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TEQI vs IYR

T. Rowe Price Equity Income ETF vs iShares U.S. Real Estate ETF

TEQI

T. Rowe Price Equity Income ETF

T. Rowe Price

Annual cost

0.54%

Fund size

$403M

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

Key differences

  • IYR costs 0.16% less per year.
  • IYR is significantly larger than TEQI — larger funds tend to be more liquid and less likely to close.
  • TEQI follows a active selection strategy; IYR uses index tracking.
  • Over the last 3 years, TEQI has delivered higher annualized returns.
  • IYR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TEQIIYR
Annual cost (TER)0.54%0.38%
Fund size (AUM)$403M$4.1B
Since20202000
Dividend yield1.57%2.19%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+24.4%+14.1%
CAGR 3Y+16.7%+10.4%
CAGR 5Y+9.8%+3.7%
Sharpe 3Y0.990.46
Volatility 1Y10.61%13.14%
Max drawdown-17.82%-42.32%

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

Similar to TEQI and IYR