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REET vs. IQRA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

REET vs. IQRA

Last updated Jun 4, 2026

REET (iShares Global REIT ETF) and IQRA (IQ CBRE Real Assets ETF) are both REIT funds. REET is passively managed, while IQRA is actively managed. Over the past 3 years, REET returned 9.19%/yr vs 9.89%/yr for IQRA. Their correlation of 0.92 suggests significant overlap in exposure. REET charges 0.14%/yr vs 0.65%/yr for IQRA.

Performance

REET vs. IQRA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global REIT ETF (REET) and IQ CBRE Real Assets ETF (IQRA). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, REET achieves a 8.07% return, which is significantly higher than IQRA's 5.98% return.

REET

1D
-0.15%
1M
-0.74%
YTD
8.07%
6M
7.69%
1Y
12.24%
3Y*
9.19%
5Y*
2.22%
10Y*
3.99%

IQRA

1D
-0.25%
1M
-2.66%
YTD
5.98%
6M
5.90%
1Y
11.28%
3Y*
9.89%
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

REET vs. IQRA - Yearly Performance Comparison

2026 (YTD)202520242023
REET
iShares Global REIT ETF		8.07%7.97%2.65%6.96%
IQRA
IQ CBRE Real Assets ETF		5.98%12.42%5.58%2.36%

Correlation

The correlation between REET and IQRA is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.91

Correlation (3Y)
Calculated over the trailing 3-year period

0.92

Correlation (All Time)
Calculated using the full available price history since May 11, 2023

0.92

The correlation between REET and IQRA has been stable across timeframes, ranging from 0.91 to 0.92 - a consistent structural relationship.

REET vs. IQRA - Sectors Allocation Comparison

Sectors
REET
IQRA

Real Estate

99.8%
51.8%

Financial Services

0.2%
2.2%

Basic Materials

-

-

Communication Services

-

0.5%

Consumer Cyclical

-

1.4%

Consumer Defensive

-

1.5%

Energy

-

6.5%

Healthcare

-

-

Industrials

-

12.6%

Technology

-

-

Utilities

-

28.7%

Real Estate

REET
99.8%
IQRA
51.8%

Financial Services

REET
0.2%
IQRA
2.2%

Basic Materials

REET

-

IQRA

-

Communication Services

REET

-

IQRA
0.5%

Consumer Cyclical

REET

-

IQRA
1.4%

Consumer Defensive

REET

-

IQRA
1.5%

Energy

REET

-

IQRA
6.5%

Healthcare

REET

-

IQRA

-

Industrials

REET

-

IQRA
12.6%

Technology

REET

-

IQRA

-

Utilities

REET

-

IQRA
28.7%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Global REIT ETF

IQ CBRE Real Assets ETF

Often compared with REET:
REET vs. VNQREET vs. VNQIREET vs. XLREREET vs. USRTREET vs. SCHHREET vs. RWOREET vs. FREL
Often compared with IQRA:
IQRA vs. RLYIQRA vs. UCONIQRA vs. FPROIQRA vs. VNQIQRA vs. DTCRIQRA vs. DFGRIQRA vs. DFAR

Return for Risk

REET vs. IQRA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
REET
REET Risk / Return Rank: 2828
Overall Rank
REET Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
REET Sortino Ratio Rank: 2626
Sortino Ratio Rank
REET Omega Ratio Rank: 2727
Omega Ratio Rank
REET Calmar Ratio Rank: 2828
Calmar Ratio Rank
REET Martin Ratio Rank: 3232
Martin Ratio Rank
IQRA
IQRA Risk / Return Rank: 2929
Overall Rank
IQRA Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
IQRA Sortino Ratio Rank: 2727
Sortino Ratio Rank
IQRA Omega Ratio Rank: 2828
Omega Ratio Rank
IQRA Calmar Ratio Rank: 2929
Calmar Ratio Rank
IQRA Martin Ratio Rank: 3333
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

REET vs. IQRA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global REIT ETF (REET) and IQ CBRE Real Assets ETF (IQRA). 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.

