EWD vs IYRI

Comparison between ISHARES MSCI SWEDEN ETF (EWD, ETF) and NEOS REAL ESTATE HIGH INCOME ETF (IYRI, ETF).

EWD vs IYRI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EWD(ETF)	IYRI(ETF)
Net Assets	$285M	$285M
Expense Ratio	0.51%	0.68%
Max Drawdown	79.94%	13.31%
Sharpe Ratio	0.66	0.67
5Y Beta	0.86	0.42
P/E Ratio	N/A	32.19
Forward P/E	N/A	30.43
PEG Ratio	N/A	0.36
5Y Dividends CAGR	13.13%	N/A
5Y EPS CAGR	N/A	7.95%
Debt to Equity	N/A	37.54%
P/S Ratio	N/A	5.82
P/B Ratio	N/A	2.76

Net Assets

EWD

$285M

Winner

IYRI

$285M

Expense Ratio

Winner

EWD

0.51%

IYRI

0.68%

Max Drawdown

EWD

79.94%

Winner

IYRI

13.31%

Sharpe Ratio

EWD

0.66

Winner

IYRI

0.67

5Y Beta

EWD

0.86

Winner

IYRI

0.42

P/E Ratio

EWD

N/A

IYRI

32.19

Forward P/E

EWD

N/A

IYRI

30.43

PEG Ratio

EWD

N/A

IYRI

0.36

5Y Dividends CAGR

EWD

13.13%

IYRI

N/A

5Y EPS CAGR

EWD

N/A

IYRI

7.95%

Debt to Equity

EWD

N/A

IYRI

37.54%

P/S Ratio

EWD

N/A

IYRI

5.82

P/B Ratio

EWD

N/A

IYRI

2.76

EWD vs IYRI - Holdings Comparison

EWD and IYRI have 1 common holdings. Overlap is -0.92%

EWD's top 25 holdings weight is 84.35%. IYRI's top 25 holdings weight is 76.11%.

Rank	EWD	IYRI
#1	INVESTOR AB CLASS B (n/a) - 9.50%	WELLTOWER INC (WELL) - 11.00%
#2	SPOTIFY TECHNOLOGY SA (SPOT) - 9.45%	PROLOGIS INC (PLD) - 9.19%
#3	VOLVO AB CLASS B (VOLVF) - 7.16%	SIMON PROPERTY GROUP INC (SPG) - 5.05%
#4	ATLAS COPCO AB CLASS A (n/a) - 6.66%	EQUINIX INC (EQIX) - 4.54%
#5	SANDVIK AB (n/a) - 5.57%	REALTY INCOME CORP (O) - 4.16%
#6	SWEDBANK AB CLASS A (n/a) - 4.16%	DIGITAL REALTY TRUST INC (DLR) - 4.12%
#7	SKANDINAVISKA ENSKILDA BANKEN AB CLASS A (n/a) - 4.12%	AMERICAN TOWER CORP (AMT) - 3.98%
#8	ASSA ABLOY AB CLASS B (n/a) - 4.04%	PUBLIC STORAGE (PSA) - 3.70%
#9	TELEFONAKTIEBOLAGET L M ERICSSON CLASS B (n/a) - 3.65%	VENTAS INC (VTR) - 3.09%
#10	ATLAS COPCO AB CLASS B (n/a) - 3.46%	CBRE GROUP INC CLASS A (CBRE) - 2.85%
#11	SVENSKA HANDELSBANKEN AB CLASS A (n/a) - 2.81%	IRON MOUNTAIN INC (IRM) - 2.66%
#12	EPIROC AB ORDINARY SHARES CLASS A (n/a) - 2.27%	CROWN CASTLE INC (CCI) - 2.48%
#13	SAAB AB CLASS B (n/a) - 2.25%	EXTRA SPACE STORAGE INC (EXR) - 2.27%
#14	ESSITY AB CLASS B (n/a) - 2.25%	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.07%
#15	HEXAGON AB CLASS B (n/a) - 2.21%	AVALONBAY COMMUNITIES INC (AVB) - 1.99%
#16	ALFA LAVAL AB (n/a) - 2.19%	EQUITY RESIDENTIAL (EQR) - 1.74%
#17	BOLIDEN AB (n/a) - 2.02%	SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.46%
#18	EQT AB ORDINARY SHARES (n/a) - 1.88%	ESSEX PROPERTY TRUST INC (ESS) - 1.40%
#19	TELIA COMPANY AB (n/a) - 1.48%	WEYERHAEUSER CO (WY) - 1.28%
#20	TELE2 AB CLASS B (n/a) - 1.26%	INVITATION HOMES INC (INVH) - 1.27%
#21	EVOLUTION AB (n/a) - 1.24%	KIMCO REALTY CORP (KIM) - 1.25%
#22	SWEDISH ORPHAN BIOVITRUM AB (n/a) - 1.20%	W.P. CAREY INC (WPC) - 1.17%
#23	SKF AB CLASS B (n/a) - 1.19%	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.15%
#24	ADDTECH AB CLASS B (n/a) - 1.18%	HEALTHPEAK PROPERTIES INC (DOC) - 1.13%
#25	EPIROC AB SHARE B (n/a) - 1.15%	HOST HOTELS & RESORTS INC (HST) - 1.11%
Total Holdings	53	68

EWD vs IYRI - Historical Returns

Returns include dividend reinvestment.

