IYRI vs. XQQI
IYRI (NEOS Real Estate High Income ETF) and XQQI (NEOS Boosted Nasdaq-100 High Income ETF) are both exchange-traded funds - IYRI is a Derivative Income fund actively managed by Neos, while XQQI is a Nasdaq-100 fund actively managed by Neos. Both are actively managed. Their -0.02 correlation means they have often moved in opposite directions in the past. IYRI charges 0.68%/yr vs 0.98%/yr for XQQI.
Performance
IYRI vs. XQQI - Performance Comparison
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Returns By Period
IYRI
- 1D
- -0.14%
- 1M
- 1.21%
- 6M
- 7.99%
- YTD
- 9.43%
- 1Y
- 10.79%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.71%
XQQI
- 1D
- 3.83%
- 1M
- 0.97%
- 6M
- 13.25%
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.36M | $3.54M | $3.80M | |
| $12.03M | $14.11M | $14.46M |
IYRI vs. XQQI - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IYRI NEOS Real Estate High Income ETF | 7.97% |
XQQI NEOS Boosted Nasdaq-100 High Income ETF | 11.14% |
Correlation
The correlation between IYRI and XQQI is -0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Feb 3, 2026 | -0.02 |
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Return for Risk
IYRI vs. XQQI — Risk / Return Rank
IYRI
XQQI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IYRI vs. XQQI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NEOS Real Estate High Income ETF (IYRI) and NEOS Boosted Nasdaq-100 High Income ETF (XQQI). 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 | XQQI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.19 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | — | — |
| Martin ratioReturn relative to average drawdown | 5.25 | — | — |
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Drawdowns
IYRI vs. XQQI - Drawdown Comparison
The maximum IYRI drawdown since its inception was -12.12%, smaller than the maximum XQQI drawdown of -15.48%. Use the drawdown chart below to compare losses from any high point for IYRI and XQQI.
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Drawdown Indicators
| IYRI | XQQI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.12% | -15.48% | +3.36% |
Max Drawdown (1Y)Largest decline over 1 year | -7.53% | — | — |
Current DrawdownCurrent decline from peak | -0.85% | -4.70% | +3.85% |
Average DrawdownAverage peak-to-trough decline | -1.60% | -3.85% | +2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | — | — |
Volatility
IYRI vs. XQQI - Volatility Comparison
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Volatility by Period
| IYRI | XQQI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.76% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 8.10% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.69% | 28.75% | -18.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.98% | 28.75% | -15.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.98% | 28.75% | -15.77% |
IYRI vs. XQQI - Expense Ratio Comparison
IYRI has a 0.68% expense ratio, which is lower than XQQI's 0.98% expense ratio.
Dividends
IYRI vs. XQQI - Dividend Comparison
IYRI's dividend yield for the trailing twelve months is around 10.84%, more than XQQI's 10.11% yield.
| Position | TTM | 2025 |
|---|---|---|
IYRI NEOS Real Estate High Income ETF | 10.84% | 11.72% |
XQQI NEOS Boosted Nasdaq-100 High Income ETF | 10.11% | 0.00% |
Frequently Asked Questions
IYRI and XQQI have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IYRI is cheaper at 0.68% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IYRI is cheaper with a 0.68% expense ratio, compared with 0.98% for XQQI.
IYRI has the higher dividend yield at 10.84%, compared with 10.11% for XQQI.
IYRI is categorized as Derivative Income, while XQQI is Nasdaq-100. Their fees differ too: 0.68% for IYRI and 0.98% for XQQI.
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