IYR vs NEAR
Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF).
5-Year PerformanceNEAR has outperformed IYR, delivering a return of +3.9% compared to +2.2%
IYR vs NEAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IYR vs NEAR - Historical Returns
Returns include dividend reinvestment.
IYR vs NEAR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYR | NEAR |
|---|---|---|
| 2026 | +11.33% | +0.95% |
| 2025 | +4.26% | +5.96% |
| 2024 | +3.50% | +5.16% |
| 2023 | +11.73% | +7.44% |
| 2022 | -24.93% | +0.43% |
| 2021 | +43.60% | +0.34% |
| 2020 | -4.21% | +1.39% |
| 2019 | +31.02% | +3.53% |
| 2018 | -3.81% | +1.67% |
| 2017 | +8.90% | +1.43% |
| 2016 | +8.08% | +1.58% |
| 2015 | +0.39% | +0.85% |
| 2014 | +26.89% | +0.59% |
| 2013 | -0.46% | +0.35% |
| 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 NEAR Drawdown Comparison
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.
The current IYR drawdown is -0.77%. The current NEAR drawdown is -0.04%.
| Rank | IYR | NEAR |
|---|---|---|
| #1 | -74.11% Feb 7, 2007 - Apr 10, 2013 | -9.61% Mar 5, 2020 - Jul 24, 2020 |
| #2 | -42.32% Feb 14, 2020 - Apr 20, 2021 | -1.32% Oct 5, 2021 - Dec 19, 2022 |
| #3 | -33.72% Dec 31, 2021 - Jun 12, 2026 | -1.16% Apr 3, 2025 - Apr 29, 2025 |
| #4 | -18.84% Apr 1, 2004 - Aug 31, 2004 | -1.13% Feb 27, 2026 - Jun 15, 2026 |
| #5 | -18.54% May 21, 2013 - Jun 5, 2014 | -0.76% Sep 24, 2024 - Dec 4, 2024 |
| #6 | -18.38% Apr 12, 2002 - May 20, 2003 | -0.61% Apr 30, 2025 - Jun 11, 2025 |
| #7 | -17.09% Jan 26, 2015 - May 6, 2016 | -0.58% Mar 27, 2024 - May 3, 2024 |
| #8 | -14.25% Aug 1, 2016 - Sep 11, 2017 | -0.56% Feb 1, 2024 - Mar 7, 2024 |
| #9 | -13.93% Aug 21, 2001 - Mar 4, 2002 | -0.46% Mar 8, 2024 - Mar 27, 2024 |
| #10 | -12.64% Dec 6, 2018 - Jan 30, 2019 | -0.46% Dec 6, 2024 - Jan 8, 2025 |
| #11 | -12.50% Aug 2, 2005 - Jan 6, 2006 | -0.34% Oct 15, 2014 - Feb 25, 2015 |
| #12 | -12.49% Dec 18, 2017 - Jun 29, 2018 | -0.30% Nov 3, 2023 - Nov 14, 2023 |
| #13 | -9.61% Mar 17, 2006 - Jul 19, 2006 | -0.29% May 15, 2024 - Jun 3, 2024 |
| #14 | -9.01% Dec 30, 2004 - May 18, 2005 | -0.26% Jun 16, 2026 - Jun 26, 2026 |
| #15 | -8.39% Aug 20, 2018 - Dec 6, 2018 | -0.25% Dec 7, 2023 - Dec 13, 2023 |
Correlation
Correlation between IYR and NEAR is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
IYR vs NEAR dividend yield comparison.
| Year | IYR | NEAR |
|---|---|---|
| 2026 | 0.76% | 2.11% |
| 2025 | 2.48% | 4.54% |
| 2024 | 2.57% | 5.00% |
| 2023 | 2.75% | 4.59% |
| 2022 | 2.92% | 1.78% |
| 2021 | 2.06% | 0.76% |
| 2020 | 2.58% | 1.53% |
| 2019 | 3.05% | 2.69% |
| 2018 | 3.53% | 2.25% |
| 2017 | 3.73% | 1.52% |
| 2016 | 4.41% | 1.07% |
| 2015 | 3.92% | 0.85% |
| 2014 | 3.66% | 0.85% |
| 2013 | 3.78% | 0.15% |
| 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% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks