IYRI vs. REM
Compare and contrast key facts about NEOS Real Estate High Income ETF (IYRI) and iShares Mortgage Real Estate ETF (REM).
IYRI and REM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYRI is a passively managed fund by Neos that tracks the performance of the Dow Jones U.S. Real Estate Capped Index. It was launched on Jan 14, 2025. REM is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT All Mortgage Capped Index. It was launched on May 4, 2007. Both IYRI and REM 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: IYRI or REM.
Correlation
The correlation between IYRI and REM 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.
Performance
IYRI vs. REM - Performance Comparison
Key characteristics
IYRI:
20.35%
REM:
20.90%
IYRI:
-12.12%
REM:
-74.72%
IYRI:
-4.29%
REM:
-32.62%
Returns By Period
IYRI
N/A
-2.09%
N/A
N/A
N/A
N/A
REM
-1.87%
-7.50%
-4.35%
3.73%
9.45%
1.09%
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IYRI vs. REM - Expense Ratio Comparison
IYRI has a 0.68% expense ratio, which is higher than REM's 0.48% expense ratio.
Risk-Adjusted Performance
IYRI vs. REM — Risk-Adjusted Performance Rank
IYRI
REM
IYRI vs. REM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NEOS Real Estate High Income ETF (IYRI) and iShares Mortgage Real Estate ETF (REM). 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.
Not enough dataDividends
IYRI vs. REM - Dividend Comparison
IYRI's dividend yield for the trailing twelve months is around 4.09%, less than REM's 9.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYRI NEOS Real Estate High Income ETF | 4.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
REM iShares Mortgage Real Estate ETF | 9.82% | 9.61% | 9.46% | 11.13% | 7.29% | 7.72% | 8.16% | 10.00% | 9.97% | 10.03% | 11.99% | 14.53% |
Drawdowns
IYRI vs. REM - Drawdown Comparison
The maximum IYRI drawdown since its inception was -12.12%, smaller than the maximum REM drawdown of -74.72%. Use the drawdown chart below to compare losses from any high point for IYRI and REM. For additional features, visit the drawdowns tool.
Volatility
IYRI vs. REM - Volatility Comparison
The current volatility for NEOS Real Estate High Income ETF (IYRI) is 9.37%, while iShares Mortgage Real Estate ETF (REM) has a volatility of 13.24%. This indicates that IYRI experiences smaller price fluctuations and is considered to be less risky than REM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.