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