IYRI vs. RLTY
Compare and contrast key facts about NEOS Real Estate High Income ETF (IYRI) and Cohen & Steers Real Estate Opportunities & Income Fund (RLTY).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IYRI or RLTY.
Correlation
The correlation between IYRI and RLTY is 0.42, 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. RLTY - Performance Comparison
Key characteristics
IYRI:
20.35%
RLTY:
21.62%
IYRI:
-12.12%
RLTY:
-35.45%
IYRI:
-4.29%
RLTY:
-12.41%
Returns By Period
IYRI
N/A
-2.09%
N/A
N/A
N/A
N/A
RLTY
1.71%
-3.42%
-8.48%
20.49%
N/A
N/A
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Risk-Adjusted Performance
IYRI vs. RLTY — Risk-Adjusted Performance Rank
IYRI
RLTY
IYRI vs. RLTY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NEOS Real Estate High Income ETF (IYRI) and Cohen & Steers Real Estate Opportunities & Income Fund (RLTY). 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. RLTY - Dividend Comparison
IYRI's dividend yield for the trailing twelve months is around 4.09%, less than RLTY's 9.05% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
IYRI NEOS Real Estate High Income ETF | 4.09% | 0.00% | 0.00% | 0.00% |
RLTY Cohen & Steers Real Estate Opportunities & Income Fund | 9.05% | 8.93% | 9.18% | 6.94% |
Drawdowns
IYRI vs. RLTY - Drawdown Comparison
The maximum IYRI drawdown since its inception was -12.12%, smaller than the maximum RLTY drawdown of -35.45%. Use the drawdown chart below to compare losses from any high point for IYRI and RLTY. For additional features, visit the drawdowns tool.
Volatility
IYRI vs. RLTY - Volatility Comparison
The current volatility for NEOS Real Estate High Income ETF (IYRI) is 9.37%, while Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) has a volatility of 11.23%. This indicates that IYRI experiences smaller price fluctuations and is considered to be less risky than RLTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.