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LPRE vs IYR

Long Pond Real Estate Select ETF vs iShares U.S. Real Estate ETF

LPRE

Long Pond Real Estate Select ETF

Long Pond Capital, LP

Annual cost

1.00%

Fund size

$147M

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

Key differences

  • IYR costs 0.62% less per year.
  • IYR is significantly larger than LPRE — larger funds tend to be more liquid and less likely to close.
  • LPRE follows a active selection strategy; IYR uses index tracking.
  • IYR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LPREIYR
Annual cost (TER)1.00%0.38%
Fund size (AUM)$147M$4.1B
Since20252000
Dividend yield1.19%2.19%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+20.8%+13.7%
CAGR 3YN/A+10.1%
CAGR 5YN/A+3.7%
Sharpe 3YN/A0.45
Volatility 1Y15.54%13.13%
Max drawdown-10.33%-42.32%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LPRE and IYR