensive2.6%
Technology14.8%
Communication Services2.2%
Financial Services17.5%
Utilities2.7%
Industrials14.2%
Energy5.5%
Healthcare20.3%
IYR top holdings
Top holdings · IYR
| WELL | Welltower Inc | 10.83% |
| PLD | Prologis Inc | 8.73% |
| SPG | Simon Property Group Inc | 4.77% |
| EQIX | Equinix Inc | 4.55% |
| DLR | Digital Realty Trust Inc | 4.38% |
| O | Realty Income Corp | 4.27% |
| AMT | American Tower Corp | 3.85% |
| PSA | Public Storage | 3.72% |
| VTR | Ventas Inc | 3.19% |
| CBRE | CBRE Group Inc Class A | 2.92% |
Sector breakdown · IYR
Real Estate99.5%
Communication Services0.5%
About IWM
IWM (iShares Russell 2000 ETF) is US small-cap stocks (Russell 2000). Managed by iShares, the fund carries $83.0B in assets under management, an expense ratio of 0.19%, a dividend yield of 0.88%. Its largest holding is Moog Inc Class A (MOG-A), which represents 0.4% of the portfolio. Real Estate is the fund's largest sector exposure at 6.6%.
About IYR
IYR (iShares US Real Estate ETF) is US real estate companies and REITs. Managed by iShares, the fund carries $4.7B in assets under management, an expense ratio of 0.38%, a dividend yield of 2.21%. Its largest holding is Welltower Inc (WELL), which represents 10.8% of the portfolio. Real Estate is the fund's largest sector exposure at 99.5%.