IYR vs SLYG
Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and SPDR(R) S & P 600 SMALL CAP GROWTH ETF (SLYG, ETF).
5-Year PerformanceSLYG has outperformed IYR, delivering a return of +5.6% compared to +3.5%
IYR vs SLYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYR
$4B
SLYG
$4B
Expense Ratio
IYR
0.38%
Winner
SLYG
0.15%
Max Drawdown
IYR
76.51%
Winner
SLYG
62.15%
Sharpe Ratio
IYR
0.62
Winner
SLYG
1.49
5Y Beta
Winner
IYR
0.52
SLYG
1.04
P/E Ratio
IYR
30.17
Winner
SLYG
29.07
Forward P/E
IYR
29.29
Winner
SLYG
18.37
PEG Ratio
IYR
0.28
SLYG
N/A
5Y Dividends CAGR
IYR
3.34%
Winner
SLYG
9.60%
5Y EPS CAGR
IYR
7.90%
Winner
SLYG
18.91%
Debt to Equity
IYR
-6.79%
SLYG
N/A
P/S Ratio
IYR
5.73
Winner
SLYG
1.53
P/B Ratio
Winner
IYR
2.65
SLYG
2.96
IYR vs SLYG - Holdings Comparison
IYR and SLYG have 2 common holdings. Overlap is 0.34%
IYR's top 25 holdings weight is 76.29%. SLYG's top 25 holdings weight is 21.31%.
| Rank | IYR | SLYG |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 9.96% | SANMINA CORP (SANM) - 1.44% |
| #2 | PROLOGIS INC (PLD) - 9.15% | FORMFACTOR INC (FORM) - 1.27% |
| #3 | EQUINIX INC (EQIX) - 4.91% | VIAVI SOLUTIONS INC (VIAV) - 1.22% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.75% | PRIMORIS SERVICES CORP (PRIM) - 1.11% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.65% | ARGAN INC (AGX) - 1.07% |
| #6 | REALTY INCOME CORP (O) - 4.25% | ESCO TECHNOLOGIES INC (ESE) - 1.00% |
| #7 | AMERICAN TOWER CORP (AMT) - 4.20% | VIASAT INC (VSAT) - 0.96% |
| #8 | PUBLIC STORAGE (PSA) - 3.61% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.94% |
| #9 | CBRE GROUP INC CLASS A (CBRE) - 3.18% | STONEX GROUP INC (SNEX) - 0.90% |
| #10 | VENTAS INC (VTR) - 3.01% | POWELL INDUSTRIES INC (POWL) - 0.89% |
| #11 | CROWN CASTLE INC (CCI) - 2.72% | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 0.89% |
| #12 | IRON MOUNTAIN INC (IRM) - 2.50% | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.85% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.28% | KRYSTAL BIOTECH INC (KRYS) - 0.85% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 2.22% | FEDERAL SIGNAL CORP (FSS) - 0.83% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.85% | JBT MAREL CORP (JBTM) - 0.82% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.72% | ARCHROCK INC (AROC) - 0.81% |
| #17 | EQUITY RESIDENTIAL (EQR) - 1.60% | INSTALLED BUILDING PRODUCTS INC (IBP) - 0.81% |
| #18 | WEYERHAEUSER CO (WY) - 1.35% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.80% |
| #19 | ESSEX PROPERTY TRUST INC (ESS) - 1.24% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.77% |
| #20 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.23% | ETSY INC (ETSY) - 0.76% |
| #21 | JONES LANG LASALLE INC (JLL) - 1.21% | COVISTA INC (CVSA) - 0.48% |
| #22 | KIMCO REALTY CORP (KIM) - 1.21% | n/a (STEP) - 0.47% |
| #23 | W.P. CAREY INC (WPC) - 1.19% | URBAN OUTFITTERS INC (URBN) - 0.46% |
| #24 | INVITATION HOMES INC (INVH) - 1.15% | PJT PARTNERS INC CLASS A (PJT) - 0.46% |
| #25 | COSTAR GROUP INC (CSGP) - 1.15% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.45% |
| Total Holdings | 64 | 301 |
IYR vs SLYG - Historical Returns
Returns include dividend reinvestment.
