IYR vs HELO
Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF).
IYR vs HELO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYR
$4.60B
HELO
$4.60B
Expense Ratio
Winner
IYR
0.37%
HELO
0.50%
Max Drawdown
IYR
76.51%
Winner
HELO
11.02%
Sharpe Ratio
IYR
0.56
Winner
HELO
0.79
5Y Beta
IYR
0.47
Winner
HELO
0.47
P/E Ratio
IYR
32.00
Winner
HELO
25.09
Forward P/E
IYR
30.69
Winner
HELO
19.92
PEG Ratio
Winner
IYR
0.22
HELO
0.27
5Y Dividends CAGR
IYR
1.32%
HELO
N/A
5Y EPS CAGR
IYR
6.97%
Winner
HELO
27.86%
Debt to Equity
IYR
41.76%
Winner
HELO
10.06%
P/S Ratio
IYR
5.93
Winner
HELO
4.00
P/B Ratio
Winner
IYR
2.70
HELO
5.53
IYR vs HELO - Holdings Comparison
IYR and HELO have 6 common holdings. Overlap is 1.57%
IYR's top 25 holdings weight is 76.08%. HELO's top 25 holdings weight is 56.23%.
| Rank | IYR | HELO |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 11.37% | NVIDIA CORP (NVDA) - 8.17% |
| #2 | PROLOGIS INC (PLD) - 9.34% | APPLE INC (AAPL) - 7.03% |
| #3 | SIMON PROPERTY GROUP INC (SPG) - 4.68% | MICROSOFT CORP (MSFT) - 5.01% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.46% | AMAZON.COM INC (AMZN) - 4.22% |
| #5 | EQUINIX INC (EQIX) - 4.34% | ALPHABET INC CLASS A (GOOGL) - 3.18% |
| #6 | REALTY INCOME CORP (O) - 4.33% | BROADCOM INC (AVGO) - 3.00% |
| #7 | AMERICAN TOWER CORP (AMT) - 3.73% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.36% |
| #8 | PUBLIC STORAGE (PSA) - 3.71% | ALPHABET INC CLASS C (GOOG) - 2.31% |
| #9 | VENTAS INC (VTR) - 3.39% | META PLATFORMS INC CLASS A (META) - 2.30% |
| #10 | CBRE GROUP INC CLASS A (CBRE) - 2.90% | MICRON TECHNOLOGY INC (MU) - 1.87% |
| #11 | IRON MOUNTAIN INC (IRM) - 2.67% | ADVANCED MICRO DEVICES INC (AMD) - 1.41% |
| #12 | CROWN CASTLE INC (CCI) - 2.38% | TESLA INC (TSLA) - 1.37% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 2.20% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.30% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.08% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.21% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.89% | ELI LILLY AND CO (LLY) - 1.20% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.66% | JOHNSON & JOHNSON (JNJ) - 1.18% |
| #17 | ESSEX PROPERTY TRUST INC (ESS) - 1.35% | MASTERCARD INC CLASS A (MA) - 1.18% |
| #18 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.34% | ABBVIE INC (ABBV) - 1.16% |
| #19 | KIMCO REALTY CORP (KIM) - 1.26% | LAM RESEARCH CORP (LRCX) - 1.15% |
| #20 | WEYERHAEUSER CO (WY) - 1.22% | BANK OF AMERICA CORP (BAC) - 1.10% |
| #21 | W.P. CAREY INC (WPC) - 1.20% | RTX CORP (RTX) - 0.98% |
| #22 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.19% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.93% |
| #23 | INVITATION HOMES INC (INVH) - 1.17% | VISA INC CLASS A (V) - 0.92% |
| #24 | HOST HOTELS & RESORTS INC (HST) - 1.11% | HOWMET AEROSPACE INC (HWM) - 0.86% |
| #25 | HEALTHPEAK PROPERTIES INC (DOC) - 1.11% | 3M CO (MMM) - 0.83% |
| Total Holdings | 64 | 163 |
IYR vs HELO - Historical Returns
Returns include dividend reinvestment.
1M
IYR
-0.75%
Winner
HELO
+1.85%
3M
IYR
+2.62%
Winner
HELO
+2.63%
6M
Winner
IYR
+4.98%
HELO
+3.83%
1Y
Winner
IYR
+11.67%
HELO
+9.61%
5Y(CAGR)
IYR
+2.16%
HELO
N/A
10Y(CAGR)
IYR
+5.47%
HELO
N/A
Max(CAGR)
IYR
+8.46%
Winner
HELO
+12.81%
IYR vs HELO - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYR | HELO |
|---|---|---|
| 2026 | +12.29% | +4.75% |
| 2025 | +4.26% | +8.10% |
| 2024 | +3.50% | +18.31% |
| 2023 | +11.73% | +6.30% |
| 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 HELO Drawdown Comparison
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The current IYR drawdown is -2.36%. The current HELO drawdown is -1.05%.
| Rank | IYR | HELO |
|---|---|---|
| #1 | -74.11% Feb 7, 2007 - Apr 10, 2013 | -10.89% Feb 19, 2025 - Aug 12, 2025 |
| #2 | -42.32% Feb 14, 2020 - Apr 20, 2021 | -5.76% Feb 9, 2026 - Apr 22, 2026 |
| #3 | -33.72% Dec 31, 2021 - Jun 12, 2026 | -4.16% Jul 16, 2024 - Aug 16, 2024 |
| #4 | -18.84% Apr 1, 2004 - Aug 31, 2004 | -3.60% Oct 17, 2023 - Nov 3, 2023 |
| #5 | -18.54% May 21, 2013 - Jun 5, 2014 | -2.93% Mar 28, 2024 - May 6, 2024 |
| #6 | -18.38% Apr 12, 2002 - May 20, 2003 | -2.71% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -17.09% Jan 26, 2015 - May 6, 2016 | -2.56% Dec 26, 2024 - Jan 23, 2025 |
| #8 | -14.25% Aug 1, 2016 - Sep 11, 2017 | -2.38% Nov 12, 2025 - Nov 25, 2025 |
| #9 | -13.93% Aug 21, 2001 - Mar 4, 2002 | -2.21% Dec 5, 2024 - Dec 26, 2024 |
| #10 | -12.64% Dec 6, 2018 - Jan 30, 2019 | -2.09% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -12.50% Aug 2, 2005 - Jan 6, 2006 | -1.89% Jul 15, 2026 - Jul 31, 2026 |
| #12 | -12.49% Dec 18, 2017 - Jun 29, 2018 | -1.81% Dec 11, 2025 - Dec 22, 2025 |
| #13 | -9.61% Mar 17, 2006 - Jul 19, 2006 | -1.72% Jun 1, 2026 - Jul 6, 2026 |
| #14 | -9.01% Dec 30, 2004 - May 18, 2005 | -1.50% Oct 29, 2024 - Nov 6, 2024 |
| #15 | -8.39% Aug 20, 2018 - Dec 6, 2018 | -1.45% Jan 23, 2025 - Feb 19, 2025 |
Correlation
Correlation between IYR and HELO is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2000 - 2026)
IYR vs HELO dividend yield comparison.
| Year | IYR | HELO |
|---|---|---|
| 2026 | 0.75% | 0.25% |
| 2025 | 2.48% | 0.67% |
| 2024 | 2.57% | 0.60% |
| 2023 | 2.75% | 0.19% |
| 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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