ERET vs. IYR
Compare and contrast key facts about Ishares Environmentally Aware Real Estate ETF (ERET) and iShares U.S. Real Estate ETF (IYR).
ERET and IYR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ERET is a passively managed fund by iShares that tracks the performance of the FTSE EPRA Nareit Developed Green Target Index. It was launched on Nov 15, 2022. 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. Both ERET and IYR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
ERET vs. IYR - Performance Comparison
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ERET vs. IYR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ERET Ishares Environmentally Aware Real Estate ETF | 1.58% | 10.26% | 0.60% | 10.25% | 0.29% |
IYR iShares U.S. Real Estate ETF | 1.00% | 3.38% | 4.41% | 11.89% | -0.68% |
Returns By Period
In the year-to-date period, ERET achieves a 1.58% return, which is significantly higher than IYR's 1.00% return.
ERET
- 1D
- 1.85%
- 1M
- -8.43%
- YTD
- 1.58%
- 6M
- 0.99%
- 1Y
- 9.41%
- 3Y*
- 7.25%
- 5Y*
- —
- 10Y*
- —
IYR
- 1D
- 1.61%
- 1M
- -6.37%
- YTD
- 1.00%
- 6M
- -1.43%
- 1Y
- 1.10%
- 3Y*
- 6.35%
- 5Y*
- 2.80%
- 10Y*
- 5.02%
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ERET vs. IYR - Expense Ratio Comparison
ERET has a 0.30% expense ratio, which is lower than IYR's 0.42% expense ratio.
Return for Risk
ERET vs. IYR — Risk / Return Rank
ERET
IYR
ERET vs. IYR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Environmentally Aware Real Estate ETF (ERET) 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.
| ERET | IYR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.07 | +0.52 |
Sortino ratioReturn per unit of downside risk | 0.94 | 0.20 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.03 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 0.18 | +0.74 |
Martin ratioReturn relative to average drawdown | 3.65 | 0.68 | +2.97 |
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
| ERET | IYR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.07 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.15 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.25 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.32 | +0.11 |
Correlation
The correlation between ERET and IYR is 0.92, 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
ERET vs. IYR - Dividend Comparison
ERET's dividend yield for the trailing twelve months is around 3.74%, more than IYR's 2.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERET Ishares Environmentally Aware Real Estate ETF | 3.74% | 3.79% | 4.26% | 3.67% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IYR iShares U.S. Real Estate ETF | 2.38% | 2.48% | 2.57% | 2.75% | 2.92% | 2.06% | 2.58% | 3.05% | 3.53% | 3.73% | 4.41% | 3.92% |
Drawdowns
ERET vs. IYR - Drawdown Comparison
The maximum ERET drawdown since its inception was -20.30%, smaller than the maximum IYR drawdown of -74.13%. Use the drawdown chart below to compare losses from any high point for ERET and IYR.
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Drawdown Indicators
| ERET | IYR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.30% | -74.13% | +53.83% |
Max Drawdown (1Y)Largest decline over 1 year | -10.85% | -12.20% | +1.35% |
Max Drawdown (5Y)Largest decline over 5 years | — | -33.75% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.32% | — |
Current DrawdownCurrent decline from peak | -8.47% | -9.14% | +0.67% |
Average DrawdownAverage peak-to-trough decline | -5.98% | -12.98% | +7.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 3.19% | -0.46% |
Volatility
ERET vs. IYR - Volatility Comparison
Ishares Environmentally Aware Real Estate ETF (ERET) has a higher volatility of 5.08% compared to iShares U.S. Real Estate ETF (IYR) at 4.57%. This indicates that ERET's price experiences larger fluctuations and is considered to be riskier than IYR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ERET | IYR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 4.57% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 8.34% | 9.34% | -1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.17% | 16.24% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.85% | 18.71% | -2.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.85% | 20.30% | -4.45% |