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REK vs IYR

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

REK

ProShares Short Real Estate

Annual cost

0.95%

Fund size

$11M

IYR

iShares U.S. Real Estate ETF

Annual cost

0.38%

Fund size

$4.9B

Key differences

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

  • REK follows a inverse strategy; IYR uses index tracking.
  • 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

REKIYR
Annual cost (TER)0.95%0.38%
Fund size (AUM)$11M$4.9B
Since20102000
Dividend yield3.29%2.22%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseindex tracking
CAGR 1Y-3.6%+9.4%
CAGR 3Y-4.7%+9.9%
CAGR 5Y-0.5%+2.4%
Sharpe 3Y-0.410.43
Volatility 1Y13.64%13.40%
Max drawdown-58.67%-42.32%

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

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