REETIQRADifference
Sharpe ratioReturn per unit of total volatility
1.02
1.08

-0.06

Sortino ratioReturn per unit of downside risk
1.44
1.51

-0.06

Omega ratioGain probability vs. loss probability

1.18

1.19

-0.01

Calmar ratioReturn relative to maximum drawdown

1.36

1.42

-0.06

Martin ratioReturn relative to average drawdown

4.89

4.92

-0.03

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

REET vs. IQRA - Sharpe Ratio Comparison

The current REET Sharpe Ratio is 1.02, which is comparable to the IQRA Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of REET and IQRA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

REETIQRADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.02

1.08

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.21

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.67

-0.43

Drawdowns

REET vs. IQRA - Drawdown Comparison

The maximum REET drawdown since its inception was -44.59%, which is greater than IQRA's maximum drawdown of -15.70%. Use the drawdown chart below to compare losses from any high point for REET and IQRA.

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Drawdown Indicators

REETIQRADifference

Max Drawdown

Largest peak-to-trough decline

-44.59%

-15.70%

-28.89%

Max Drawdown (1Y)

Largest decline over 1 year

-9.04%

-8.01%

-1.03%

Max Drawdown (3Y)

Largest decline over 3 years

-18.02%

-15.70%

-2.32%

Max Drawdown (5Y)

Largest decline over 5 years

-32.11%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-44.59%

—

—

Current Drawdown

Current decline from peak

-2.83%

-5.02%

+2.19%

Average Drawdown

Average peak-to-trough decline

-9.79%

-3.15%

-6.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.51%

2.30%

+0.21%

Volatility

REET vs. IQRA - Volatility Comparison

iShares Global REIT ETF (REET) has a higher volatility of 3.79% compared to IQ CBRE Real Assets ETF (IQRA) at 3.42%. This indicates that REET's price experiences larger fluctuations and is considered to be riskier than IQRA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

REETIQRADifference

Volatility (1M)

Calculated over the trailing 1-month period

3.79%

3.42%

+0.37%

Volatility (6M)

Calculated over the trailing 6-month period

8.81%

8.22%

+0.59%

Volatility (1Y)

Calculated over the trailing 1-year period

12.10%

10.53%

+1.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.95%

12.86%

+4.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.84%

12.86%

+5.98%

REET vs. IQRA - Expense Ratio Comparison

REET has a 0.14% expense ratio, which is lower than IQRA's 0.65% expense ratio.

Dividends

REET vs. IQRA - Dividend Comparison

REET's dividend yield for the trailing twelve months is around 3.42%, more than IQRA's 2.81% yield.

PositionTTM20252024202320222021202020192018201720162015
IQRA
IQ CBRE Real Assets ETF		2.81%2.83%3.53%2.14%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
REET
iShares Global REIT ETF		3.42%3.67%3.64%3.27%2.43%3.18%2.65%5.25%5.73%3.84%5.37%3.56%

Frequently Asked Questions

With a correlation of 0.91, REET and IQRA move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

REET has higher volatility (3.79%) compared to IQRA (3.42%). In terms of maximum drawdown, REET dropped -44.59% vs IQRA's -15.70%.

On 3-year performance, IQRA leads with 9.89% vs 9.19% for REET. On fees, REET is cheaper at 0.14% per year. On volatility, IQRA has been the lower-risk option at 3.42%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, IQRA has performed better with a 9.89% return vs 9.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

REET is cheaper with a 0.14% expense ratio, compared with 0.65% for IQRA.

REET has the higher dividend yield at 3.42%, compared with 2.81% for IQRA.

They also come from different issuers: iShares and IndexIQ. Their fees differ too: 0.14% for REET and 0.65% for IQRA.

IQRA currently has the higher Sharpe Ratio (1.08 vs 1.02), 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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