ARYVX vs. IYR
Compare and contrast key facts about American Century Global Real Estate Fund (ARYVX) and iShares U.S. Real Estate ETF (IYR).
ARYVX is managed by American Century Investments. It was launched on Apr 28, 2011. IYR is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Real Estate Index. It was launched on Jun 12, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARYVX or IYR.
Correlation
The correlation between ARYVX and IYR is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ARYVX vs. IYR - Performance Comparison
Key characteristics
ARYVX:
0.70
IYR:
0.75
ARYVX:
1.01
IYR:
1.12
ARYVX:
1.14
IYR:
1.15
ARYVX:
0.43
IYR:
0.58
ARYVX:
2.11
IYR:
2.51
ARYVX:
5.22%
IYR:
5.40%
ARYVX:
16.18%
IYR:
18.05%
ARYVX:
-39.31%
IYR:
-74.13%
ARYVX:
-16.28%
IYR:
-12.01%
Returns By Period
In the year-to-date period, ARYVX achieves a 1.01% return, which is significantly lower than IYR's 1.11% return. Over the past 10 years, ARYVX has underperformed IYR with an annualized return of 3.50%, while IYR has yielded a comparatively higher 5.51% annualized return.
ARYVX
1.01%
12.50%
-3.88%
11.20%
5.03%
3.50%
IYR
1.11%
10.96%
-3.47%
13.41%
7.29%
5.51%
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ARYVX vs. IYR - Expense Ratio Comparison
ARYVX has a 1.11% expense ratio, which is higher than IYR's 0.42% expense ratio.
Risk-Adjusted Performance
ARYVX vs. IYR — Risk-Adjusted Performance Rank
ARYVX
IYR
ARYVX vs. IYR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Global Real Estate Fund (ARYVX) and iShares U.S. Real Estate ETF (IYR). 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.
Dividends
ARYVX vs. IYR - Dividend Comparison
ARYVX's dividend yield for the trailing twelve months is around 2.12%, less than IYR's 2.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARYVX American Century Global Real Estate Fund | 2.12% | 2.14% | 2.49% | 0.00% | 2.28% | 0.99% | 3.30% | 3.97% | 3.40% | 4.48% | 2.99% | 3.91% |
IYR iShares U.S. Real Estate ETF | 2.58% | 2.57% | 2.75% | 2.92% | 2.06% | 2.58% | 3.05% | 3.53% | 3.73% | 4.41% | 3.92% | 3.66% |
Drawdowns
ARYVX vs. IYR - Drawdown Comparison
The maximum ARYVX drawdown since its inception was -39.31%, smaller than the maximum IYR drawdown of -74.13%. Use the drawdown chart below to compare losses from any high point for ARYVX and IYR. For additional features, visit the drawdowns tool.
Volatility
ARYVX vs. IYR - Volatility Comparison
The current volatility for American Century Global Real Estate Fund (ARYVX) is 6.50%, while iShares U.S. Real Estate ETF (IYR) has a volatility of 7.44%. This indicates that ARYVX experiences smaller price fluctuations and is considered to be less risky than IYR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.