Correlation
The correlation between IQRA and RLY is 0.49, 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.
IQRA vs. RLY
Compare and contrast key facts about IQ CBRE Real Assets ETF (IQRA) and SPDR SSgA Multi-Asset Real Return ETF (RLY).
IQRA and RLY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IQRA is an actively managed fund by IndexIQ. It was launched on May 9, 2023. RLY is an actively managed fund by State Street. It was launched on Apr 25, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IQRA or RLY.
Performance
IQRA vs. RLY - Performance Comparison
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Key characteristics
IQRA:
1.00
RLY:
0.29
IQRA:
1.40
RLY:
0.36
IQRA:
1.19
RLY:
1.05
IQRA:
1.07
RLY:
0.26
IQRA:
3.38
RLY:
0.92
IQRA:
3.98%
RLY:
2.86%
IQRA:
13.78%
RLY:
12.87%
IQRA:
-16.22%
RLY:
-37.74%
IQRA:
-0.76%
RLY:
-0.63%
Returns By Period
In the year-to-date period, IQRA achieves a 6.93% return, which is significantly higher than RLY's 5.74% return.
IQRA
6.93%
2.03%
0.01%
13.64%
N/A
N/A
N/A
RLY
5.74%
2.66%
0.89%
3.72%
0.97%
12.07%
4.59%
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IQRA vs. RLY - Expense Ratio Comparison
IQRA has a 0.65% expense ratio, which is higher than RLY's 0.50% expense ratio.
Risk-Adjusted Performance
IQRA vs. RLY — Risk-Adjusted Performance Rank
IQRA
RLY
IQRA vs. RLY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IQ CBRE Real Assets ETF (IQRA) and SPDR SSgA Multi-Asset Real Return ETF (RLY). 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.
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Dividends
IQRA vs. RLY - Dividend Comparison
IQRA's dividend yield for the trailing twelve months is around 3.08%, more than RLY's 3.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQRA IQ CBRE Real Assets ETF | 3.08% | 3.53% | 2.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RLY SPDR SSgA Multi-Asset Real Return ETF | 3.02% | 3.31% | 3.71% | 5.66% | 12.15% | 2.16% | 3.45% | 2.76% | 1.85% | 2.07% | 1.80% | 1.89% |
Drawdowns
IQRA vs. RLY - Drawdown Comparison
The maximum IQRA drawdown since its inception was -16.22%, smaller than the maximum RLY drawdown of -37.74%. Use the drawdown chart below to compare losses from any high point for IQRA and RLY.
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Volatility
IQRA vs. RLY - Volatility Comparison
IQ CBRE Real Assets ETF (IQRA) has a higher volatility of 3.29% compared to SPDR SSgA Multi-Asset Real Return ETF (RLY) at 2.48%. This indicates that IQRA's price experiences larger fluctuations and is considered to be riskier than RLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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