ICF vs IYR
Comparison between ISHARES SELECT U.S. REIT ETF (ICF, ETF) and ISHARES U.S. REAL ESTATE ETF (IYR, ETF).
Both ICF and IYR are from the Real Estate sector.
5-Year PerformanceICF has outperformed IYR, delivering a return of +2.9% compared to +1.9%
ICF vs IYR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ICF
$2.10B
Winner
IYR
$4.90B
Expense Ratio
Winner
ICF
0.32%
IYR
0.38%
Max Drawdown
ICF
78.78%
Winner
IYR
76.51%
Sharpe Ratio
Winner
ICF
0.66
IYR
0.46
5Y Beta
Winner
ICF
0.46
IYR
0.51
P/E Ratio
ICF
32.92
Winner
IYR
31.67
Forward P/E
ICF
35.72
Winner
IYR
30.23
PEG Ratio
Winner
ICF
0.33
IYR
0.35
5Y Dividends CAGR
Winner
ICF
8.23%
IYR
3.34%
5Y EPS CAGR
Winner
ICF
10.17%
IYR
8.04%
Debt to Equity
Winner
ICF
24.41%
IYR
32.75%
P/S Ratio
ICF
8.48
Winner
IYR
5.74
P/B Ratio
ICF
3.39
Winner
IYR
2.70
ICF vs IYR - Holdings Comparison
ICF and IYR have 31 common holdings. Overlap is 73.17%
ICF's top 25 holdings weight is 92.69%. IYR's top 25 holdings weight is 76.29%.
| Rank | ICF | IYR |
|---|---|---|
| #1 | PROLOGIS INC (PLD) - 8.06% | WELLTOWER INC (WELL) - 10.08% |
| #2 | EQUINIX INC (EQIX) - 8.02% | PROLOGIS INC (PLD) - 9.37% |
| #3 | AMERICAN TOWER CORP (AMT) - 7.72% | EQUINIX INC (EQIX) - 4.78% |
| #4 | WELLTOWER INC (WELL) - 7.31% | SIMON PROPERTY GROUP INC (SPG) - 4.64% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 5.88% | DIGITAL REALTY TRUST INC (DLR) - 4.57% |
| #6 | PUBLIC STORAGE (PSA) - 4.72% | AMERICAN TOWER CORP (AMT) - 4.33% |
| #7 | REALTY INCOME CORP (O) - 4.29% | REALTY INCOME CORP (O) - 4.13% |
| #8 | DIGITAL REALTY TRUST INC (DLR) - 4.26% | PUBLIC STORAGE (PSA) - 3.55% |
| #9 | CROWN CASTLE INC (CCI) - 4.01% | VENTAS INC (VTR) - 3.08% |
| #10 | IRON MOUNTAIN INC (IRM) - 3.91% | CROWN CASTLE INC (CCI) - 2.93% |
| #11 | VENTAS INC (VTR) - 3.86% | CBRE GROUP INC CLASS A (CBRE) - 2.80% |
| #12 | EXTRA SPACE STORAGE INC (EXR) - 3.21% | IRON MOUNTAIN INC (IRM) - 2.75% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.18% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.29% |
| #14 | AVALONBAY COMMUNITIES INC (AVB) - 2.83% | EXTRA SPACE STORAGE INC (EXR) - 2.24% |
| #15 | EQUITY RESIDENTIAL (EQR) - 2.56% | AVALONBAY COMMUNITIES INC (AVB) - 1.93% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 2.33% | EQUITY RESIDENTIAL (EQR) - 1.68% |
| #17 | ESSEX PROPERTY TRUST INC (ESS) - 2.14% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.61% |
| #18 | INVITATION HOMES INC (INVH) - 1.98% | ESSEX PROPERTY TRUST INC (ESS) - 1.31% |
| #19 | KIMCO REALTY CORP (KIM) - 1.95% | WEYERHAEUSER CO (WY) - 1.25% |
| #20 | HOST HOTELS & RESORTS INC (HST) - 1.93% | INVITATION HOMES INC (INVH) - 1.22% |
| #21 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.87% | W.P. CAREY INC (WPC) - 1.20% |
| #22 | SUN COMMUNITIES INC (SUI) - 1.76% | KIMCO REALTY CORP (KIM) - 1.20% |
| #23 | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.72% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.13% |
| #24 | REGENCY CENTERS CORP (REG) - 1.62% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.13% |
| #25 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.57% | SUN COMMUNITIES INC (SUI) - 1.09% |
| Total Holdings | 33 | 65 |
ICF vs IYR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ICF
-0.44%
IYR
-1.64%
3M
Winner
ICF
+4.44%
IYR
+2.15%
6M
Winner
ICF
+13.56%
IYR
+8.08%
1Y
Winner
ICF
+12.13%
IYR
+8.86%
5Y(CAGR)
Winner
ICF
+2.91%
IYR
+1.92%
10Y(CAGR)
Winner
ICF
+5.65%
IYR
+5.54%
Max(CAGR)
Winner
ICF
+8.79%
IYR
+8.36%
ICF vs IYR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | ICF | IYR |
|---|---|---|
| 2026 | +13.49% | +7.84% |
| 2025 | +2.90% | +4.26% |
| 2024 | +4.16% | +3.50% |
| 2023 | +10.25% | +11.73% |
| 2022 | -25.37% | -24.93% |
| 2021 | +49.22% | +43.60% |
| 2020 | -4.16% | -4.21% |
| 2019 | +28.68% | +31.02% |
| 2018 | -1.98% | -3.81% |
| 2017 | +4.78% | +8.90% |
| 2016 | +6.04% | +8.08% |
| 2015 | +4.39% | +0.39% |
| 2014 | +34.25% | +26.89% |
| 2013 | -2.81% | -0.46% |
| 2012 | +14.41% | +17.48% |
| 2011 | +8.05% | +3.90% |
| 2010 | +30.12% | +26.88% |
| 2009 | +28.17% | +34.13% |
| 2008 | -40.63% | -39.37% |
| 2007 | -18.46% | -18.62% |
| 2006 | +35.83% | +31.33% |
| 2005 | +15.89% | +10.31% |
| 2004 | +35.36% | +30.53% |
| 2003 | +36.19% | +35.37% |
| 2002 | +2.59% | +2.87% |
| 2001 | +11.19% | +11.51% |
| 2000 | N/A | +12.29% |
ICF vs IYR Drawdown Comparison
The maximum drawdown for ICF was -76.74%, occurring on Mar 6, 2009. Recovery took 1581 trading sessions.
