Screener
IYR vs SRS
iShares U.S. Real Estate ETF vs ProShares UltraShort Real Estate
Key differences
Both IYR and SRS are equity ETFs. IYR charges 0.38% a year and SRS 0.95%. The main difference: IYR follows a index tracking strategy; SRS uses inverse.
- IYR follows a index tracking strategy; SRS uses inverse.
- IYR costs 0.57% less per year.
- IYR is much larger than SRS. 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
| IYR | SRS | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.95% |
| Fund size (AUM) | $4.9B | $17M |
| Since | 2000 | 2007 |
| Dividend yield | 2.22% | 3.74% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | inverse |
| CAGR 1Y | +9.4% | -11.2% |
| CAGR 3Y | +9.9% | -14.6% |
| CAGR 5Y | +2.4% | -6.7% |
| Sharpe 3Y | 0.43 | -0.40 |
| Volatility 1Y | 13.40% | 27.57% |
| Max drawdown | -42.32% | -85.82% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.