IYR vs SLYV
Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF (SLYV, ETF).
5-Year PerformanceSLYV has outperformed IYR, delivering a return of +8.1% compared to +2.2%
IYR vs SLYV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYR
$4.70B
Winner
SLYV
$4.80B
Expense Ratio
IYR
0.38%
Winner
SLYV
0.15%
Max Drawdown
IYR
76.51%
Winner
SLYV
63.11%
Sharpe Ratio
IYR
0.52
Winner
SLYV
1.49
5Y Beta
Winner
IYR
0.49
SLYV
0.99
P/E Ratio
Winner
IYR
31.60
SLYV
123.32
Forward P/E
IYR
29.80
Winner
SLYV
13.22
PEG Ratio
IYR
0.36
SLYV
N/A
5Y Dividends CAGR
IYR
1.32%
Winner
SLYV
13.06%
5Y EPS CAGR
Winner
IYR
7.79%
SLYV
3.97%
Debt to Equity
Winner
IYR
36.43%
SLYV
64.52%
P/S Ratio
IYR
5.80
Winner
SLYV
0.82
P/B Ratio
IYR
2.73
Winner
SLYV
1.62
IYR vs SLYV - Holdings Comparison
IYR and SLYV have 2 common holdings. Overlap is 0.19%
IYR's top 25 holdings weight is 75.78%. SLYV's top 25 holdings weight is 16.89%.
| Rank | IYR | SLYV |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 11.07% | MOLINA HEALTHCARE INC (MOH) - 1.33% |
| #2 | PROLOGIS INC (PLD) - 9.01% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.00% |
| #3 | SIMON PROPERTY GROUP INC (SPG) - 4.63% | EASTMAN CHEMICAL CO (EMN) - 0.87% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.50% | JACKSON FINANCIAL INC (JXN) - 0.83% |
| #5 | EQUINIX INC (EQIX) - 4.40% | CARMAX INC (KMX) - 0.79% |
| #6 | REALTY INCOME CORP (O) - 4.32% | POOL CORP (POOL) - 0.74% |
| #7 | AMERICAN TOWER CORP (AMT) - 3.86% | LINCOLN NATIONAL CORP (LNC) - 0.73% |
| #8 | PUBLIC STORAGE (PSA) - 3.72% | LKQ CORP (LKQ) - 0.73% |
| #9 | VENTAS INC (VTR) - 3.29% | CONAGRA BRANDS INC (CAG) - 0.73% |
| #10 | CBRE GROUP INC CLASS A (CBRE) - 3.00% | LAMB WESTON HOLDINGS INC (LW) - 0.70% |
| #11 | IRON MOUNTAIN INC (IRM) - 2.52% | SM ENERGY CO (SM) - 0.69% |
| #12 | CROWN CASTLE INC (CCI) - 2.46% | VICTORIA'S SECRET & CO (VSXY) - 0.68% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 2.23% | CAESARS ENTERTAINMENT INC (CZR) - 0.67% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.09% | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.65% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.93% | MATSON INC (MATX) - 0.65% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.71% | PAYCOM SOFTWARE INC (PAYC) - 0.65% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.42% | VISHAY INTERTECHNOLOGY INC (VSH) - 0.64% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.37% | TELEFLEX INC (TFX) - 0.64% |
| #19 | KIMCO REALTY CORP (KIM) - 1.23% | MOHAWK INDUSTRIES INC (MHK) - 0.63% |
| #20 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.21% | ENPHASE ENERGY INC (ENPH) - 0.62% |
| #21 | INVITATION HOMES INC (INVH) - 1.19% | SL GREEN REALTY CORP (SLG) - 0.39% |
| #22 | WEYERHAEUSER CO (WY) - 1.19% | ORGANON & CO ORDINARY SHARES (OGN) - 0.39% |
| #23 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.18% | GROUP 1 AUTOMOTIVE INC (GPI) - 0.38% |
| #24 | W.P. CAREY INC (WPC) - 1.15% | MACERICH CO (MAC) - 0.38% |
| #25 | JONES LANG LASALLE INC (JLL) - 1.10% | ROBERT HALF INC (RHI) - 0.38% |
| Total Holdings | 64 | 422 |
IYR vs SLYV - Historical Returns
Returns include dividend reinvestment.