Period	EWD	IYRI
1 month	-0.16%	+3.28%
3 months	-3.31%	+3.96%
6 months	-0.49%	+6.86%
1 year	+14.71%	+10.87%
5 years(CAGR)	+4.55%	N/A
10 years(CAGR)	+9.54%	N/A
Max(CAGR)	+6.62%	+11.73%

EWD

-0.16%

Winner

IYRI

+3.28%

EWD

-3.31%

Winner

IYRI

+3.96%

EWD

-0.49%

Winner

IYRI

+6.86%

Winner

EWD

+14.71%

IYRI

+10.87%

5Y(CAGR)

EWD

+4.55%

IYRI

N/A

10Y(CAGR)

EWD

+9.54%

IYRI

N/A

Max(CAGR)

EWD

+6.62%

Winner

IYRI

+11.73%

EWD vs IYRI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EWD	IYRI
2026	+3.36%	+9.59%
2025	+36.16%	+7.99%
2024	-1.94%	N/A
2023	+23.68%	N/A
2022	-28.45%	N/A
2021	+21.34%	N/A
2020	+18.94%	N/A
2019	+23.80%	N/A
2018	-13.43%	N/A
2017	+21.04%	N/A
2016	+4.52%	N/A
2015	-3.90%	N/A
2014	-5.97%	N/A
2013	+21.95%	N/A
2012	+19.94%	N/A
2011	-18.22%	N/A
2010	+31.31%	N/A
2009	+48.46%	N/A
2008	-46.58%	N/A
2007	-2.28%	N/A
2006	+38.19%	N/A
2005	+9.32%	N/A
2004	+34.96%	N/A
2003	+57.95%	N/A
2002	-31.32%	N/A
2001	-22.76%	N/A
2000	-27.76%	N/A
1999	+27.13%	N/A

EWD vs IYRI Drawdown Comparison

The maximum drawdown for EWD was -75.34%, occurring on Oct 9, 2002. Recovery took 1668 trading sessions.

The maximum drawdown for IYRI was -12.12%, occurring on Apr 8, 2025. Recovery took 75 trading sessions.

The current EWD drawdown is -6.31%. The current IYRI drawdown is -0.22%.

Rank	EWD	IYRI
#1	-75.34% Mar 3, 2000 - Oct 20, 2006	-12.12% Mar 5, 2025 - Jun 23, 2025
#2	-68.10% Jul 12, 2007 - Apr 21, 2011	-7.52% Mar 2, 2026 - Apr 20, 2026
#3	-42.26% Aug 13, 2021 - Feb 18, 2025	-3.89% Oct 27, 2025 - Jan 16, 2026
#4	-37.22% Feb 12, 2020 - Jul 17, 2020	-2.95% Sep 11, 2025 - Oct 20, 2025
#5	-36.19% May 2, 2011 - Mar 7, 2013	-2.72% Jun 12, 2026 - Jun 26, 2026
#6	-25.57% May 21, 2014 - May 2, 2017	-2.67% May 11, 2026 - May 26, 2026
#7	-23.30% Jan 24, 2018 - Jan 2, 2020	-2.67% May 26, 2026 - Jun 9, 2026
#8	-17.84% Mar 7, 2025 - May 13, 2025	-2.61% Jul 25, 2025 - Aug 22, 2025
#9	-14.49% Feb 27, 2026 - Mar 20, 2026	-1.74% Jan 16, 2026 - Feb 6, 2026
#10	-12.59% May 21, 2013 - Jul 23, 2013	-1.71% Jun 24, 2025 - Jul 14, 2025
#11	-9.09% Feb 26, 2007 - Mar 21, 2007	-1.44% Jun 26, 2026 - Jul 7, 2026
#12	-8.75% May 7, 2007 - Jul 6, 2007	-1.42% Aug 29, 2025 - Sep 5, 2025
#13	-8.18% Oct 12, 2020 - Nov 6, 2020	-1.35% Apr 20, 2026 - May 11, 2026
#14	-8.16% Sep 18, 2013 - Dec 30, 2013	-1.20% Jul 7, 2026 - Jul 16, 2026
#15	-7.82% Oct 27, 2025 - Dec 10, 2025	-1.04% Jan 27, 2025 - Feb 5, 2025

Correlation

Correlation between EWD and IYRI is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (1999 - 2026)

EWD vs IYRI dividend yield comparison.

Year	EWD	IYRI
2026	2.38%	5.34%
2025	3.27%	11.72%
2024	1.77%	0.00%
2023	2.41%	0.00%
2022	3.68%	0.00%
2021	5.46%	0.00%
2020	0.98%	0.00%
2019	4.15%	0.00%
2018	5.17%	0.00%
2017	3.23%	0.00%
2016	3.91%	0.00%
2015	4.08%	0.00%
2014	3.92%	0.00%
2013	3.47%	0.00%
2012	3.03%	0.00%
2011	4.13%	0.00%
2010	1.77%	0.00%
2009	2.13%	0.00%
2008	8.23%	0.00%
2007	3.61%	0.00%
2006	1.05%	0.00%
2005	1.85%	0.00%
2004	0.70%	0.00%
2003	1.58%	0.00%
2002	1.28%	0.00%
2001	0.35%	0.00%
2000	30.15%	0.00%
1999	3.42%	0.00%