1M
IYR
+4.66%
Winner
SLYG
+7.04%
3M
IYR
+5.10%
Winner
SLYG
+6.91%
6M
IYR
+8.72%
Winner
SLYG
+17.68%
1Y
IYR
+12.24%
Winner
SLYG
+31.38%
5Y(CAGR)
IYR
+3.45%
Winner
SLYG
+5.62%
10Y(CAGR)
IYR
+5.61%
Winner
SLYG
+11.29%
Max(CAGR)
Winner
IYR
+8.46%
SLYG
+7.37%
IYR vs SLYG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYR | SLYG |
|---|---|---|
| 2026 | +9.65% | +14.91% |
| 2025 | +4.26% | +5.20% |
| 2024 | +3.50% | +10.41% |
| 2023 | +11.73% | +17.58% |
| 2022 | -24.93% | -21.72% |
| 2021 | +43.60% | +23.42% |
| 2020 | -4.21% | +19.17% |
| 2019 | +31.02% | +21.07% |
| 2018 | -3.81% | -4.60% |
| 2017 | +8.90% | +14.06% |
| 2016 | +8.08% | +25.62% |
| 2015 | +0.39% | +3.46% |
| 2014 | +26.89% | +5.38% |
| 2013 | -0.46% | +38.68% |
| 2012 | +17.48% | +13.24% |
| 2011 | +3.90% | +1.63% |
| 2010 | +26.88% | +27.13% |
| 2009 | +34.13% | +43.56% |
| 2008 | -39.37% | -40.18% |
| 2007 | -18.62% | +7.94% |
| 2006 | +31.33% | +11.47% |
| 2005 | +10.31% | +10.60% |
| 2004 | +30.53% | +14.91% |
| 2003 | +35.37% | +43.67% |
| 2002 | +2.87% | -38.57% |
| 2001 | +11.51% | -4.25% |
| 2000 | +12.29% | -17.74% |
IYR vs SLYG Drawdown Comparison
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The maximum drawdown for SLYG was -62.15%, occurring on Oct 9, 2002. Recovery took 1591 trading sessions.
The current IYR drawdown is -1.19%. The current SLYG drawdown is -0.50%.
| Rank | IYR | SLYG |
|---|---|---|
| #1 | -74.11% Feb 7, 2007 - Apr 10, 2013 | -62.15% Oct 2, 2000 - Feb 2, 2007 |
| #2 | -42.32% Feb 14, 2020 - Apr 20, 2021 | -59.44% Oct 10, 2007 - Dec 2, 2010 |
| #3 | -33.72% Dec 31, 2021 - Oct 25, 2023 | -41.85% Aug 31, 2018 - Nov 16, 2020 |
| #4 | -18.84% Apr 1, 2004 - Aug 31, 2004 | -29.17% Nov 8, 2021 - Jul 16, 2024 |
| #5 | -18.54% May 21, 2013 - Jun 5, 2014 | -27.39% Nov 25, 2024 - Jan 14, 2026 |
| #6 | -18.38% Apr 12, 2002 - May 20, 2003 | -26.29% Jul 7, 2011 - Mar 19, 2012 |
| #7 | -17.09% Jan 26, 2015 - May 6, 2016 | -19.38% Jun 22, 2015 - Jul 12, 2016 |
| #8 | -14.25% Aug 1, 2016 - Sep 11, 2017 | -12.39% Jul 3, 2014 - Dec 23, 2014 |
| #9 | -13.93% Aug 21, 2001 - Mar 4, 2002 | -10.71% Sep 14, 2012 - Jan 2, 2013 |
| #10 | -12.64% Dec 6, 2018 - Jan 30, 2019 | -10.41% Jul 13, 2007 - Oct 3, 2007 |
| #11 | -12.50% Aug 2, 2005 - Jan 6, 2006 | -9.99% Mar 26, 2012 - Sep 4, 2012 |
| #12 | -12.49% Dec 18, 2017 - Jun 29, 2018 | -9.34% Jul 31, 2024 - Oct 16, 2024 |
| #13 | -9.61% Mar 17, 2006 - Jul 19, 2006 | -9.22% Sep 22, 2016 - Nov 11, 2016 |
| #14 | -9.01% Dec 30, 2004 - May 18, 2005 | -9.10% Feb 26, 2026 - Apr 9, 2026 |
| #15 | -8.39% Aug 20, 2018 - Dec 6, 2018 | -8.77% Mar 18, 2014 - Jul 1, 2014 |
Correlation
Correlation between IYR and SLYG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
IYR vs SLYG dividend yield comparison.
| Year | IYR | SLYG |
|---|---|---|
| 2026 | 0.27% | 0.16% |
| 2025 | 2.48% | 0.86% |
| 2024 | 2.57% | 1.22% |
| 2023 | 2.75% | 1.18% |
| 2022 | 2.92% | 1.18% |
| 2021 | 2.06% | 0.68% |
| 2020 | 2.58% | 0.71% |
| 2019 | 3.05% | 1.08% |
| 2018 | 3.53% | 1.06% |
| 2017 | 3.73% | 4.74% |
| 2016 | 4.41% | 1.13% |
| 2015 | 3.92% | 5.75% |
| 2014 | 3.66% | 4.42% |
| 2013 | 3.78% | 0.61% |
| 2012 | 3.71% | 1.40% |
| 2011 | 3.83% | 0.69% |
| 2010 | 3.52% | 0.27% |
| 2009 | 4.21% | 0.41% |
| 2008 | 8.26% | 1.04% |
| 2007 | 4.40% | 1.83% |
| 2006 | 3.46% | 0.14% |
| 2005 | 4.38% | 0.38% |
| 2004 | 4.23% | 0.48% |
| 2003 | 4.70% | 0.20% |
| 2002 | 6.95% | 0.00% |
| 2001 | 5.01% | 0.00% |
| 2000 | 3.37% | 0.00% |
Select Stocks to Compare
Popular: IYR vs SPYSLYG vs SPY
More Comparisons
Compare with similar stocks