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IYR vs REK

iShares U.S. Real Estate ETF vs ProShares Short Real Estate

IYR

iShares U.S. Real Estate ETF

Annual cost

0.38%

Fund size

$4.9B

REK

ProShares Short Real Estate

Annual cost

0.95%

Fund size

$11M

Key differences

Both IYR and REK are equity ETFs. IYR charges 0.38% a year and REK 0.95%. The main difference: IYR follows a index tracking strategy; REK uses inverse.

  • IYR follows a index tracking strategy; REK uses inverse.
  • IYR costs 0.57% less per year.
  • IYR is much larger than REK. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IYR has delivered higher annualized returns.
  • IYR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYRREK
Annual cost (TER)0.38%0.95%
Fund size (AUM)$4.9B$11M
Since20002010
Dividend yield2.22%3.29%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackinginverse
CAGR 1Y+9.4%-3.6%
CAGR 3Y+9.9%-4.7%
CAGR 5Y+2.4%-0.5%
Sharpe 3Y0.43-0.41
Volatility 1Y13.40%13.64%
Max drawdown-42.32%-58.67%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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