IYR vs SBIL
Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and Simplify Government Money Market ETF (SBIL, ETF).
IYR vs SBIL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYR
$4.90B
SBIL
$4.90B
Expense Ratio
IYR
0.38%
Winner
SBIL
0.15%
Max Drawdown
IYR
76.51%
Winner
SBIL
0.48%
Sharpe Ratio
Winner
IYR
0.46
SBIL
0.35
5Y Beta
IYR
0.51
Winner
SBIL
0.00
P/E Ratio
IYR
31.67
SBIL
N/A
Forward P/E
IYR
30.23
SBIL
N/A
PEG Ratio
IYR
0.35
SBIL
N/A
5Y Dividends CAGR
IYR
3.34%
SBIL
N/A
5Y EPS CAGR
IYR
8.04%
SBIL
N/A
Debt to Equity
IYR
32.75%
SBIL
N/A
P/S Ratio
IYR
5.74
SBIL
N/A
P/B Ratio
IYR
2.70
SBIL
N/A
IYR vs SBIL - Holdings Comparison
IYR and SBIL have 1 common holdings. Overlap is 0.00%
IYR's top 25 holdings weight is 76.29%. SBIL's top 25 holdings weight is 84.20%.
| Rank | IYR | SBIL |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.08% | FEDERAL HOME LOAN BANKS (n/a) - 41.46% |
| #2 | PROLOGIS INC (PLD) - 9.37% | CASH AND CASH EQUIVALENTS (n/a) - 10.29% |
| #3 | EQUINIX INC (EQIX) - 4.78% | UNITED STATES TREASURY NOTES (n/a) - 9.48% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.64% | FEDERAL AGRICULTURAL MORTGAGE CORPORATION (n/a) - 7.88% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.57% | FEDERAL HOME LOAN MORTGAGE CORP. (n/a) - 3.54% |
| #6 | AMERICAN TOWER CORP (AMT) - 4.33% | UNITED STATES TREASURY NOTES 0.75% (n/a) - 2.63% |
| #7 | REALTY INCOME CORP (O) - 4.13% | REPO 06/03/2026 3.68% (n/a) - 2.02% |
| #8 | PUBLIC STORAGE (PSA) - 3.55% | REPO 06/08/2026 3.62% (n/a) - 2.02% |
| #9 | VENTAS INC (VTR) - 3.08% | FEDERAL NATIONAL MORTGAGE ASSOCIATION (n/a) - 0.68% |
| #10 | CROWN CASTLE INC (CCI) - 2.93% | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.51% |
| #11 | CBRE GROUP INC CLASS A (CBRE) - 2.80% | UNITED STATES TREASURY NOTES 4.125% (n/a) - 0.51% |
| #12 | IRON MOUNTAIN INC (IRM) - 2.75% | n/a (n/a) - 0.42% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.29% | n/a (n/a) - 0.41% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 2.24% | FEDERAL HOME LOAN BANKS 3.8% (n/a) - 0.40% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.93% | FEDERAL FARM CREDIT BANKS (n/a) - 0.40% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.68% | FEDERAL HOME LOAN BANKS 3.752% (n/a) - 0.31% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.61% | FEDERAL FARM CREDIT BANKS 3.73% (n/a) - 0.30% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.31% | FEDERAL FARM CREDIT BANKS 4.375% (n/a) - 0.29% |
| #19 | WEYERHAEUSER CO (WY) - 1.25% | FEDERAL HOME LOAN BANKS 3.84% (n/a) - 0.20% |
| #20 | INVITATION HOMES INC (INVH) - 1.22% | FEDERAL FARM CREDIT BANKS 0.74% (n/a) - 0.11% |
| #21 | W.P. CAREY INC (WPC) - 1.20% | FEDERAL HOME LOAN BANKS 1.7% (n/a) - 0.10% |
| #22 | KIMCO REALTY CORP (KIM) - 1.20% | FEDERAL FARM CREDIT BANKS 1.3% (n/a) - 0.07% |
| #23 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.13% | n/a (n/a) - 0.06% |
| #24 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.13% | FEDERAL HOME LOAN BANKS 4.625% (n/a) - 0.06% |
| #25 | SUN COMMUNITIES INC (SUI) - 1.09% | FEDERAL HOME LOAN BANKS 1.75% (n/a) - 0.05% |
| Total Holdings | 65 | 42 |
IYR vs SBIL - Historical Returns
Returns include dividend reinvestment.
