IYR vs EAGL
Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and EAGLE CAPITAL SELECT EQUITY ETF (EAGL, ETF).
IYR vs EAGL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYR
$4.10B
Winner
EAGL
$4.20B
Expense Ratio
Winner
IYR
0.38%
EAGL
0.80%
Max Drawdown
IYR
76.51%
Winner
EAGL
15.09%
Sharpe Ratio
IYR
0.61
Winner
EAGL
0.98
5Y Beta
Winner
IYR
0.52
EAGL
0.84
P/E Ratio
IYR
30.41
Winner
EAGL
19.34
Forward P/E
IYR
29.63
Winner
EAGL
16.72
PEG Ratio
IYR
0.29
EAGL
N/A
5Y Dividends CAGR
IYR
3.34%
EAGL
N/A
5Y EPS CAGR
IYR
7.84%
Winner
EAGL
15.34%
Debt to Equity
IYR
-15.14%
EAGL
N/A
P/S Ratio
IYR
5.82
Winner
EAGL
1.58
P/B Ratio
Winner
IYR
2.67
EAGL
2.81
IYR vs EAGL - Holdings Comparison
IYR and EAGL have 1 common holdings. Overlap is 0.00%
IYR's top 25 holdings weight is 76.59%. EAGL's top 25 holdings weight is 91.71%.
| Rank | IYR | EAGL |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.07% | CONOCOPHILLIPS (COP) - 7.72% |
| #2 | PROLOGIS INC (PLD) - 9.08% | LONDON STOCK EXCHANGE GROUP PLC ADR (LSEGY) - 7.35% |
| #3 | EQUINIX INC (EQIX) - 4.81% | AMAZON.COM INC (AMZN) - 7.20% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.71% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 5.40% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.63% | UNITEDHEALTH GROUP INC (UNH) - 4.70% |
| #6 | REALTY INCOME CORP (O) - 4.26% | ALPHABET INC CLASS A (GOOGL) - 4.66% |
| #7 | AMERICAN TOWER CORP (AMT) - 4.23% | MICROSOFT CORP (MSFT) - 4.40% |
| #8 | PUBLIC STORAGE (PSA) - 3.50% | SAP SE ADR (SAP) - 4.29% |
| #9 | CBRE GROUP INC CLASS A (CBRE) - 3.07% | MERCADOLIBRE INC (MELI) - 3.83% |
| #10 | VENTAS INC (VTR) - 3.06% | DANAHER CORP (DHR) - 3.80% |
| #11 | IRON MOUNTAIN INC (IRM) - 2.89% | CAPITAL ONE FINANCIAL CORP (COF) - 3.61% |
| #12 | CROWN CASTLE INC (CCI) - 2.88% | WORKDAY INC CLASS A (WDAY) - 3.35% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.29% | COMCAST CORP CLASS A (CMCSA) - 3.27% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 2.20% | LENNAR CORP CLASS A (LEN) - 3.01% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.95% | AERCAP HOLDINGS NV (AER) - 2.97% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.72% | WOODWARD INC (WWD) - 2.88% |
| #17 | EQUITY RESIDENTIAL (EQR) - 1.69% | INTUIT INC (INTU) - 2.88% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.28% | SHELL PLC ADR (REPRESENTING ORDINARY SHARES) (SHEL) - 2.41% |
| #19 | WEYERHAEUSER CO (WY) - 1.27% | ALCOA CORP (AA) - 2.39% |
| #20 | INVITATION HOMES INC (INVH) - 1.20% | META PLATFORMS INC CLASS A (META) - 2.27% |
| #21 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.19% | BAYER AG ADR (BAYRY) - 2.14% |
| #22 | W.P. CAREY INC (WPC) - 1.19% | ASML HOLDING NV ADR (ASML) - 2.13% |
| #23 | KIMCO REALTY CORP (KIM) - 1.18% | BLACKROCK TREASURY TRUST INSTL 62 (n/a) - 1.78% |
| #24 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.13% | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 1.65% |
| #25 | JONES LANG LASALLE INC (JLL) - 1.11% | HUMANA INC (HUM) - 1.62% |
| Total Holdings | 64 | 34 |
IYR vs EAGL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYR
+3.42%
EAGL
+1.90%
3M
Winner
IYR
+4.32%
EAGL
+2.36%
6M
Winner
IYR
+8.62%
EAGL
+2.73%
1Y
IYR
+11.24%
Winner
EAGL
+13.83%
5Y(CAGR)
IYR
+4.22%
EAGL
N/A
10Y(CAGR)
IYR
+5.73%
EAGL
N/A
Max(CAGR)
IYR
+8.46%
Winner
EAGL
+13.30%
IYR vs EAGL - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYR | EAGL |
|---|---|---|
| 2026 | +9.73% | -0.61% |
| 2025 | +4.26% | +17.06% |
| 2024 | +3.50% | +11.27% |
| 2023 | +11.73% | N/A |
| 2022 | -24.93% | N/A |
| 2021 | +43.60% | N/A |
| 2020 | -4.21% | N/A |
| 2019 | +31.02% | N/A |
| 2018 | -3.81% | N/A |
| 2017 | +8.90% | N/A |
| 2016 | +8.08% | N/A |
| 2015 | +0.39% | N/A |
| 2014 | +26.89% | N/A |
| 2013 | -0.46% | N/A |
| 2012 | +17.48% | N/A |
| 2011 | +3.90% | N/A |
| 2010 | +26.88% | N/A |
| 2009 | +34.13% | N/A |
| 2008 | -39.37% | N/A |
| 2007 | -18.62% | N/A |
| 2006 | +31.33% | N/A |
| 2005 | +10.31% | N/A |
| 2004 | +30.53% | N/A |
| 2003 | +35.37% | N/A |
| 2002 | +2.87% | N/A |
| 2001 | +11.51% | N/A |
| 2000 | +12.29% | N/A |
IYR vs EAGL Drawdown Comparison
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The maximum drawdown for EAGL was -15.09%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current IYR drawdown is -1.11%. The current EAGL drawdown is -3.99%.
