IYE vs RWR
Comparison between ISHARES U.S. ENERGY ETF (IYE, ETF) and SPDR(R) DOW JONES REIT ETF (RWR, ETF).
IYE is from the Energy sector, while RWR is from the Real Estate sector.
5-Year PerformanceIYE has outperformed RWR, delivering a return of +19.1% compared to +5.3%
IYE vs RWR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYE
$1.70B
RWR
$1.70B
Expense Ratio
IYE
0.38%
Winner
RWR
0.25%
Max Drawdown
IYE
78.21%
Winner
RWR
77.00%
Sharpe Ratio
Winner
IYE
1.70
RWR
1.05
5Y Beta
IYE
0.59
Winner
RWR
0.55
P/E Ratio
Winner
IYE
20.91
RWR
36.67
Forward P/E
Winner
IYE
14.94
RWR
37.35
PEG Ratio
IYE
0.82
RWR
N/A
5Y Dividends CAGR
Winner
IYE
11.55%
RWR
1.54%
5Y EPS CAGR
Winner
IYE
22.38%
RWR
10.03%
Debt to Equity
Winner
IYE
40.52%
RWR
76.54%
P/S Ratio
Winner
IYE
1.73
RWR
7.19
P/B Ratio
IYE
2.57
Winner
RWR
2.35
IYE vs RWR - Holdings Comparison
IYE and RWR have 1 common holdings. Overlap is 0.00%
IYE's top 25 holdings weight is 94.36%. RWR's top 25 holdings weight is 72.67%.
| Rank | IYE | RWR |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 22.44% | PROLOGIS INC (PLD) - 9.89% |
| #2 | CHEVRON CORP (CVX) - 15.70% | WELLTOWER INC (WELL) - 9.87% |
| #3 | CONOCOPHILLIPS (COP) - 6.63% | EQUINIX INC (EQIX) - 4.70% |
| #4 | WILLIAMS COMPANIES INC (WMB) - 4.36% | DIGITAL REALTY TRUST INC (DLR) - 4.69% |
| #5 | SLB LTD (SLB) - 3.76% | SIMON PROPERTY GROUP INC (SPG) - 4.63% |
| #6 | EOG RESOURCES INC (EOG) - 3.60% | PUBLIC STORAGE (PSA) - 4.38% |
| #7 | VALERO ENERGY CORP (VLO) - 3.50% | REALTY INCOME CORP (O) - 4.26% |
| #8 | MARATHON PETROLEUM CORP (MPC) - 3.22% | VENTAS INC (VTR) - 4.02% |
| #9 | PHILLIPS 66 (PSX) - 3.08% | EXTRA SPACE STORAGE INC (EXR) - 2.98% |
| #10 | KINDER MORGAN INC CLASS P (KMI) - 3.04% | AVALONBAY COMMUNITIES INC (AVB) - 2.40% |
| #11 | BAKER HUGHES CO CLASS A (BKR) - 2.95% | EQUITY RESIDENTIAL (EQR) - 2.09% |
| #12 | CHENIERE ENERGY INC (LNG) - 2.64% | ESSEX PROPERTY TRUST INC (ESS) - 1.61% |
| #13 | ONEOK INC (OKE) - 2.52% | KIMCO REALTY CORP (KIM) - 1.58% |
| #14 | TARGA RESOURCES CORP (TRGP) - 2.41% | W.P. CAREY INC (WPC) - 1.56% |
| #15 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.90% | SUN COMMUNITIES INC (SUI) - 1.50% |
| #16 | DIAMONDBACK ENERGY INC (FANG) - 1.73% | INVITATION HOMES INC (INVH) - 1.48% |
| #17 | EQT CORP (EQT) - 1.65% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.46% |
| #18 | HALLIBURTON CO (HAL) - 1.47% | HOST HOTELS & RESORTS INC (HST) - 1.33% |
| #19 | TECHNIPFMC PLC (FTI) - 1.38% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.33% |
| #20 | DEVON ENERGY CORP (DVN) - 1.35% | REGENCY CENTERS CORP (REG) - 1.30% |
| #21 | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.17% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.24% |
| #22 | TEXAS PACIFIC LAND CORP (TPL) - 1.10% | HEALTHPEAK PROPERTIES INC (DOC) - 1.16% |
| #23 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.05% | DJ US REAL ESTATE JUN26 XCBT 20260618 (n/a) - 1.12% |
| #24 | FIRST SOLAR INC (FSLR) - 0.96% | UDR INC (UDR) - 1.05% |
| #25 | OVINTIV INC (OVV) - 0.75% | CAMDEN PROPERTY TRUST (CPT) - 1.04% |
| Total Holdings | 41 | 103 |
IYE vs RWR - Historical Returns
Returns include dividend reinvestment.