1M
IYR
-1.64%
Winner
SBIL
+0.28%
3M
Winner
IYR
+2.15%
SBIL
+0.89%
6M
Winner
IYR
+8.08%
SBIL
+1.80%
1Y
Winner
IYR
+8.86%
SBIL
+3.47%
5Y(CAGR)
IYR
+1.92%
SBIL
N/A
10Y(CAGR)
IYR
+5.54%
SBIL
N/A
Max(CAGR)
Winner
IYR
+8.36%
SBIL
+3.87%
IYR vs SBIL - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYR | SBIL |
|---|---|---|
| 2026 | +7.84% | +1.52% |
| 2025 | +4.26% | +1.88% |
| 2024 | +3.50% | N/A |
| 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 SBIL Drawdown Comparison
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The maximum drawdown for SBIL was -0.03%, occurring on Jul 29, 2025. Recovery took 5 trading sessions.
The current IYR drawdown is -2.81%.
| Rank | IYR | SBIL |
|---|---|---|
| #1 | -74.11% Feb 7, 2007 - Apr 10, 2013 | -0.03% Jul 28, 2025 - Aug 4, 2025 |
| #2 | -42.32% Feb 14, 2020 - Apr 20, 2021 | -0.02% Apr 28, 2026 - Apr 30, 2026 |
| #3 | -33.72% Dec 31, 2021 - Oct 25, 2023 | -0.02% May 6, 2026 - May 8, 2026 |
| #4 | -18.84% Apr 1, 2004 - Aug 31, 2004 | -0.02% Nov 10, 2025 - Nov 14, 2025 |
| #5 | -18.54% May 21, 2013 - Jun 5, 2014 | -0.02% May 22, 2026 - May 27, 2026 |
| #6 | -18.38% Apr 12, 2002 - May 20, 2003 | -0.02% Aug 20, 2025 - Aug 22, 2025 |
| #7 | -17.09% Jan 26, 2015 - May 6, 2016 | -0.02% Feb 3, 2026 - Feb 6, 2026 |
| #8 | -14.25% Aug 1, 2016 - Sep 11, 2017 | -0.01% Jan 28, 2026 - Jan 30, 2026 |
| #9 | -13.93% Aug 21, 2001 - Mar 4, 2002 | -0.01% Mar 3, 2026 - Mar 9, 2026 |
| #10 | -12.64% Dec 6, 2018 - Jan 30, 2019 | -0.01% Mar 12, 2026 - Mar 16, 2026 |
| #11 | -12.50% Aug 2, 2005 - Jan 6, 2006 | -0.01% Aug 22, 2025 - Aug 27, 2025 |
| #12 | -12.49% Dec 18, 2017 - Jun 29, 2018 | -0.01% Nov 21, 2025 - Nov 25, 2025 |
| #13 | -9.61% Mar 17, 2006 - Jul 19, 2006 | -0.01% Sep 26, 2025 - Sep 30, 2025 |
| #14 | -9.01% Dec 30, 2004 - May 18, 2005 | -0.01% Jul 21, 2025 - Jul 24, 2025 |
| #15 | -8.39% Aug 20, 2018 - Dec 6, 2018 | -0.01% Sep 5, 2025 - Sep 9, 2025 |
Correlation
Correlation between IYR and SBIL is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2000 - 2026)
IYR vs SBIL dividend yield comparison.
| Year | IYR | SBIL |
|---|---|---|
| 2026 | 0.27% | 1.47% |
| 2025 | 2.48% | 1.79% |
| 2024 | 2.57% | 0.00% |
| 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% |
Select Stocks to Compare
Popular: IYR vs SPYSBIL vs SPY
More Comparisons
Compare with similar stocks