IYRI vs. VNQ
Compare and contrast key facts about NEOS Real Estate High Income ETF (IYRI) and Vanguard Real Estate ETF (VNQ).
IYRI and VNQ 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. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004. Both IYRI and VNQ 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 VNQ.
Correlation
The correlation between IYRI and VNQ is 0.59, 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. VNQ - Performance Comparison
Key characteristics
IYRI:
20.50%
VNQ:
18.16%
IYRI:
-12.12%
VNQ:
-73.07%
IYRI:
-4.17%
VNQ:
-14.54%
Returns By Period
IYRI
N/A
-1.88%
N/A
N/A
N/A
N/A
VNQ
-1.15%
-2.84%
-8.01%
12.65%
7.74%
4.69%
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IYRI vs. VNQ - Expense Ratio Comparison
IYRI has a 0.68% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
IYRI vs. VNQ — Risk-Adjusted Performance Rank
IYRI
VNQ
IYRI vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NEOS Real Estate High Income ETF (IYRI) and Vanguard Real Estate ETF (VNQ). 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. VNQ - Dividend Comparison
IYRI's dividend yield for the trailing twelve months is around 4.09%, less than VNQ's 4.17% 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% |
VNQ Vanguard Real Estate ETF | 4.17% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
IYRI vs. VNQ - Drawdown Comparison
The maximum IYRI drawdown since its inception was -12.12%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for IYRI and VNQ. For additional features, visit the drawdowns tool.
Volatility
IYRI vs. VNQ - Volatility Comparison
The current volatility for NEOS Real Estate High Income ETF (IYRI) is 9.38%, while Vanguard Real Estate ETF (VNQ) has a volatility of 10.37%. This indicates that IYRI experiences smaller price fluctuations and is considered to be less risky than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.