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. 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.
Performance
ARYVX vs. IYR - Performance Comparison
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ARYVX vs. IYR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARYVX American Century Global Real Estate Fund | 1.72% | 6.61% | 7.05% | 12.38% | -26.06% | 32.97% | -0.66% | 29.88% | -6.53% | 14.38% |
IYR iShares U.S. Real Estate ETF | 1.34% | 3.38% | 4.41% | 11.89% | -25.51% | 38.74% | -5.23% | 28.21% | -4.33% | 9.31% |
Returns By Period
In the year-to-date period, ARYVX achieves a 1.72% return, which is significantly higher than IYR's 1.34% return. Over the past 10 years, ARYVX has outperformed IYR with an annualized return of 5.62%, while IYR has yielded a comparatively lower 5.06% annualized return.
ARYVX
- 1D
- 1.72%
- 1M
- -7.67%
- YTD
- 1.72%
- 6M
- 1.16%
- 1Y
- 7.69%
- 3Y*
- 8.66%
- 5Y*
- 3.71%
- 10Y*
- 5.62%
IYR
- 1D
- 0.34%
- 1M
- -6.30%
- YTD
- 1.34%
- 6M
- -1.15%
- 1Y
- 1.38%
- 3Y*
- 6.47%
- 5Y*
- 2.87%
- 10Y*
- 5.06%
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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.
Return for Risk
ARYVX vs. IYR — Risk / Return Rank
ARYVX
IYR
ARYVX vs. IYR - Risk-Adjusted Trends 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.
| ARYVX | IYR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 0.09 | +0.46 |
Sortino ratioReturn per unit of downside risk | 0.83 | 0.23 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.03 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 0.12 | +0.63 |
Martin ratioReturn relative to average drawdown | 3.09 | 0.45 | +2.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARYVX | IYR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.09 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.15 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.25 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.32 | +0.04 |
Correlation
The correlation between ARYVX and IYR is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ARYVX vs. IYR - Dividend Comparison
ARYVX's dividend yield for the trailing twelve months is around 2.98%, more than IYR's 2.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARYVX American Century Global Real Estate Fund | 2.98% | 3.03% | 2.14% | 2.49% | 7.05% | 7.85% | 0.99% | 4.37% | 3.97% | 3.40% | 4.48% | 2.98% |
IYR iShares U.S. Real Estate ETF | 2.37% | 2.48% | 2.57% | 2.75% | 2.92% | 2.06% | 2.58% | 3.05% | 3.53% | 3.73% | 4.41% | 3.92% |
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.
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Drawdown Indicators
| ARYVX | IYR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.31% | -74.13% | +34.82% |
Max Drawdown (1Y)Largest decline over 1 year | -11.25% | -12.20% | +0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -33.69% | -33.75% | +0.06% |
Max Drawdown (10Y)Largest decline over 10 years | -39.31% | -42.32% | +3.01% |
Current DrawdownCurrent decline from peak | -7.80% | -8.83% | +1.03% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -12.97% | +4.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 3.22% | -0.48% |
Volatility
ARYVX vs. IYR - Volatility Comparison
American Century Global Real Estate Fund (ARYVX) and iShares U.S. Real Estate ETF (IYR) have volatilities of 4.75% and 4.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARYVX | IYR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 4.61% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 8.44% | 9.34% | -0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.64% | 16.21% | -1.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 18.69% | -2.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 20.30% | -2.82% |