HEEM vs IYRI
Comparison between ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF (HEEM, ETF) and NEOS REAL ESTATE HIGH INCOME ETF (IYRI, ETF).
HEEM vs IYRI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HEEM
$258M
Winner
IYRI
$259M
Expense Ratio
HEEM
0.72%
Winner
IYRI
0.68%
Max Drawdown
HEEM
35.35%
Winner
IYRI
13.31%
Sharpe Ratio
Winner
HEEM
2.09
IYRI
0.63
5Y Beta
HEEM
0.72
Winner
IYRI
0.45
P/E Ratio
HEEM
N/A
IYRI
32.02
Forward P/E
HEEM
N/A
IYRI
30.12
PEG Ratio
HEEM
N/A
IYRI
0.36
5Y Dividends CAGR
HEEM
14.21%
IYRI
N/A
5Y EPS CAGR
HEEM
N/A
IYRI
8.15%
Debt to Equity
HEEM
N/A
IYRI
33.23%
P/S Ratio
HEEM
N/A
IYRI
5.74
P/B Ratio
HEEM
N/A
IYRI
2.72
HEEM vs IYRI - Holdings Comparison
HEEM and IYRI have 1 common holdings. Overlap is -24.25%
HEEM's top 25 holdings weight is 171.34%. IYRI's top 25 holdings weight is 76.63%.
| Rank | HEEM | IYRI |
|---|---|---|
| #1 | ISHARES MSCI EMERGING MARKETS ETF (EEM) - 99.63% | WELLTOWER INC (WELL) - 10.20% |
| #2 | TWD/USD PURCHASED (n/a) - 23.77% | PROLOGIS INC (PLD) - 9.51% |
| #3 | KRW/USD PURCHASED (n/a) - 17.95% | EQUINIX INC (EQIX) - 4.80% |
| #4 | HKD/USD PURCHASED (n/a) - 16.93% | SIMON PROPERTY GROUP INC (SPG) - 4.74% |
| #5 | INR/USD PURCHASED (n/a) - 10.35% | DIGITAL REALTY TRUST INC (DLR) - 4.63% |
| #6 | BRL/USD PURCHASED (n/a) - 3.78% | AMERICAN TOWER CORP (AMT) - 4.38% |
| #7 | CNH/USD PURCHASED (n/a) - 3.34% | REALTY INCOME CORP (O) - 4.09% |
| #8 | ZAR/USD PURCHASED (n/a) - 3.01% | PUBLIC STORAGE (PSA) - 3.55% |
| #9 | EUR/USD PURCHASED (n/a) - 1.74% | VENTAS INC (VTR) - 2.97% |
| #10 | MXN/USD PURCHASED (n/a) - 1.74% | CROWN CASTLE INC (CCI) - 2.86% |
| #11 | IDR/USD PURCHASED (n/a) - 0.01% | IRON MOUNTAIN INC (IRM) - 2.80% |
| #12 | CLP/USD PURCHASED (n/a) - 0.00% | CBRE GROUP INC CLASS A (CBRE) - 2.79% |
| #13 | THB/USD PURCHASED (n/a) - 0.00% | EXTRA SPACE STORAGE INC (EXR) - 2.26% |
| #14 | TRY/USD PURCHASED (n/a) - 0.00% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.26% |
| #15 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.00% | AVALONBAY COMMUNITIES INC (AVB) - 1.93% |
| #16 | MYR/USD PURCHASED (n/a) - 0.00% | EQUITY RESIDENTIAL (EQR) - 1.68% |
| #17 | USD CASH (n/a) - -0.38% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.58% |
| #18 | TRY/USD SOLD (n/a) - -0.43% | ESSEX PROPERTY TRUST INC (ESS) - 1.31% |
| #19 | CLP/USD SOLD (n/a) - -0.57% | WEYERHAEUSER CO (WY) - 1.28% |
| #20 | IDR/USD SOLD (n/a) - -0.77% | INVITATION HOMES INC (INVH) - 1.24% |
| #21 | THB/USD SOLD (n/a) - -0.97% | W.P. CAREY INC (WPC) - 1.23% |
| #22 | MYR/USD SOLD (n/a) - -1.06% | KIMCO REALTY CORP (KIM) - 1.22% |
| #23 | MXN/USD SOLD (n/a) - -1.74% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.13% |
| #24 | EUR/USD SOLD (n/a) - -1.92% | HOST HOTELS & RESORTS INC (HST) - 1.11% |
| #25 | ZAR/USD SOLD (n/a) - -3.07% | SUN COMMUNITIES INC (SUI) - 1.08% |
| Total Holdings | 31 | 67 |
HEEM vs IYRI - Historical Returns
Returns include dividend reinvestment.
