IYZ vs. IYR
Compare and contrast key facts about iShares U.S. Telecommunications ETF (IYZ) and iShares U.S. Real Estate ETF (IYR).
IYZ and IYR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYZ is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Telecommunications Index. It was launched on May 22, 2000. IYR is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Real Estate Index. It was launched on Jun 12, 2000. Both IYZ and IYR 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: IYZ or IYR.
Key characteristics
| IYZ | IYR | |
|---|---|---|
| YTD Return | -5.17% | -5.30% |
| 1Y Return | 2.71% | 5.42% |
| 3Y Return (Ann) | -11.98% | -1.45% |
| 5Y Return (Ann) | -3.70% | 2.65% |
| 10Y Return (Ann) | -0.84% | 5.39% |
| Sharpe Ratio | 0.16 | 0.23 |
| Daily Std Dev | 16.13% | 18.48% |
| Max Drawdown | -77.12% | -74.13% |
| Current Drawdown | -37.72% | -21.07% |
Correlation
The correlation between IYZ and IYR is 0.53, 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
IYZ vs. IYR - Performance Comparison
The year-to-date returns for both stocks are quite close, with IYZ having a -5.17% return and IYR slightly lower at -5.30%. Over the past 10 years, IYZ has underperformed IYR with an annualized return of -0.84%, while IYR has yielded a comparatively higher 5.39% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IYZ vs. IYR - Expense Ratio Comparison
Both IYZ and IYR have an expense ratio of 0.42%.
Risk-Adjusted Performance
IYZ vs. IYR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Telecommunications ETF (IYZ) and iShares U.S. Real Estate ETF (IYR). 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.
Dividends
IYZ vs. IYR - Dividend Comparison
IYZ's dividend yield for the trailing twelve months is around 2.33%, less than IYR's 2.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYZ iShares U.S. Telecommunications ETF | 2.33% | 2.27% | 2.55% | 2.51% | 2.60% | 2.36% | 2.15% | 3.54% | 2.27% | 1.98% | 2.25% | 2.62% |
IYR iShares U.S. Real Estate ETF | 2.78% | 2.75% | 2.92% | 2.06% | 2.58% | 3.05% | 3.53% | 3.73% | 4.41% | 3.92% | 3.66% | 3.78% |
Drawdowns
IYZ vs. IYR - Drawdown Comparison
The maximum IYZ drawdown since its inception was -77.12%, roughly equal to the maximum IYR drawdown of -74.13%. Use the drawdown chart below to compare losses from any high point for IYZ and IYR. For additional features, visit the drawdowns tool.
Volatility
IYZ vs. IYR - Volatility Comparison
The current volatility for iShares U.S. Telecommunications ETF (IYZ) is 4.19%, while iShares U.S. Real Estate ETF (IYR) has a volatility of 4.63%. This indicates that IYZ experiences smaller price fluctuations and is considered to be less risky than IYR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.