MNR vs. IYW
MNR (Monmouth Real Estate Investment Corporation) is a stock, while IYW (iShares U.S. Technology ETF) is Technology Equities fund tracking the Russell 1000 Technology RIC 22.5/45 Capped Index. Over the past year, MNR returned -2.96% vs 43.82% for IYW. At a 0.10 correlation, their price movements are largely independent.
Performance
MNR vs. IYW - Performance Comparison
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Returns By Period
In the year-to-date period, MNR achieves a 23.40% return, which is significantly higher than IYW's 21.37% return.
MNR
- 1D
- -0.48%
- 1M
- -10.89%
- YTD
- 23.40%
- 6M
- 21.63%
- 1Y
- -2.96%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IYW
- 1D
- -0.48%
- 1M
- 0.20%
- YTD
- 21.37%
- 6M
- 19.55%
- 1Y
- 43.82%
- 3Y*
- 31.88%
- 5Y*
- 20.23%
- 10Y*
- 25.87%
MNR vs. IYW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
MNR Monmouth Real Estate Investment Corporation | 23.40% | -26.21% | 23.43% | -13.21% |
IYW iShares U.S. Technology ETF | 21.37% | 25.38% | 30.25% | 15.75% |
Correlation
The correlation between MNR and IYW is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since Oct 25, 2023 | 0.10 |
The correlation between MNR and IYW shifts across timeframes, from -0.03 (1 year) to 0.10 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
MNR vs. IYW — Risk / Return Rank
MNR
IYW
MNR vs. IYW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Monmouth Real Estate Investment Corporation (MNR) and iShares U.S. Technology ETF (IYW). 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.
| MNR | IYW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.08 | ||
| Sortino ratioReturn per unit of downside risk | -2.49 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.34 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.11 | 2.47 | -2.58 |
| Martin ratioReturn relative to average drawdown | -0.21 | 7.86 | -8.07 |
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Drawdowns
MNR vs. IYW - Drawdown Comparison
The maximum MNR drawdown since its inception was -34.70%, smaller than the maximum IYW drawdown of -81.90%. Use the drawdown chart below to compare losses from any high point for MNR and IYW.
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Drawdown Indicators
| MNR | IYW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.70% | -81.90% | +47.20% |
Max Drawdown (1Y)Largest decline over 1 year | -27.08% | -17.81% | -9.27% |
Max Drawdown (3Y)Largest decline over 3 years | — | -26.47% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -39.44% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.44% | — |
Current DrawdownCurrent decline from peak | -17.62% | -6.80% | -10.82% |
Average DrawdownAverage peak-to-trough decline | -14.82% | -34.59% | +19.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.15% | 5.59% | +8.56% |
Volatility
MNR vs. IYW - Volatility Comparison
The current volatility for Monmouth Real Estate Investment Corporation (MNR) is 7.53%, while iShares U.S. Technology ETF (IYW) has a volatility of 11.14%. This indicates that MNR experiences smaller price fluctuations and is considered to be less risky than IYW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MNR | IYW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.53% | 11.14% | -3.61% |
Volatility (6M)Calculated over the trailing 6-month period | 21.94% | 18.38% | +3.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.20% | 22.33% | +5.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.86% | 26.24% | +2.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.86% | 25.25% | +3.61% |
Dividends
MNR vs. IYW - Dividend Comparison
MNR's dividend yield for the trailing twelve months is around 14.54%, more than IYW's 0.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYW iShares U.S. Technology ETF | 0.11% | 0.14% | 0.21% | 0.34% | 0.50% | 0.31% | 0.56% | 0.72% | 0.92% | 0.82% | 1.14% | 1.12% |
MNR Monmouth Real Estate Investment Corporation | 14.54% | 17.57% | 18.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MNR and IYW have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IYW has higher volatility (11.14%) compared to MNR (7.53%). In terms of maximum drawdown, MNR dropped -34.70% vs IYW's -81.90%.
IYW currently has the higher Sharpe Ratio (1.98 vs -0.11), 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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