ICF vs. O
Compare and contrast key facts about iShares Cohen & Steers REIT ETF (ICF) and Realty Income Corporation (O).
ICF is a passively managed fund by iShares that tracks the performance of the Cohen & Steers Realty Majors Index. It was launched on Jan 29, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ICF or O.
Correlation
The correlation between ICF and O is 0.78, 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.
Performance
ICF vs. O - Performance Comparison
Key characteristics
ICF:
0.56
O:
0.06
ICF:
0.86
O:
0.20
ICF:
1.11
O:
1.02
ICF:
0.34
O:
0.04
ICF:
2.05
O:
0.13
ICF:
4.47%
O:
7.35%
ICF:
16.21%
O:
17.33%
ICF:
-76.73%
O:
-48.45%
ICF:
-13.86%
O:
-16.88%
Returns By Period
In the year-to-date period, ICF achieves a 0.33% return, which is significantly lower than O's 2.77% return. Over the past 10 years, ICF has underperformed O with an annualized return of 4.37%, while O has yielded a comparatively higher 5.23% annualized return.
ICF
0.33%
1.04%
1.20%
8.88%
2.79%
4.37%
O
2.77%
3.98%
-2.51%
2.21%
-1.37%
5.23%
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Risk-Adjusted Performance
ICF vs. O — Risk-Adjusted Performance Rank
ICF
O
ICF vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Cohen & Steers REIT ETF (ICF) and Realty Income Corporation (O). 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
ICF vs. O - Dividend Comparison
ICF's dividend yield for the trailing twelve months is around 2.65%, less than O's 5.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ICF iShares Cohen & Steers REIT ETF | 2.65% | 2.66% | 2.76% | 2.64% | 1.82% | 2.38% | 2.55% | 3.20% | 3.10% | 4.32% | 3.30% | 3.00% |
O Realty Income Corporation | 5.74% | 5.38% | 5.33% | 4.69% | 3.88% | 4.51% | 3.69% | 4.19% | 4.45% | 4.19% | 4.42% | 4.59% |
Drawdowns
ICF vs. O - Drawdown Comparison
The maximum ICF drawdown since its inception was -76.73%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for ICF and O. For additional features, visit the drawdowns tool.
Volatility
ICF vs. O - Volatility Comparison
iShares Cohen & Steers REIT ETF (ICF) has a higher volatility of 6.68% compared to Realty Income Corporation (O) at 6.34%. This indicates that ICF's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.