IYR vs. VT
Compare and contrast key facts about iShares U.S. Real Estate ETF (IYR) and Vanguard Total World Stock ETF (VT).
IYR and VT 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. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008. Both IYR and VT 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 VT.
Correlation
The correlation between IYR and VT 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. VT - Performance Comparison
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Key characteristics
IYR:
9.70%
VT:
6.24%
IYR:
-1.18%
VT:
-0.56%
IYR:
-0.52%
VT:
-0.01%
Returns By Period
IYR
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VT
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IYR vs. VT - Expense Ratio Comparison
IYR has a 0.42% expense ratio, which is higher than VT's 0.07% expense ratio.
Risk-Adjusted Performance
IYR vs. VT — Risk-Adjusted Performance Rank
IYR
VT
IYR vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Real Estate ETF (IYR) and Vanguard Total World Stock ETF (VT). 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. VT - Dividend Comparison
IYR's dividend yield for the trailing twelve months is around 2.56%, more than VT's 1.90% 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% |
VT Vanguard Total World Stock ETF | 1.90% | 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. VT - Drawdown Comparison
The maximum IYR drawdown since its inception was -1.18%, which is greater than VT's maximum drawdown of -0.56%. Use the drawdown chart below to compare losses from any high point for IYR and VT. For additional features, visit the drawdowns tool.
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Volatility
IYR vs. VT - Volatility Comparison
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