Screener
URE vs IYR
ProShares Ultra Real Estate vs iShares U.S. Real Estate ETF
Key differences
Both URE and IYR are equity ETFs. URE charges 0.95% a year and IYR 0.38%. The main difference: URE follows a leveraged strategy; IYR uses index tracking.
- URE follows a leveraged strategy; IYR uses index tracking.
- 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
| URE | IYR | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.38% |
| Fund size (AUM) | $56M | $4.9B |
| Since | 2007 | 2000 |
| Dividend yield | 2.01% | 2.22% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | leveraged | index tracking |
| CAGR 1Y | +10.2% | +9.4% |
| CAGR 3Y | +11.3% | +9.9% |
| CAGR 5Y | -3.3% | +2.4% |
| Sharpe 3Y | 0.38 | 0.43 |
| Volatility 1Y | 27.22% | 13.40% |
| Max drawdown | -70.49% | -42.32% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.