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IYR vs HYD

Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and VANECK HIGH YIELD MUNI ETF (HYD, ETF).

5-Year PerformanceIYR has outperformed HYD, delivering a return of +4.2% compared to -0.0%

IYR vs HYD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYR
$4.10B
Winner
HYD
$4.20B
Expense Ratio
IYR
0.38%
Winner
HYD
0.32%
Max Drawdown
IYR
76.51%
Winner
HYD
36.74%
Sharpe Ratio
IYR
0.61
Winner
HYD
0.69
5Y Beta
IYR
0.52
Winner
HYD
0.05
P/E Ratio
IYR
30.41
HYD
N/A
Forward P/E
IYR
29.63
HYD
N/A
PEG Ratio
IYR
0.29
HYD
N/A
5Y Dividends CAGR
Winner
IYR
3.34%
HYD
-0.04%
5Y EPS CAGR
IYR
7.84%
HYD
N/A
Debt to Equity
IYR
-15.14%
HYD
N/A
P/S Ratio
IYR
5.82
HYD
N/A
P/B Ratio
IYR
2.67
HYD
N/A

IYR vs HYD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYR
+3.42%
HYD
+0.32%
3M
Winner
IYR
+4.32%
HYD
+0.74%
6M
Winner
IYR
+8.62%
HYD
+2.34%
1Y
Winner
IYR
+11.24%
HYD
+6.59%
5Y(CAGR)
Winner
IYR
+4.22%
HYD
-0.04%
10Y(CAGR)
Winner
IYR
+5.73%
HYD
+2.01%
Max(CAGR)
Winner
IYR
+8.46%
HYD
+4.76%

IYR vs HYD - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYRHYD
2026+9.73%+1.19%
2025+4.26%+3.03%
2024+3.50%+5.54%
2023+11.73%+6.06%
2022-24.93%-15.78%
2021+43.60%+5.36%
2020-4.21%+0.24%
2019+31.02%+9.24%
2018-3.81%+1.99%
2017+8.90%+9.96%
2016+8.08%+0.04%
2015+0.39%+4.86%
2014+26.89%+14.42%
2013-0.46%-8.80%
2012+17.48%+15.72%
2011+3.90%+10.69%
2010+26.88%+0.26%
2009+34.13%+23.80%
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 HYD Drawdown Comparison

The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.

The maximum drawdown for HYD was -35.61%, occurring on Mar 18, 2020. Recovery took 313 trading sessions.

The current IYR drawdown is -1.11%. The current HYD drawdown is -2.87%.

RankIYRHYD
#1-74.11%
Feb 7, 2007 - Apr 10, 2013
-35.61%
Feb 26, 2020 - May 24, 2021
#2-42.32%
Feb 14, 2020 - Apr 20, 2021
-20.72%
Aug 3, 2021 - Oct 24, 2022
#3-33.72%
Dec 31, 2021 - Oct 25, 2023
-15.48%
May 24, 2013 - Oct 8, 2014
#4-18.84%
Apr 1, 2004 - Aug 31, 2004
-11.12%
Oct 25, 2010 - Aug 2, 2011
#5-18.54%
May 21, 2013 - Jun 5, 2014
-10.52%
Sep 6, 2016 - Aug 3, 2017
#6-18.38%
Apr 12, 2002 - May 20, 2003
-7.05%
Aug 3, 2011 - Sep 16, 2011
#7-17.09%
Jan 26, 2015 - May 6, 2016
-5.41%
Oct 5, 2009 - May 12, 2010
#8-14.25%
Aug 1, 2016 - Sep 11, 2017
-4.66%
Dec 6, 2012 - Jan 22, 2013
#9-13.93%
Aug 21, 2001 - Mar 4, 2002
-4.02%
Apr 17, 2015 - Oct 2, 2015
#10-12.64%
Dec 6, 2018 - Jan 30, 2019
-3.60%
Jun 5, 2009 - Aug 21, 2009
#11-12.50%
Aug 2, 2005 - Jan 6, 2006
-3.34%
Aug 24, 2018 - Feb 26, 2019
#12-12.49%
Dec 18, 2017 - Jun 29, 2018
-2.50%
Feb 2, 2015 - Mar 24, 2015
#13-9.61%
Mar 17, 2006 - Jul 19, 2006
-2.35%
Sep 22, 2011 - Dec 21, 2011
#14-9.01%
Dec 30, 2004 - May 18, 2005
-1.86%
Mar 9, 2012 - Mar 27, 2012
#15-8.39%
Aug 20, 2018 - Dec 6, 2018
-1.86%
Mar 26, 2009 - Apr 22, 2009

Correlation

Correlation between IYR and HYD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2000 - 2026)

IYR vs HYD dividend yield comparison.

YearIYRHYD
20260.27%1.47%
20252.48%4.29%
20242.57%4.29%
20232.75%4.13%
20222.92%3.96%
20212.06%3.50%
20202.58%4.01%
20193.05%4.08%
20183.53%4.43%
20173.73%4.29%
20164.41%4.58%
20153.92%4.82%
20143.66%4.98%
20133.78%6.34%
20123.71%5.00%
20113.83%5.86%
20103.52%6.93%
20094.21%5.72%
20088.26%0.00%
20074.40%0.00%
20063.46%0.00%
20054.38%0.00%
20044.23%0.00%
20034.70%0.00%
20026.95%0.00%
20015.01%0.00%
20003.37%0.00%

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