IYR vs. ICF
Compare and contrast key facts about iShares U.S. Real Estate ETF (IYR) and iShares Cohen & Steers REIT ETF (ICF).
IYR and ICF 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. 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. Both IYR and ICF are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IYR or ICF.
Correlation
The correlation between IYR and ICF is 0.61, 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.
Performance
IYR vs. ICF - Performance Comparison
Key characteristics
IYR:
0.75
ICF:
0.84
IYR:
1.12
ICF:
1.24
IYR:
1.15
ICF:
1.16
IYR:
0.58
ICF:
0.62
IYR:
2.51
ICF:
2.64
IYR:
5.40%
ICF:
5.69%
IYR:
18.05%
ICF:
17.95%
IYR:
-74.13%
ICF:
-76.73%
IYR:
-12.01%
ICF:
-12.49%
Returns By Period
In the year-to-date period, IYR achieves a 1.11% return, which is significantly lower than ICF's 1.92% return. Both investments have delivered pretty close results over the past 10 years, with IYR having a 5.51% annualized return and ICF not far ahead at 5.59%.
IYR
1.11%
10.96%
-3.47%
13.41%
7.29%
5.51%
ICF
1.92%
12.12%
-2.53%
15.00%
7.31%
5.59%
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IYR vs. ICF - Expense Ratio Comparison
IYR has a 0.42% expense ratio, which is higher than ICF's 0.34% expense ratio.
Risk-Adjusted Performance
IYR vs. ICF — Risk-Adjusted Performance Rank
IYR
ICF
IYR vs. ICF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Real Estate ETF (IYR) and iShares Cohen & Steers REIT ETF (ICF). 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
IYR vs. ICF - Dividend Comparison
IYR's dividend yield for the trailing twelve months is around 2.58%, less than ICF's 2.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYR iShares U.S. Real Estate ETF | 2.58% | 2.57% | 2.75% | 2.92% | 2.06% | 2.58% | 3.05% | 3.53% | 3.73% | 4.41% | 3.92% | 3.66% |
ICF iShares Cohen & Steers REIT ETF | 2.62% | 2.66% | 2.76% | 2.64% | 1.82% | 2.38% | 2.55% | 3.20% | 3.10% | 4.32% | 3.30% | 3.00% |
Drawdowns
IYR vs. ICF - Drawdown Comparison
The maximum IYR drawdown since its inception was -74.13%, roughly equal to the maximum ICF drawdown of -76.73%. Use the drawdown chart below to compare losses from any high point for IYR and ICF. For additional features, visit the drawdowns tool.
Volatility
IYR vs. ICF - Volatility Comparison
iShares U.S. Real Estate ETF (IYR) and iShares Cohen & Steers REIT ETF (ICF) have volatilities of 7.44% and 7.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.