IYR vs. AGTHX
IYR (iShares U.S. Real Estate ETF) and AGTHX (American Funds The Growth Fund of America Class A) are both funds - IYR is a REIT fund tracking the Dow Jones U.S. Real Estate Index, while AGTHX is a Large Cap Growth Equities fund actively managed by Capital Group. IYR is passively managed, while AGTHX is actively managed. Over the past 10 years, IYR returned 5.75%/yr vs 15.79%/yr for AGTHX. A 0.56 correlation means they provide meaningful diversification when combined. IYR charges 0.42%/yr vs 0.59%/yr for AGTHX.
Performance
IYR vs. AGTHX - Performance Comparison
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Returns By Period
In the year-to-date period, IYR achieves a 10.64% return, which is significantly higher than AGTHX's 6.60% return. Over the past 10 years, IYR has underperformed AGTHX with an annualized return of 5.75%, while AGTHX has yielded a comparatively higher 15.79% annualized return.
IYR
- 1D
- -0.75%
- 1M
- 3.79%
- YTD
- 10.64%
- 6M
- 10.25%
- 1Y
- 11.55%
- 3Y*
- 9.07%
- 5Y*
- 2.62%
- 10Y*
- 5.75%
AGTHX
- 1D
- 0.27%
- 1M
- 0.45%
- YTD
- 6.60%
- 6M
- 7.72%
- 1Y
- 21.49%
- 3Y*
- 22.87%
- 5Y*
- 11.31%
- 10Y*
- 15.79%
IYR vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IYR iShares U.S. Real Estate ETF | 10.64% | 3.38% | 4.41% | 11.89% | -25.51% | 38.74% | -5.23% | 28.21% | -4.33% | 9.31% |
AGTHX American Funds The Growth Fund of America Class A | 6.60% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Correlation
The correlation between IYR and AGTHX is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Jun 19, 2000 | 0.56 |
Over the past year, the correlation between IYR and AGTHX has dropped to 0.22 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.
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Return for Risk
IYR vs. AGTHX — Risk / Return Rank
IYR
AGTHX
IYR vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Real Estate ETF (IYR) and American Funds The Growth Fund of America Class A (AGTHX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IYR | AGTHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.40 | ||
| Sortino ratioReturn per unit of downside risk | -0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.23 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.46 | -0.10 |
| Martin ratioReturn relative to average drawdown | 4.24 | 5.60 | -1.36 |
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Drawdowns
IYR vs. AGTHX - Drawdown Comparison
The maximum IYR drawdown since its inception was -74.13%, which is greater than AGTHX's maximum drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for IYR and AGTHX.
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Drawdown Indicators
| IYR | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.13% | -51.91% | -22.22% |
Max Drawdown (1Y)Largest decline over 1 year | -8.54% | -13.76% | +5.22% |
Max Drawdown (3Y)Largest decline over 3 years | -17.52% | -21.57% | +4.05% |
Max Drawdown (5Y)Largest decline over 5 years | -33.75% | -36.38% | +2.63% |
Max Drawdown (10Y)Largest decline over 10 years | -42.32% | -36.38% | -5.94% |
Current DrawdownCurrent decline from peak | -0.75% | -3.49% | +2.74% |
Average DrawdownAverage peak-to-trough decline | -12.89% | -9.19% | -3.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 3.59% | -0.86% |
Volatility
IYR vs. AGTHX - Volatility Comparison
The current volatility for iShares U.S. Real Estate ETF (IYR) is 4.82%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.25%. This indicates that IYR experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IYR | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 6.25% | -1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 9.90% | 12.77% | -2.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.60% | 16.00% | -2.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.76% | 20.37% | -1.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.34% | 19.75% | +0.59% |
IYR vs. AGTHX - Expense Ratio Comparison
IYR has a 0.42% expense ratio, which is lower than AGTHX's 0.59% expense ratio.
Dividends
IYR vs. AGTHX - Dividend Comparison
IYR's dividend yield for the trailing twelve months is around 2.67%, less than AGTHX's 10.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 10.03% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
IYR iShares U.S. Real Estate ETF | 2.67% | 2.48% | 2.57% | 2.75% | 2.92% | 2.06% | 2.58% | 3.05% | 3.53% | 3.73% | 4.41% | 3.92% |
Frequently Asked Questions
IYR and AGTHX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AGTHX has higher volatility (6.25%) compared to IYR (4.82%). In terms of maximum drawdown, IYR dropped -74.13% vs AGTHX's -51.91%.
AGTHX currently has the higher Sharpe Ratio (1.26 vs 0.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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