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VRAI vs IYR

Virtus Real Asset Income ETF vs iShares U.S. Real Estate ETF

VRAI

Virtus Real Asset Income ETF

Virtus

Annual cost

0.55%

Fund size

$18M

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

Key differences

  • IYR costs 0.17% less per year.
  • IYR is significantly larger than VRAI — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VRAI has delivered higher annualized returns.
  • IYR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VRAIIYR
Annual cost (TER)0.55%0.38%
Fund size (AUM)$18M$4.1B
Since20192000
Dividend yield3.19%2.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.3%+14.1%
CAGR 3Y+11.9%+10.4%
CAGR 5Y+6.0%+3.7%
Sharpe 3Y0.590.46
Volatility 1Y11.93%13.14%
Max drawdown-47.51%-42.32%

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

Similar to VRAI and IYR