IYR vs. LINE
IYR (iShares U.S. Real Estate ETF) is REIT fund tracking the Dow Jones U.S. Real Estate Capped Index, while LINE (Lineage, Inc.) is a stock. Over the past year, IYR returned 12.21% vs 11.55% for LINE. A 0.52 correlation means they provide meaningful diversification when combined.
Performance
IYR vs. LINE - Performance Comparison
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Returns By Period
In the year-to-date period, IYR achieves a 11.44% return, which is significantly lower than LINE's 29.38% return.
IYR
- 1D
- 0.23%
- 1M
- 0.73%
- 6M
- 8.60%
- YTD
- 11.44%
- 1Y
- 12.21%
- 3Y*
- 7.95%
- 5Y*
- 2.20%
- 10Y*
- 5.22%
LINE
- 1D
- 0.34%
- 1M
- 0.24%
- 6M
- 24.68%
- YTD
- 29.38%
- 1Y
- 11.55%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IYR vs. LINE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IYR iShares U.S. Real Estate ETF | 11.44% | 3.38% | 2.48% |
LINE Lineage, Inc. | 29.38% | -37.20% | -27.57% |
Correlation
The correlation between IYR and LINE is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Jul 25, 2024 | 0.52 |
The correlation between IYR and LINE has been stable across timeframes, ranging from 0.50 to 0.52 - a consistent structural relationship.
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Return for Risk
IYR vs. LINE — Risk / Return Rank
IYR
LINE
IYR vs. LINE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Real Estate ETF (IYR) and Lineage, Inc. (LINE). 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 | LINE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.57 | ||
| Sortino ratioReturn per unit of downside risk | +0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.08 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 0.43 | +1.00 |
| Martin ratioReturn relative to average drawdown | 4.46 | 0.86 | +3.60 |
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Drawdowns
IYR vs. LINE - Drawdown Comparison
The maximum IYR drawdown since its inception was -74.13%, which is greater than LINE's maximum drawdown of -61.74%. Use the drawdown chart below to compare losses from any high point for IYR and LINE.
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Drawdown Indicators
| IYR | LINE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.13% | -61.74% | -12.39% |
Max Drawdown (1Y)Largest decline over 1 year | -8.54% | -26.78% | +18.24% |
Max Drawdown (3Y)Largest decline over 3 years | -17.52% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -33.75% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.32% | — | — |
Current DrawdownCurrent decline from peak | -0.77% | -45.52% | +44.75% |
Average DrawdownAverage peak-to-trough decline | -12.86% | -41.24% | +28.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 13.46% | -10.71% |
Volatility
IYR vs. LINE - Volatility Comparison
The current volatility for iShares U.S. Real Estate ETF (IYR) is 5.01%, while Lineage, Inc. (LINE) has a volatility of 9.25%. This indicates that IYR experiences smaller price fluctuations and is considered to be less risky than LINE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IYR | LINE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 9.25% | -4.24% |
Volatility (6M)Calculated over the trailing 6-month period | 10.76% | 28.50% | -17.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.05% | 38.11% | -24.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.81% | 36.57% | -17.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 36.57% | -16.21% |
Dividends
IYR vs. LINE - Dividend Comparison
IYR's dividend yield for the trailing twelve months is around 2.18%, less than LINE's 4.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYR iShares U.S. Real Estate ETF | 2.18% | 2.48% | 2.57% | 2.75% | 2.92% | 2.06% | 2.58% | 3.05% | 3.53% | 3.73% | 4.41% | 3.92% |
LINE Lineage, Inc. | 4.82% | 6.03% | 1.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IYR and LINE have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LINE has higher volatility (9.25%) compared to IYR (5.01%). In terms of maximum drawdown, IYR dropped -74.13% vs LINE's -61.74%.
IYR currently has the higher Sharpe Ratio (0.88 vs 0.31), 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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