IYR vs. ACWI
Compare and contrast key facts about iShares U.S. Real Estate ETF (IYR) and iShares MSCI ACWI ETF (ACWI).
IYR and ACWI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. ACWI is a passively managed fund by iShares that tracks the performance of the MSCI All Country World Index. It was launched on Mar 26, 2008. Both IYR and ACWI 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
IYR vs. ACWI - Performance Comparison
Loading graphics...
IYR vs. ACWI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ACWI iShares MSCI ACWI ETF | -1.29% | 22.41% | 17.45% | 22.27% | -18.39% | 18.66% | 16.34% | 26.59% | -9.19% | 24.33% |
Returns By Period
In the year-to-date period, IYR achieves a 1.34% return, which is significantly higher than ACWI's -1.29% return. Over the past 10 years, IYR has underperformed ACWI with an annualized return of 5.06%, while ACWI has yielded a comparatively higher 11.68% annualized return.
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%
ACWI
- 1D
- 0.94%
- 1M
- -4.69%
- YTD
- -1.29%
- 6M
- 1.41%
- 1Y
- 21.56%
- 3Y*
- 17.35%
- 5Y*
- 9.60%
- 10Y*
- 11.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IYR vs. ACWI - Expense Ratio Comparison
IYR has a 0.42% expense ratio, which is higher than ACWI's 0.32% expense ratio.
Return for Risk
IYR vs. ACWI — Risk / Return Rank
IYR
ACWI
IYR vs. ACWI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Real Estate ETF (IYR) and iShares MSCI ACWI ETF (ACWI). 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.
| IYR | ACWI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 1.24 | -1.15 |
Sortino ratioReturn per unit of downside risk | 0.23 | 1.82 | -1.59 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.27 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 0.12 | 1.87 | -1.75 |
Martin ratioReturn relative to average drawdown | 0.45 | 8.55 | -8.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IYR | ACWI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 1.24 | -1.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.60 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.69 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.39 | -0.08 |
Correlation
The correlation between IYR and ACWI is 0.64, 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.
Dividends
IYR vs. ACWI - Dividend Comparison
IYR's dividend yield for the trailing twelve months is around 2.37%, more than ACWI's 1.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ACWI iShares MSCI ACWI ETF | 1.57% | 1.55% | 1.70% | 1.88% | 1.79% | 1.71% | 1.43% | 2.33% | 2.18% | 1.94% | 2.19% | 2.56% |
Drawdowns
IYR vs. ACWI - Drawdown Comparison
The maximum IYR drawdown since its inception was -74.13%, which is greater than ACWI's maximum drawdown of -56.00%. Use the drawdown chart below to compare losses from any high point for IYR and ACWI.
Loading graphics...
Drawdown Indicators
| IYR | ACWI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.13% | -56.00% | -18.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.20% | -11.76% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -33.75% | -26.42% | -7.33% |
Max Drawdown (10Y)Largest decline over 10 years | -42.32% | -33.53% | -8.79% |
Current DrawdownCurrent decline from peak | -8.83% | -6.04% | -2.79% |
Average DrawdownAverage peak-to-trough decline | -12.97% | -8.68% | -4.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 2.57% | +0.65% |
Volatility
IYR vs. ACWI - Volatility Comparison
The current volatility for iShares U.S. Real Estate ETF (IYR) is 4.61%, while iShares MSCI ACWI ETF (ACWI) has a volatility of 6.23%. This indicates that IYR experiences smaller price fluctuations and is considered to be less risky than ACWI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IYR | ACWI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.61% | 6.23% | -1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 9.34% | 10.08% | -0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.21% | 17.50% | -1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.69% | 15.96% | +2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.30% | 17.08% | +3.22% |