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The current ICF drawdown is -1.55%. The current IYR drawdown is -2.81%.
| Rank | ICF | IYR |
|---|---|---|
| #1 | -76.74% Feb 7, 2007 - May 20, 2013 | -74.11% Feb 7, 2007 - Apr 10, 2013 |
| #2 | -40.22% Feb 21, 2020 - Apr 20, 2021 | -42.32% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -34.72% Dec 31, 2021 - May 6, 2026 | -33.72% Dec 31, 2021 - Oct 25, 2023 |
| #4 | -18.83% Apr 1, 2004 - Aug 24, 2004 | -18.84% Apr 1, 2004 - Aug 31, 2004 |
| #5 | -18.57% May 21, 2013 - Jun 5, 2014 | -18.54% May 21, 2013 - Jun 5, 2014 |
| #6 | -17.86% Apr 12, 2002 - May 12, 2003 | -18.38% Apr 12, 2002 - May 20, 2003 |
| #7 | -16.76% Jan 26, 2015 - Mar 17, 2016 | -17.09% Jan 26, 2015 - May 6, 2016 |
| #8 | -16.74% Aug 1, 2016 - Nov 30, 2018 | -14.25% Aug 1, 2016 - Sep 11, 2017 |
| #9 | -12.65% Dec 6, 2018 - Jan 31, 2019 | -13.93% Aug 21, 2001 - Mar 4, 2002 |
| #10 | -11.99% Aug 2, 2005 - Dec 14, 2005 | -12.64% Dec 6, 2018 - Jan 30, 2019 |
| #11 | -11.39% Aug 21, 2001 - Mar 4, 2002 | -12.50% Aug 2, 2005 - Jan 6, 2006 |
| #12 | -10.66% Mar 17, 2006 - Jul 28, 2006 | -12.49% Dec 18, 2017 - Jun 29, 2018 |
| #13 | -9.60% Dec 22, 2004 - May 9, 2005 | -9.61% Mar 17, 2006 - Jul 19, 2006 |
| #14 | -8.47% Sep 2, 2021 - Nov 17, 2021 | -9.01% Dec 30, 2004 - May 18, 2005 |
| #15 | -7.66% Sep 5, 2014 - Oct 23, 2014 | -8.39% Aug 20, 2018 - Dec 6, 2018 |
Correlation
Correlation between ICF and IYR is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
ICF vs IYR dividend yield comparison.
| Year | ICF | IYR |
|---|---|---|
| 2026 | 0.28% | 0.27% |
| 2025 | 2.88% | 2.48% |
| 2024 | 2.66% | 2.57% |
| 2023 | 2.76% | 2.75% |
| 2022 | 2.64% | 2.92% |
| 2021 | 1.82% | 2.06% |
| 2020 | 2.38% | 2.58% |
| 2019 | 2.55% | 3.05% |
| 2018 | 3.20% | 3.53% |
| 2017 | 3.10% | 3.73% |
| 2016 | 4.21% | 4.41% |
| 2015 | 3.30% | 3.92% |
| 2014 | 3.00% | 3.66% |
| 2013 | 3.41% | 3.78% |
| 2012 | 3.03% | 3.71% |
| 2011 | 2.97% | 3.83% |
| 2010 | 2.90% | 3.52% |
| 2009 | 3.84% | 4.21% |
| 2008 | 7.99% | 8.26% |
| 2007 | 4.06% | 4.40% |
| 2006 | 2.95% | 3.46% |
| 2005 | 3.98% | 4.38% |
| 2004 | 4.17% | 4.23% |
| 2003 | 4.45% | 4.70% |
| 2002 | 6.91% | 6.95% |
| 2001 | 5.17% | 5.01% |
| 2000 | 0.00% | 3.37% |
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