SATA vs. IYRI

Last updated Jun 24, 2026

SATA (Strive, Inc. Variable Rate Series A Perpetual Preferred Stock) is a stock, while IYRI (NEOS Real Estate High Income ETF) is Derivative Income fund actively managed by Neos. At a 0.01 correlation, their price movements are largely independent.

Performance

SATA vs. IYRI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive, Inc. Variable Rate Series A Perpetual Preferred Stock (SATA) and NEOS Real Estate High Income ETF (IYRI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SATA achieves a 4.95% return, which is significantly lower than IYRI's 7.08% return.

SATA

• 1D: -2.96%
• 1M: -4.42%
• YTD: 4.95%
• 6M: 6.31%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

IYRI

• 1D: 1.00%
• 1M: 0.83%
• YTD: 7.08%
• 6M: 7.36%
• 1Y: 9.17%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SATA vs. IYRI - Yearly Performance Comparison

	2026 (YTD)	2025
SATA Strive, Inc. Variable Rate Series A Perpetual Preferred Stock	4.95%	6.92%
IYRI NEOS Real Estate High Income ETF	7.08%	-0.68%

Correlation

The correlation between SATA and IYRI is 0.01, 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 (All Time) Calculated using the full available price history since Nov 10, 2025	0.01

Return for Risk

SATA vs. IYRI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SATA

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IYRI

IYRI Risk / Return Rank: 26
IYRI Sharpe Ratio Rank: 25
IYRI Sortino Ratio Rank: 23
IYRI Omega Ratio Rank: 23
IYRI Calmar Ratio Rank: 26
IYRI Martin Ratio Rank: 31

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.

SATA vs. IYRI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive, Inc. Variable Rate Series A Perpetual Preferred Stock (SATA) and NEOS Real Estate High Income ETF (IYRI). 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.

	SATA	IYRI	Difference
Sharpe ratio: Return per unit of total volatility	—	0.86	—
Sortino ratio: Return per unit of downside risk	—	1.23	—
Omega ratio: Gain probability vs. loss probability	—	1.16	—
Calmar ratio: Return relative to maximum drawdown	—	1.22	—
Martin ratio: Return relative to average drawdown	—	4.37	—

Drawdowns

SATA vs. IYRI - Drawdown Comparison

The maximum SATA drawdown since its inception was -17.06%, which is greater than IYRI's maximum drawdown of -12.12%. Use the drawdown chart below to compare losses from any high point for SATA and IYRI.

Drawdown Indicators

	SATA	IYRI	Difference
Max Drawdown Largest peak-to-trough decline	-17.06%	-12.12%	-4.94%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.53%	—
Current Drawdown Current decline from peak	-5.51%	-0.52%	-4.99%
Average Drawdown Average peak-to-trough decline	-2.42%	-1.69%	-0.73%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.10%	—

Volatility

Volatility by Period

	SATA	IYRI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.21%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.94%	—
Volatility (1Y) Calculated over the trailing 1-year period	24.55%	10.80%	+13.75%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.55%	13.20%	+11.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.55%	13.20%	+11.35%

Dividends

SATA vs. IYRI - Dividend Comparison

SATA's dividend yield for the trailing twelve months is around 7.94%, less than IYRI's 11.96% yield.

Position	TTM	2025
IYRI NEOS Real Estate High Income ETF	11.96%	11.72%
SATA Strive, Inc. Variable Rate Series A Perpetual Preferred Stock	7.94%	2.27%

Frequently Asked Questions

Can I hold both SATA and IYRI in my portfolio?

SATA and IYRI have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.