IYR vs IFRA
Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and ISHARES U.S. INFRASTRUCTURE ETF (IFRA, ETF).
5-Year PerformanceIFRA has outperformed IYR, delivering a return of +14.0% compared to +4.2%
IYR vs IFRA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYR
$4.10B
IFRA
$4.10B
Expense Ratio
IYR
0.38%
Winner
IFRA
0.30%
Max Drawdown
IYR
76.51%
Winner
IFRA
41.06%
Sharpe Ratio
IYR
0.61
Winner
IFRA
1.82
5Y Beta
Winner
IYR
0.52
IFRA
0.73
P/E Ratio
IYR
30.41
Winner
IFRA
27.32
Forward P/E
IYR
29.63
Winner
IFRA
21.26
PEG Ratio
IYR
0.29
IFRA
N/A
5Y Dividends CAGR
IYR
3.34%
Winner
IFRA
14.81%
5Y EPS CAGR
IYR
7.84%
Winner
IFRA
13.89%
Debt to Equity
Winner
IYR
-15.14%
IFRA
71.15%
P/S Ratio
IYR
5.82
Winner
IFRA
2.70
P/B Ratio
Winner
IYR
2.67
IFRA
3.30
IYR vs IFRA - Holdings Comparison
IYR and IFRA have 1 common holdings. Overlap is 0.00%
IYR's top 25 holdings weight is 76.59%. IFRA's top 25 holdings weight is 57.96%.
| Rank | IYR | IFRA |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.07% | CATERPILLAR INC (CAT) - 4.53% |
| #2 | PROLOGIS INC (PLD) - 9.08% | NEXTERA ENERGY INC (NEE) - 3.90% |
| #3 | EQUINIX INC (EQIX) - 4.81% | UNION PACIFIC CORP (UNP) - 3.83% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.71% | QUANTA SERVICES INC (PWR) - 3.60% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.63% | CSX CORP (CSX) - 3.26% |
| #6 | REALTY INCOME CORP (O) - 4.26% | CRH PLC (CRH) - 3.18% |
| #7 | AMERICAN TOWER CORP (AMT) - 4.23% | NORFOLK SOUTHERN CORP (NSC) - 2.74% |
| #8 | PUBLIC STORAGE (PSA) - 3.50% | SOUTHERN CO (SO) - 2.71% |
| #9 | CBRE GROUP INC CLASS A (CBRE) - 3.07% | DUKE ENERGY CORP (DUK) - 2.57% |
| #10 | VENTAS INC (VTR) - 3.06% | CONSTELLATION ENERGY CORP (CEG) - 2.50% |
| #11 | IRON MOUNTAIN INC (IRM) - 2.89% | COMFORT SYSTEMS USA INC (FIX) - 2.34% |
| #12 | CROWN CASTLE INC (CCI) - 2.88% | WILLIAMS COMPANIES INC (WMB) - 2.23% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.29% | UNITED RENTALS INC (URI) - 2.05% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 2.20% | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.86% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.95% | NUCOR CORP (NUE) - 1.84% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.72% | TC ENERGY CORP (TRP) - 1.64% |
| #17 | EQUITY RESIDENTIAL (EQR) - 1.69% | KINDER MORGAN INC CLASS P (KMI) - 1.60% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.28% | SEMPRA (SRE) - 1.58% |
| #19 | WEYERHAEUSER CO (WY) - 1.27% | VULCAN MATERIALS CO (VMC) - 1.54% |
| #20 | INVITATION HOMES INC (INVH) - 1.20% | MARTIN MARIETTA MATERIALS INC (MLM) - 1.51% |
| #21 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.19% | EMCOR GROUP INC (EME) - 1.47% |
| #22 | W.P. CAREY INC (WPC) - 1.19% | DOMINION ENERGY INC (D) - 1.41% |
| #23 | KIMCO REALTY CORP (KIM) - 1.18% | VISTRA CORP (VST) - 1.38% |
| #24 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.13% | ONEOK INC (OKE) - 1.36% |
| #25 | JONES LANG LASALLE INC (JLL) - 1.11% | ENTERGY CORP (ETR) - 1.33% |
| Total Holdings | 64 | 167 |
IYR vs IFRA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYR
+3.42%
IFRA
+3.35%
3M
Winner
IYR
+4.32%
IFRA
+4.07%
6M
IYR
+8.62%
Winner
IFRA
+17.76%
1Y
IYR
+11.24%
Winner
IFRA
+32.14%
5Y(CAGR)
IYR
+4.22%
Winner
IFRA
+13.95%
10Y(CAGR)
IYR
+5.73%
Winner
IFRA
+13.74%
Max(CAGR)
IYR
+8.46%
Winner
IFRA
+13.74%
IYR vs IFRA - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYR | IFRA |
|---|---|---|
| 2026 | +9.73% | +16.05% |
| 2025 | +4.26% | +16.09% |
| 2024 | +3.50% | +17.17% |
| 2023 | +11.73% | +13.50% |
| 2022 | -24.93% | -3.13% |
| 2021 | +43.60% | +32.19% |
| 2020 | -4.21% | +8.22% |
| 2019 | +31.02% | +26.84% |
| 2018 | -3.81% | -8.54% |
| 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 IFRA Drawdown Comparison
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The maximum drawdown for IFRA was -41.06%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The current IYR drawdown is -1.11%. The current IFRA drawdown is -1.86%.