1M
HEEM
+0.44%
Winner
IYRI
+0.69%
3M
Winner
HEEM
+12.89%
IYRI
+1.40%
6M
Winner
HEEM
+21.67%
IYRI
+5.40%
1Y
Winner
HEEM
+50.32%
IYRI
+10.53%
5Y(CAGR)
HEEM
+8.77%
IYRI
N/A
10Y(CAGR)
HEEM
+10.47%
IYRI
N/A
Max(CAGR)
HEEM
+8.15%
Winner
IYRI
+10.35%
HEEM vs IYRI - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | HEEM | IYRI |
|---|---|---|
| 2026 | +17.66% | +6.23% |
| 2025 | +34.47% | +7.99% |
| 2024 | +13.00% | N/A |
| 2023 | +8.27% | N/A |
| 2022 | -17.43% | N/A |
| 2021 | -2.74% | N/A |
| 2020 | +15.36% | N/A |
| 2019 | +17.92% | N/A |
| 2018 | -12.68% | N/A |
| 2017 | +26.04% | N/A |
| 2016 | +11.00% | N/A |
| 2015 | -9.15% | N/A |
| 2014 | -1.12% | N/A |
HEEM vs IYRI Drawdown Comparison
The maximum drawdown for HEEM was -33.53%, occurring on Oct 24, 2022. Recovery took 1097 trading sessions.
The maximum drawdown for IYRI was -12.12%, occurring on Apr 8, 2025. Recovery took 75 trading sessions.
The current HEEM drawdown is -7.80%. The current IYRI drawdown is -0.24%.
| Rank | HEEM | IYRI |
|---|---|---|
| #1 | -33.53% Feb 17, 2021 - Jul 1, 2025 | -12.12% Mar 5, 2025 - Jun 23, 2025 |
| #2 | -28.82% Jan 26, 2018 - Aug 5, 2020 | -7.52% Mar 2, 2026 - Apr 20, 2026 |
| #3 | -27.54% Apr 27, 2015 - Jul 11, 2017 | -3.89% Oct 27, 2025 - Jan 16, 2026 |
| #4 | -10.83% Feb 25, 2026 - Apr 17, 2026 | -2.95% Sep 11, 2025 - Oct 20, 2025 |
| #5 | -8.71% Nov 21, 2014 - Jan 22, 2015 | -2.67% May 11, 2026 - May 26, 2026 |
| #6 | -7.80% Jun 2, 2026 - Jun 5, 2026 | -2.67% May 26, 2026 - Jun 1, 2026 |
| #7 | -5.70% Aug 26, 2020 - Oct 12, 2020 | -2.61% Jul 25, 2025 - Aug 22, 2025 |
| #8 | -5.39% Nov 21, 2017 - Jan 2, 2018 | -1.74% Jan 16, 2026 - Feb 6, 2026 |
| #9 | -5.25% Jan 25, 2021 - Feb 5, 2021 | -1.71% Jun 24, 2025 - Jul 14, 2025 |
| #10 | -4.29% Feb 20, 2015 - Apr 2, 2015 | -1.42% Aug 29, 2025 - Sep 5, 2025 |
| #11 | -4.17% Oct 8, 2025 - Oct 20, 2025 | -1.35% Apr 20, 2026 - May 11, 2026 |
| #12 | -4.14% Oct 29, 2025 - Dec 4, 2025 | -1.04% Jan 27, 2025 - Feb 5, 2025 |
| #13 | -4.13% May 11, 2026 - May 26, 2026 | -1.00% Jan 21, 2025 - Jan 27, 2025 |
| #14 | -3.56% Jan 22, 2015 - Feb 13, 2015 | -0.97% Jul 14, 2025 - Jul 21, 2025 |
| #15 | -3.36% Oct 6, 2014 - Oct 31, 2014 | -0.90% Sep 5, 2025 - Sep 11, 2025 |
Correlation
Correlation between HEEM and IYRI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2014 - 2026)
HEEM vs IYRI dividend yield comparison.
| Year | HEEM | IYRI |
|---|---|---|
| 2026 | 0.00% | 4.54% |
| 2025 | 3.98% | 11.72% |
| 2024 | 2.38% | 0.00% |
| 2023 | 2.75% | 0.00% |
| 2022 | 7.49% | 0.00% |
| 2021 | 1.93% | 0.00% |
| 2020 | 1.49% | 0.00% |
| 2019 | 3.04% | 0.00% |
| 2018 | 2.37% | 0.00% |
| 2017 | 2.05% | 0.00% |
| 2016 | 1.84% | 0.00% |
| 2015 | 6.28% | 0.00% |
| 2014 | 2.04% | 0.00% |
Select Stocks to Compare
Popular: HEEM vs SPYIYRI vs SPY
More Comparisons
Compare with similar stocks