IYRI vs. VGIT
Compare and contrast key facts about NEOS Real Estate High Income ETF (IYRI) and Vanguard Intermediate-Term Treasury ETF (VGIT).
IYRI and VGIT 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. VGIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 3-10 Year Government Float Adjusted Index. It was launched on Nov 19, 2009. Both IYRI and VGIT 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 VGIT.
Correlation
The correlation between IYRI and VGIT is -0.16. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
IYRI vs. VGIT - Performance Comparison
Key characteristics
IYRI:
20.35%
VGIT:
4.56%
IYRI:
-12.12%
VGIT:
-16.05%
IYRI:
-4.29%
VGIT:
-5.39%
Returns By Period
IYRI
N/A
-2.09%
N/A
N/A
N/A
N/A
VGIT
3.57%
1.23%
2.79%
8.10%
-0.91%
1.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IYRI vs. VGIT - Expense Ratio Comparison
IYRI has a 0.68% expense ratio, which is higher than VGIT's 0.04% expense ratio.
Risk-Adjusted Performance
IYRI vs. VGIT — Risk-Adjusted Performance Rank
IYRI
VGIT
IYRI vs. VGIT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NEOS Real Estate High Income ETF (IYRI) and Vanguard Intermediate-Term Treasury ETF (VGIT). 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. VGIT - Dividend Comparison
IYRI's dividend yield for the trailing twelve months is around 4.09%, more than VGIT's 3.69% 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% |
VGIT Vanguard Intermediate-Term Treasury ETF | 3.69% | 3.67% | 2.72% | 1.74% | 1.69% | 2.23% | 2.24% | 2.05% | 1.67% | 1.69% | 1.69% | 1.54% |
Drawdowns
IYRI vs. VGIT - Drawdown Comparison
The maximum IYRI drawdown since its inception was -12.12%, smaller than the maximum VGIT drawdown of -16.05%. Use the drawdown chart below to compare losses from any high point for IYRI and VGIT. For additional features, visit the drawdowns tool.
Volatility
IYRI vs. VGIT - Volatility Comparison
NEOS Real Estate High Income ETF (IYRI) has a higher volatility of 9.37% compared to Vanguard Intermediate-Term Treasury ETF (VGIT) at 1.81%. This indicates that IYRI's price experiences larger fluctuations and is considered to be riskier than VGIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.