| Rank | IYR | EAGL |
|---|---|---|
| #1 | -74.11% Feb 7, 2007 - Apr 10, 2013 | -15.09% Feb 6, 2025 - Jun 12, 2025 |
| #2 | -42.32% Feb 14, 2020 - Apr 20, 2021 | -13.54% Jan 9, 2026 - Mar 27, 2026 |
| #3 | -33.72% Dec 31, 2021 - Oct 25, 2023 | -7.71% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -18.84% Apr 1, 2004 - Aug 31, 2004 | -7.12% Oct 27, 2025 - Dec 10, 2025 |
| #5 | -18.54% May 21, 2013 - Jun 5, 2014 | -4.68% Nov 7, 2024 - Jan 21, 2025 |
| #6 | -18.38% Apr 12, 2002 - May 20, 2003 | -4.06% Jul 9, 2025 - Aug 15, 2025 |
| #7 | -17.09% Jan 26, 2015 - May 6, 2016 | -3.56% Oct 6, 2025 - Oct 23, 2025 |
| #8 | -14.25% Aug 1, 2016 - Sep 11, 2017 | -3.16% Apr 8, 2024 - May 6, 2024 |
| #9 | -13.93% Aug 21, 2001 - Mar 4, 2002 | -2.13% May 15, 2024 - Jun 21, 2024 |
| #10 | -12.64% Dec 6, 2018 - Jan 30, 2019 | -1.87% Dec 11, 2025 - Dec 23, 2025 |
| #11 | -12.50% Aug 2, 2005 - Jan 6, 2006 | -1.80% Oct 18, 2024 - Nov 5, 2024 |
| #12 | -12.49% Dec 18, 2017 - Jun 29, 2018 | -1.41% Oct 14, 2024 - Oct 18, 2024 |
| #13 | -9.61% Mar 17, 2006 - Jul 19, 2006 | -1.32% Jun 12, 2025 - Jun 26, 2025 |
| #14 | -9.01% Dec 30, 2004 - May 18, 2005 | -1.09% Sep 8, 2025 - Sep 18, 2025 |
| #15 | -8.39% Aug 20, 2018 - Dec 6, 2018 | -1.04% Jan 24, 2025 - Feb 6, 2025 |
Correlation
Correlation between IYR and EAGL is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2000 - 2026)
IYR vs EAGL dividend yield comparison.
| Year | IYR | EAGL |
|---|---|---|
| 2026 | 0.27% | 0.00% |
| 2025 | 2.48% | 0.55% |
| 2024 | 2.57% | 0.29% |
| 2023 | 2.75% | 0.00% |
| 2022 | 2.92% | 0.00% |
| 2021 | 2.06% | 0.00% |
| 2020 | 2.58% | 0.00% |
| 2019 | 3.05% | 0.00% |
| 2018 | 3.53% | 0.00% |
| 2017 | 3.73% | 0.00% |
| 2016 | 4.41% | 0.00% |
| 2015 | 3.92% | 0.00% |
| 2014 | 3.66% | 0.00% |
| 2013 | 3.78% | 0.00% |
| 2012 | 3.71% | 0.00% |
| 2011 | 3.83% | 0.00% |
| 2010 | 3.52% | 0.00% |
| 2009 | 4.21% | 0.00% |
| 2008 | 8.26% | 0.00% |
| 2007 | 4.40% | 0.00% |
| 2006 | 3.46% | 0.00% |
| 2005 | 4.38% | 0.00% |
| 2004 | 4.23% | 0.00% |
| 2003 | 4.70% | 0.00% |
| 2002 | 6.95% | 0.00% |
| 2001 | 5.01% | 0.00% |
| 2000 | 3.37% | 0.00% |
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