IYRI vs. UNH
IYRI (NEOS Real Estate High Income ETF) is Derivative Income fund actively managed by Neos, while UNH (UnitedHealth Group Incorporated) is a stock. Over the past year, IYRI returned 8.01% vs 36.32% for UNH. At a 0.20 correlation, their price movements are largely independent.
Performance
IYRI vs. UNH - Performance Comparison
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Returns By Period
In the year-to-date period, IYRI achieves a 4.71% return, which is significantly lower than UNH's 23.11% return.
IYRI
- 1D
- -0.47%
- 1M
- -1.40%
- YTD
- 4.71%
- 6M
- 5.51%
- 1Y
- 8.01%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UNH
- 1D
- 0.36%
- 1M
- 3.80%
- YTD
- 23.11%
- 6M
- 24.12%
- 1Y
- 36.32%
- 3Y*
- -2.42%
- 5Y*
- 2.37%
- 10Y*
- 13.06%
IYRI vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IYRI NEOS Real Estate High Income ETF | 4.71% | 6.99% |
UNH UnitedHealth Group Incorporated | 23.11% | -37.79% |
Correlation
The correlation between IYRI and UNH is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jan 15, 2025 | 0.20 |
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Return for Risk
IYRI vs. UNH — Risk / Return Rank
IYRI
UNH
IYRI vs. UNH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NEOS Real Estate High Income ETF (IYRI) and UnitedHealth Group Incorporated (UNH). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IYRI | UNH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | -0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.20 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.18 | -0.12 |
| Martin ratioReturn relative to average drawdown | 3.78 | 2.59 | +1.19 |
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Drawdowns
IYRI vs. UNH - Drawdown Comparison
The maximum IYRI drawdown since its inception was -12.12%, smaller than the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for IYRI and UNH.
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Drawdown Indicators
| IYRI | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.12% | -74.37% | +62.25% |
Max Drawdown (1Y)Largest decline over 1 year | -7.53% | -28.96% | +21.43% |
Max Drawdown (3Y)Largest decline over 3 years | — | -61.39% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -61.39% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -61.39% | — |
Current DrawdownCurrent decline from peak | -2.72% | -33.15% | +30.43% |
Average DrawdownAverage peak-to-trough decline | -1.69% | -14.78% | +13.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.10% | 13.17% | -11.07% |
Volatility
IYRI vs. UNH - Volatility Comparison
The current volatility for NEOS Real Estate High Income ETF (IYRI) is 4.02%, while UnitedHealth Group Incorporated (UNH) has a volatility of 7.81%. This indicates that IYRI experiences smaller price fluctuations and is considered to be less risky than UNH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IYRI | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.02% | 7.81% | -3.79% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 30.77% | -22.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.69% | 40.05% | -29.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.18% | 31.89% | -18.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.18% | 30.19% | -17.01% |
Dividends
IYRI vs. UNH - Dividend Comparison
IYRI's dividend yield for the trailing twelve months is around 12.23%, more than UNH's 2.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYRI NEOS Real Estate High Income ETF | 12.23% | 11.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UNH UnitedHealth Group Incorporated | 2.23% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
Frequently Asked Questions
IYRI and UNH have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UNH has higher volatility (7.81%) compared to IYRI (4.02%). In terms of maximum drawdown, IYRI dropped -12.12% vs UNH's -74.37%.
UNH currently has the higher Sharpe Ratio (0.85 vs 0.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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