DVRE vs. IQRA
DVRE (WEBs Real Estate XLRE Defined Volatility ETF) and IQRA (IQ CBRE Real Assets ETF) are both REIT funds. DVRE is passively managed, while IQRA is actively managed. Their correlation of 0.85 suggests significant overlap in exposure. DVRE charges 0.89%/yr vs 0.65%/yr for IQRA.
Performance
DVRE vs. IQRA - Performance Comparison
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Returns By Period
In the year-to-date period, DVRE achieves a 6.90% return, which is significantly higher than IQRA's 5.98% return.
DVRE
- 1D
- 0.35%
- 1M
- -3.14%
- YTD
- 6.90%
- 6M
- 4.95%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IQRA
- 1D
- -0.25%
- 1M
- -2.66%
- YTD
- 5.98%
- 6M
- 5.90%
- 1Y
- 11.28%
- 3Y*
- 9.89%
- 5Y*
- —
- 10Y*
- —
DVRE vs. IQRA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
DVRE WEBs Real Estate XLRE Defined Volatility ETF | 6.90% | -11.39% |
IQRA IQ CBRE Real Assets ETF | 5.98% | 2.64% |
Correlation
The correlation between DVRE and IQRA is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 24, 2025 | 0.85 |
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Return for Risk
DVRE vs. IQRA — Risk / Return Rank
DVRE
IQRA
DVRE vs. IQRA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WEBs Real Estate XLRE Defined Volatility ETF (DVRE) and IQ CBRE Real Assets ETF (IQRA). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| DVRE | IQRA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.08 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.25 | 0.67 | -0.92 |
Drawdowns
DVRE vs. IQRA - Drawdown Comparison
The maximum DVRE drawdown since its inception was -15.88%, roughly equal to the maximum IQRA drawdown of -15.70%. Use the drawdown chart below to compare losses from any high point for DVRE and IQRA.
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Drawdown Indicators
| DVRE | IQRA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.88% | -15.70% | -0.18% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.01% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -15.70% | — |
Current DrawdownCurrent decline from peak | -6.68% | -5.02% | -1.66% |
Average DrawdownAverage peak-to-trough decline | -6.47% | -3.15% | -3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.30% | — |
Volatility
DVRE vs. IQRA - Volatility Comparison
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Volatility by Period
| DVRE | IQRA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.42% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.22% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 24.73% | 10.53% | +14.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.73% | 12.86% | +11.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.73% | 12.86% | +11.87% |
DVRE vs. IQRA - Expense Ratio Comparison
DVRE has a 0.89% expense ratio, which is higher than IQRA's 0.65% expense ratio.
Dividends
DVRE vs. IQRA - Dividend Comparison
DVRE's dividend yield for the trailing twelve months is around 0.92%, less than IQRA's 2.81% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
DVRE WEBs Real Estate XLRE Defined Volatility ETF | 0.92% | 0.99% | 0.00% | 0.00% |
IQRA IQ CBRE Real Assets ETF | 2.81% | 2.83% | 3.53% | 2.14% |
Frequently Asked Questions
DVRE and IQRA have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IQRA is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IQRA is cheaper with a 0.65% expense ratio, compared with 0.89% for DVRE.
IQRA has the higher dividend yield at 2.81%, compared with 0.92% for DVRE.
They also come from different issuers: WEBs and IndexIQ. Their fees differ too: 0.89% for DVRE and 0.65% for IQRA.
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