1M
IYE
-4.01%
Winner
RWR
+5.50%
3M
IYE
+4.75%
Winner
RWR
+6.68%
6M
Winner
IYE
+25.73%
RWR
+12.17%
1Y
Winner
IYE
+39.95%
RWR
+18.89%
5Y(CAGR)
Winner
IYE
+19.13%
RWR
+5.33%
10Y(CAGR)
Winner
IYE
+8.79%
RWR
+5.03%
Max(CAGR)
IYE
+7.27%
Winner
RWR
+8.71%
IYE vs RWR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYE | RWR |
|---|---|---|
| 2026 | +22.32% | +12.87% |
| 2025 | +6.06% | +4.11% |
| 2024 | +5.01% | +6.59% |
| 2023 | +1.78% | +13.90% |
| 2022 | +55.61% | -25.67% |
| 2021 | +53.06% | +50.82% |
| 2020 | -34.05% | -9.94% |
| 2019 | +7.69% | +26.04% |
| 2018 | -20.69% | -4.10% |
| 2017 | -3.06% | +3.25% |
| 2016 | +25.79% | +7.77% |
| 2015 | -22.56% | +2.65% |
| 2014 | -8.39% | +32.00% |
| 2013 | +22.67% | -0.18% |
| 2012 | +1.63% | +15.85% |
| 2011 | +2.91% | +7.05% |
| 2010 | +15.56% | +28.54% |
| 2009 | +13.70% | +32.24% |
| 2008 | -37.78% | -38.46% |
| 2007 | +41.04% | -17.86% |
| 2006 | +15.31% | +32.73% |
| 2005 | +39.26% | +14.72% |
| 2004 | +32.27% | +32.88% |
| 2003 | +24.20% | +35.03% |
| 2002 | -15.27% | +3.37% |
| 2001 | -11.91% | +10.84% |
| 2000 | +6.75% | N/A |
IYE vs RWR Drawdown Comparison
The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.
The maximum drawdown for RWR was -74.95%, occurring on Mar 6, 2009. Recovery took 1549 trading sessions.
The current IYE drawdown is -10.74%. The current RWR drawdown is -0.29%.
| Rank | IYE | RWR |
|---|---|---|
| #1 | -73.74% Jun 23, 2014 - May 6, 2022 | -74.95% Feb 7, 2007 - Apr 4, 2013 |
| #2 | -55.81% May 20, 2008 - Sep 18, 2013 | -44.37% Feb 18, 2020 - May 24, 2021 |
| #3 | -39.58% May 18, 2001 - Jun 23, 2004 | -32.56% Dec 31, 2021 - Feb 10, 2026 |
| #4 | -25.60% Jun 7, 2022 - Oct 28, 2022 | -18.01% May 21, 2013 - Apr 29, 2014 |
| #5 | -20.37% Nov 22, 2024 - Jan 5, 2026 | -17.80% Apr 1, 2004 - Aug 24, 2004 |
| #6 | -18.82% Nov 15, 2022 - Mar 21, 2024 | -17.51% Jun 28, 2002 - May 12, 2003 |
| #7 | -16.18% Jan 3, 2008 - Apr 16, 2008 | -16.82% Aug 1, 2016 - Aug 17, 2018 |
| #8 | -15.79% Sep 29, 2005 - Jan 17, 2006 | -16.64% Jan 26, 2015 - May 4, 2016 |
| #9 | -15.40% May 10, 2006 - Nov 9, 2006 | -13.38% Dec 6, 2018 - Jan 31, 2019 |
| #10 | -14.87% Mar 4, 2005 - Jun 17, 2005 | -11.44% Aug 2, 2005 - Jan 3, 2006 |
| #11 | -14.10% Mar 9, 2001 - Apr 26, 2001 | -11.32% Aug 21, 2001 - Mar 4, 2002 |
| #12 | -12.60% Apr 5, 2024 - Nov 20, 2024 | -10.70% Mar 17, 2006 - Jul 28, 2006 |
| #13 | -12.57% Jul 19, 2007 - Sep 18, 2007 | -8.98% Dec 30, 2004 - May 9, 2005 |
| #14 | -12.38% Oct 12, 2000 - Mar 7, 2001 | -8.38% Aug 28, 2018 - Dec 3, 2018 |
| #15 | -12.31% Dec 14, 2006 - Apr 4, 2007 | -8.04% Mar 2, 2026 - Apr 16, 2026 |
Correlation
Correlation between IYE and RWR is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2000 - 2026)
IYE vs RWR dividend yield comparison.
| Year | IYE | RWR |
|---|---|---|
| 2026 | 0.52% | 0.56% |
| 2025 | 2.85% | 3.78% |
| 2024 | 2.75% | 3.76% |
| 2023 | 2.99% | 3.75% |
| 2022 | 3.37% | 3.81% |
| 2021 | 2.98% | 2.79% |
| 2020 | 4.75% | 3.73% |
| 2019 | 6.60% | 3.36% |
| 2018 | 3.16% | 4.19% |
| 2017 | 2.66% | 3.05% |
| 2016 | 2.11% | 4.39% |
| 2015 | 3.39% | 3.17% |
| 2014 | 2.05% | 3.06% |
| 2013 | 1.54% | 3.39% |
| 2012 | 1.67% | 3.05% |
| 2011 | 1.40% | 3.15% |
| 2010 | 1.28% | 2.94% |
| 2009 | 1.47% | 4.02% |
| 2008 | 1.54% | 7.10% |
| 2007 | 0.82% | 4.75% |
| 2006 | 1.05% | 3.81% |
| 2005 | 0.93% | 5.01% |
| 2004 | 1.18% | 5.00% |
| 2003 | 1.48% | 4.45% |
| 2002 | 1.75% | 5.28% |
| 2001 | 1.30% | 4.28% |
| 2000 | 0.48% | 0.00% |
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