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IYRI vs. QQQI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IYRI and QQQI is 0.63, 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.


-0.50.00.51.0
Correlation: 0.6

Performance

IYRI vs. QQQI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NEOS Real Estate High Income ETF (IYRI) and NEOS Nasdaq 100 High Income ETF (QQQI). The values are adjusted to include any dividend payments, if applicable.

-15.00%-10.00%-5.00%0.00%5.00%Jan 19Jan 26Feb 02Feb 09Feb 16Feb 23Mar 02Mar 09Mar 16Mar 23Mar 30Apr 06Apr 13Apr 20
1.07%
-6.29%
IYRI
QQQI

Key characteristics

Daily Std Dev

IYRI:

20.35%

QQQI:

21.34%

Max Drawdown

IYRI:

-12.12%

QQQI:

-20.00%

Current Drawdown

IYRI:

-4.29%

QQQI:

-9.83%

Returns By Period


IYRI

YTD

N/A

1M

-2.09%

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

QQQI

YTD

-5.24%

1M

-2.14%

6M

-1.43%

1Y

12.35%

5Y*

N/A

10Y*

N/A

*Annualized

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IYRI vs. QQQI - Expense Ratio Comparison

Both IYRI and QQQI have an expense ratio of 0.68%.


Expense ratio chart for IYRI: current value is 0.68%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
IYRI: 0.68%
Expense ratio chart for QQQI: current value is 0.68%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
QQQI: 0.68%

Risk-Adjusted Performance

IYRI vs. QQQI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IYRI

QQQI
The Risk-Adjusted Performance Rank of QQQI is 6464
Overall Rank
The Sharpe Ratio Rank of QQQI is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of QQQI is 6262
Sortino Ratio Rank
The Omega Ratio Rank of QQQI is 6565
Omega Ratio Rank
The Calmar Ratio Rank of QQQI is 6868
Calmar Ratio Rank
The Martin Ratio Rank of QQQI is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IYRI vs. QQQI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NEOS Real Estate High Income ETF (IYRI) and NEOS Nasdaq 100 High Income ETF (QQQI). 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

IYRI vs. QQQI - Dividend Comparison

IYRI's dividend yield for the trailing twelve months is around 4.09%, less than QQQI's 15.42% yield.


Drawdowns

IYRI vs. QQQI - Drawdown Comparison

The maximum IYRI drawdown since its inception was -12.12%, smaller than the maximum QQQI drawdown of -20.00%. Use the drawdown chart below to compare losses from any high point for IYRI and QQQI. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%Jan 19Jan 26Feb 02Feb 09Feb 16Feb 23Mar 02Mar 09Mar 16Mar 23Mar 30Apr 06Apr 13Apr 20
-4.29%
-9.83%
IYRI
QQQI

Volatility

IYRI vs. QQQI - Volatility Comparison

The current volatility for NEOS Real Estate High Income ETF (IYRI) is 9.37%, while NEOS Nasdaq 100 High Income ETF (QQQI) has a volatility of 15.20%. This indicates that IYRI experiences smaller price fluctuations and is considered to be less risky than QQQI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%Feb 16Feb 23Mar 02Mar 09Mar 16Mar 23Mar 30Apr 06Apr 13Apr 20
9.37%
15.20%
IYRI
QQQI