IYR vs. VIOV
Compare and contrast key facts about iShares U.S. Real Estate ETF (IYR) and Vanguard S&P Small-Cap 600 Value ETF (VIOV).
IYR and VIOV 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. VIOV is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Value Index. It was launched on Sep 7, 2010. Both IYR and VIOV 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 VIOV.
Correlation
The correlation between IYR and VIOV is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IYR vs. VIOV - Performance Comparison
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Key characteristics
IYR:
9.70%
VIOV:
22.95%
IYR:
-1.18%
VIOV:
-0.71%
IYR:
-0.52%
VIOV:
-0.09%
Returns By Period
IYR
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VIOV
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IYR vs. VIOV - Expense Ratio Comparison
IYR has a 0.42% expense ratio, which is higher than VIOV's 0.15% expense ratio.
Risk-Adjusted Performance
IYR vs. VIOV — Risk-Adjusted Performance Rank
IYR
VIOV
IYR vs. VIOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Real Estate ETF (IYR) and Vanguard S&P Small-Cap 600 Value ETF (VIOV). 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
IYR vs. VIOV - Dividend Comparison
IYR's dividend yield for the trailing twelve months is around 2.56%, more than VIOV's 2.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYR iShares U.S. Real Estate ETF | 2.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIOV Vanguard S&P Small-Cap 600 Value ETF | 2.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IYR vs. VIOV - Drawdown Comparison
The maximum IYR drawdown since its inception was -1.18%, which is greater than VIOV's maximum drawdown of -0.71%. Use the drawdown chart below to compare losses from any high point for IYR and VIOV. For additional features, visit the drawdowns tool.
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Volatility
IYR vs. VIOV - Volatility Comparison
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