REAX vs. IWM
REAX (Real Brokerage Inc) is a stock, while IWM (iShares Russell 2000 ETF) is Small Cap Blend Equities fund tracking the Russell 2000 Index. Over the past 5 years, REAX returned -2.33%/yr vs 6.99%/yr for IWM. Their 0.30 correlation means their historical movements had little consistent relationship.
Performance
REAX vs. IWM - Performance Comparison
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Returns By Period
In the year-to-date period, REAX achieves a -56.16% return, which is significantly lower than IWM's 18.79% return.
REAX
- 1D
- -2.44%
- 1M
- -26.27%
- 6M
- -54.80%
- YTD
- -56.16%
- 1Y
- -58.76%
- 3Y*
- -0.82%
- 5Y*
- -2.33%
- 10Y*
- —
- ALL TIME*
- -28.62%
IWM
- 1D
- -0.48%
- 1M
- -2.14%
- 6M
- 12.62%
- YTD
- 18.79%
- 1Y
- 36.90%
- 3Y*
- 15.11%
- 5Y*
- 6.99%
- 10Y*
- 10.70%
- ALL TIME*
- 8.73%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $6.67B | $6.32B | $7.45B | |
| $7.04M | $8.46M | $7.60M |
REAX vs. IWM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
REAX Real Brokerage Inc | -56.16% | -20.65% | 187.50% | 52.38% | -71.54% | -59.05% |
IWM iShares Russell 2000 ETF | 18.79% | 12.66% | 11.38% | 16.83% | -20.48% | -3.12% |
Correlation
The correlation between REAX and IWM is 0.39, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.39 |
Correlation (3Y) Balances recent behavior with more history. | 0.36 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jun 15, 2021 | 0.30 |
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Return for Risk
REAX vs. IWM — Risk / Return Rank
REAX
IWM
REAX vs. IWM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Real Brokerage Inc (REAX) and iShares Russell 2000 ETF (IWM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| REAX | IWM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.74 | ||
| Sortino ratioReturn per unit of downside risk | -4.04 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 1.30 | -0.48 |
| Calmar ratioReturn relative to maximum drawdown | -0.85 | 3.11 | -3.95 |
| Martin ratioReturn relative to average drawdown | -1.32 | 11.02 | -12.34 |
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Drawdowns
REAX vs. IWM - Drawdown Comparison
The maximum REAX drawdown since its inception was -89.60%, which is greater than IWM's maximum drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for REAX and IWM.
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Drawdown Indicators
| REAX | IWM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.60% | -59.05% | -30.55% |
Max Drawdown (1Y)Largest decline over 1 year | -70.45% | -11.03% | -59.42% |
Max Drawdown (3Y)Largest decline over 3 years | -76.13% | -27.50% | -48.63% |
Max Drawdown (5Y)Largest decline over 5 years | -76.13% | -31.91% | -44.22% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.13% | — |
Current DrawdownCurrent decline from peak | -84.00% | -3.08% | -80.92% |
Average DrawdownAverage peak-to-trough decline | -69.65% | -10.71% | -58.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 44.99% | 3.11% | +41.88% |
Volatility
REAX vs. IWM - Volatility Comparison
Real Brokerage Inc (REAX) has a higher volatility of 22.32% compared to iShares Russell 2000 ETF (IWM) at 3.82%. This indicates that REAX's price experiences larger fluctuations and is considered to be riskier than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| REAX | IWM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 22.32% | 3.82% | +18.50% |
Volatility (6M)Calculated over the trailing 6-month period | 51.53% | 14.12% | +37.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 61.10% | 19.41% | +41.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 63.07% | 22.48% | +40.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 71.28% | 23.01% | +48.27% |
Dividends
REAX vs. IWM - Dividend Comparison
REAX has not paid dividends to shareholders, while IWM's dividend yield for the trailing twelve months is around 0.91%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWM iShares Russell 2000 ETF | 0.91% | 1.04% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% |
REAX Real Brokerage Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
REAX and IWM have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
REAX has higher volatility (22.32%) compared to IWM (3.82%). In terms of maximum drawdown, REAX dropped -89.60% vs IWM's -59.05%.
IWM currently has the higher Sharpe Ratio (1.77 vs -0.98), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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