IYR vs WCLD

iShares US Real Estate ETF vs WisdomTree Cloud Computing Fund

Quick take
  • • IYR has the lower expense ratio at 0.37% vs 0.45% for WCLD.
  • • IYR pays a higher dividend yield (2.39%).

Side-by-side metrics

MetricIYRWCLD
Expense ratio
Annual fee. Lower is better.
0.37%0.45%
Dividend yield
Trailing 12-month yield.
2.39%0.00%
AUM
Assets under management — bigger funds are typically more liquid.
$4.03B$312M
YTD return
11.57%18.42%
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.
0.921.03
P/E ratio
26.2932.82
Last price
$102.52$41.94
Inception
——
Issuer
iSharesWisdomTree

IYR top holdings

Top holdings · IYR
WELLWelltower Inc10.05%
PLDPrologis Inc8.75%
AMTAmerican Tower Corp4.99%
SPGSimon Property Group Inc4.76%
EQIXEquinix Inc4.57%
DLRDigital Realty Trust Inc4.52%
PSAPublic Storage4.20%
ORealty Income Corp4.14%
VMRKVivmark Residential3.43%
VTRVentas Inc3.34%
Sector breakdown · IYR
Real Estate99.5%
Communication Services0.5%

WCLD top holdings

Top holdings · WCLD
NTSKNetskope Inc Ordinary Shares - Class A2.42%
OKTAOkta Inc Class A2.22%
TENBTenable Holdings Inc2.13%
BRZEBraze Inc Class A2.12%
PDPagerDuty Inc1.98%
DOCUDocusign Inc1.91%
ZSZscaler Inc1.89%
CRWDCrowdStrike Holdings Inc Class A1.88%
GTLBGitLab Inc Class A1.87%
AVPTAvePoint Inc Ordinary Shares - Class A1.84%
Sector breakdown · WCLD
Technology96.6%
Healthcare3.4%

About IYR

IYR (iShares US Real Estate ETF) is US real estate companies and REITs. Managed by iShares, the fund carries $4.0B in assets under management, an expense ratio of 0.37%, a dividend yield of 2.39%. Its largest holding is Welltower Inc (WELL), which represents 10.0% of the portfolio. Real Estate is the fund's largest sector exposure at 99.5%.

About WCLD

WCLD (WisdomTree Cloud Computing Fund) is Pure-play cloud software companies. Managed by WisdomTree, the fund carries $312M in assets under management, an expense ratio of 0.45%. Its largest holding is Netskope Inc Ordinary Shares - Class A (NTSK), which represents 2.4% of the portfolio. Technology is the fund's largest sector exposure at 96.6%.