Screener
IYR vs URE
iShares U.S. Real Estate ETF vs ProShares Ultra Real Estate
Key differences
Both IYR and URE are equity ETFs. IYR charges 0.38% a year and URE 0.95%. The main difference: IYR follows a index tracking strategy; URE uses leveraged.
- IYR follows a index tracking strategy; URE uses leveraged.
- IYR costs 0.57% less per year.
- IYR is much larger than URE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, URE has delivered higher annualized returns.
- IYR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IYR | URE | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.95% |
| Fund size (AUM) | $4.9B | $56M |
| Since | 2000 | 2007 |
| Dividend yield | 2.22% | 2.01% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | leveraged |
| CAGR 1Y | +9.4% | +10.2% |
| CAGR 3Y | +9.9% | +11.3% |
| CAGR 5Y | +2.4% | -3.3% |
| Sharpe 3Y | 0.43 | 0.38 |
| Volatility 1Y | 13.40% | 27.22% |
| Max drawdown | -42.32% | -70.49% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.