RLTY vs. IQQQ
RLTY (Cohen & Steers Real Estate Opportunities and Income Fund, Inc.) is a stock, while IQQQ (ProShares Nasdaq-100 High Income ETF) is Nasdaq-100 fund tracking the Nasdaq-100 Daily Covered Call Index. RLTY is actively managed, while IQQQ is passively managed. Over the past year, RLTY returned 13.03% vs 23.94% for IQQQ. Their 0.17 correlation means their historical movements had little consistent relationship. RLTY charges 4.55%/yr vs 0.55%/yr for IQQQ.
Performance
RLTY vs. IQQQ - Performance Comparison
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Returns By Period
In the year-to-date period, RLTY achieves a 13.62% return, which is significantly higher than IQQQ's 11.89% return.
RLTY
- 1D
- -0.06%
- 1M
- 0.69%
- 6M
- 11.49%
- YTD
- 13.62%
- 1Y
- 13.03%
- 3Y*
- 14.15%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 3.43%
IQQQ
- 1D
- 1.65%
- 1M
- -1.59%
- 6M
- 9.64%
- YTD
- 11.89%
- 1Y
- 23.94%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 18.80%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.03M | $2.38M | $2.95M | |
| $918.60K | $984.37K | $876.70K |
RLTY vs. IQQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
RLTY Cohen & Steers Real Estate Opportunities and Income Fund, Inc. | 13.62% | 8.56% | 12.99% |
IQQQ ProShares Nasdaq-100 High Income ETF | 11.89% | 17.11% | 14.82% |
Correlation
The correlation between RLTY and IQQQ is 0.07, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.07 |
Correlation (All Time) Calculated using the full available price history since Mar 20, 2024 | 0.17 |
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Return for Risk
RLTY vs. IQQQ — Risk / Return Rank
RLTY
IQQQ
RLTY vs. IQQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Opportunities and Income Fund, Inc. (RLTY) and ProShares Nasdaq-100 High Income ETF (IQQQ). 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.
| RLTY | IQQQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | 2.14 | -0.99 |
| Martin ratioReturn relative to average drawdown | 3.82 | 6.34 | -2.52 |
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Drawdowns
RLTY vs. IQQQ - Drawdown Comparison
The maximum RLTY drawdown since its inception was -35.44%, which is greater than IQQQ's maximum drawdown of -20.41%. Use the drawdown chart below to compare losses from any high point for RLTY and IQQQ.
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Drawdown Indicators
| RLTY | IQQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.44% | -20.41% | -15.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.40% | -11.25% | -0.15% |
Max Drawdown (3Y)Largest decline over 3 years | -20.81% | — | — |
Current DrawdownCurrent decline from peak | -1.97% | -6.04% | +4.07% |
Average DrawdownAverage peak-to-trough decline | -13.27% | -3.71% | -9.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 3.78% | -0.36% |
Volatility
RLTY vs. IQQQ - Volatility Comparison
The current volatility for Cohen & Steers Real Estate Opportunities and Income Fund, Inc. (RLTY) is 3.25%, while ProShares Nasdaq-100 High Income ETF (IQQQ) has a volatility of 6.91%. This indicates that RLTY experiences smaller price fluctuations and is considered to be less risky than IQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RLTY | IQQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.25% | 6.91% | -3.66% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 15.14% | -4.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.08% | 18.47% | -5.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.44% | 19.31% | +3.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.44% | 19.31% | +3.13% |
RLTY vs. IQQQ - Expense Ratio Comparison
RLTY has a 4.55% expense ratio, which is higher than IQQQ's 0.55% expense ratio.
Dividends
RLTY vs. IQQQ - Dividend Comparison
RLTY's dividend yield for the trailing twelve months is around 8.31%, more than IQQQ's 5.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
IQQQ ProShares Nasdaq-100 High Income ETF | 5.81% | 10.34% | 7.27% | 0.00% | 0.00% |
RLTY Cohen & Steers Real Estate Opportunities and Income Fund, Inc. | 8.31% | 8.98% | 8.93% | 9.18% | 6.94% |
Frequently Asked Questions
RLTY and IQQQ have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IQQQ has higher volatility (6.91%) compared to RLTY (3.25%). In terms of maximum drawdown, RLTY dropped -35.44% vs IQQQ's -20.41%.
IQQQ currently has the higher Sharpe Ratio (1.30 vs 1.00), 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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