| Rank | IYR | IFRA |
|---|---|---|
| #1 | -74.11% Feb 7, 2007 - Apr 10, 2013 | -41.06% Feb 20, 2020 - Nov 16, 2020 |
| #2 | -42.32% Feb 14, 2020 - Apr 20, 2021 | -19.93% Nov 25, 2024 - Jul 22, 2025 |
| #3 | -33.72% Dec 31, 2021 - Oct 25, 2023 | -19.50% Sep 18, 2018 - Jun 28, 2019 |
| #4 | -18.84% Apr 1, 2004 - Aug 31, 2004 | -18.48% Apr 20, 2022 - Feb 1, 2023 |
| #5 | -18.54% May 21, 2013 - Jun 5, 2014 | -13.99% Jul 26, 2023 - Dec 19, 2023 |
| #6 | -18.38% Apr 12, 2002 - May 20, 2003 | -11.09% Feb 2, 2023 - Jul 12, 2023 |
| #7 | -17.09% Jan 26, 2015 - May 6, 2016 | -8.40% Mar 2, 2026 - Apr 23, 2026 |
| #8 | -14.25% Aug 1, 2016 - Sep 11, 2017 | -8.22% Jan 4, 2022 - Mar 17, 2022 |
| #9 | -13.93% Aug 21, 2001 - Mar 4, 2002 | -7.85% Sep 2, 2021 - Nov 3, 2021 |
| #10 | -12.64% Dec 6, 2018 - Jan 30, 2019 | -7.60% May 7, 2021 - Aug 11, 2021 |
| #11 | -12.50% Aug 2, 2005 - Jan 6, 2006 | -7.12% Jul 5, 2019 - Sep 11, 2019 |
| #12 | -12.49% Dec 18, 2017 - Jun 29, 2018 | -7.03% May 21, 2024 - Jul 16, 2024 |
| #13 | -9.61% Mar 17, 2006 - Jul 19, 2006 | -6.62% Nov 23, 2021 - Dec 27, 2021 |
| #14 | -9.01% Dec 30, 2004 - May 18, 2005 | -6.34% Jul 31, 2024 - Sep 17, 2024 |
| #15 | -8.39% Aug 20, 2018 - Dec 6, 2018 | -6.13% Dec 26, 2023 - Feb 29, 2024 |
Correlation
Correlation between IYR and IFRA is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2000 - 2026)
IYR vs IFRA dividend yield comparison.
| Year | IYR | IFRA |
|---|---|---|
| 2026 | 0.27% | 0.45% |
| 2025 | 2.48% | 1.84% |
| 2024 | 2.57% | 1.75% |
| 2023 | 2.75% | 1.98% |
| 2022 | 2.92% | 1.98% |
| 2021 | 2.06% | 1.63% |
| 2020 | 2.58% | 2.08% |
| 2019 | 3.05% | 1.68% |
| 2018 | 3.53% | 2.50% |
| 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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