1M
IYR
+0.73%
Winner
SLYV
+1.46%
3M
IYR
+3.86%
Winner
SLYV
+9.77%
6M
IYR
+7.84%
Winner
SLYV
+11.95%
1Y
IYR
+12.22%
Winner
SLYV
+36.32%
5Y(CAGR)
IYR
+2.22%
Winner
SLYV
+8.08%
10Y(CAGR)
IYR
+5.22%
Winner
SLYV
+10.13%
Max(CAGR)
IYR
+8.46%
Winner
SLYV
+10.76%
IYR vs SLYV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYR | SLYV |
|---|---|---|
| 2026 | +11.33% | +19.43% |
| 2025 | +4.26% | +6.95% |
| 2024 | +3.50% | +7.71% |
| 2023 | +11.73% | +14.75% |
| 2022 | -24.93% | -12.49% |
| 2021 | +43.60% | +32.09% |
| 2020 | -4.21% | +2.89% |
| 2019 | +31.02% | +22.93% |
| 2018 | -3.81% | -13.66% |
| 2017 | +8.90% | +10.65% |
| 2016 | +8.08% | +33.70% |
| 2015 | +0.39% | -6.11% |
| 2014 | +26.89% | +8.03% |
| 2013 | -0.46% | +36.44% |
| 2012 | +17.48% | +14.72% |
| 2011 | +3.90% | -3.60% |
| 2010 | +26.88% | +22.52% |
| 2009 | +34.13% | +34.31% |
| 2008 | -39.37% | -32.98% |
| 2007 | -18.62% | -4.23% |
| 2006 | +31.33% | +17.84% |
| 2005 | +10.31% | +7.43% |
| 2004 | +30.53% | +17.66% |
| 2003 | +35.37% | +40.39% |
| 2002 | +2.87% | -2.12% |
| 2001 | +11.51% | +15.20% |
| 2000 | +12.29% | +12.56% |
IYR vs SLYV Drawdown Comparison
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The maximum drawdown for SLYV was -61.18%, occurring on Mar 9, 2009. Recovery took 928 trading sessions.
The current IYR drawdown is -0.77%. The current SLYV drawdown is -0.45%.
| Rank | IYR | SLYV |
|---|---|---|
| #1 | -74.11% Feb 7, 2007 - Apr 10, 2013 | -61.18% Jun 4, 2007 - Feb 7, 2011 |
| #2 | -42.32% Feb 14, 2020 - Apr 20, 2021 | -47.71% Aug 22, 2018 - Jan 6, 2021 |
| #3 | -33.72% Dec 31, 2021 - Jun 12, 2026 | -28.68% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -18.84% Apr 1, 2004 - Aug 31, 2004 | -27.05% May 3, 2002 - Jul 7, 2003 |
| #5 | -18.54% May 21, 2013 - Jun 5, 2014 | -26.79% Jul 7, 2011 - Feb 1, 2012 |
| #6 | -18.38% Apr 12, 2002 - May 20, 2003 | -24.16% Nov 5, 2021 - Jul 16, 2024 |
| #7 | -17.09% Jan 26, 2015 - May 6, 2016 | -20.29% Jun 23, 2015 - Jul 11, 2016 |
| #8 | -14.25% Aug 1, 2016 - Sep 11, 2017 | -18.33% Aug 21, 2001 - Dec 27, 2001 |
| #9 | -13.93% Aug 21, 2001 - Mar 4, 2002 | -13.92% Mar 26, 2012 - Sep 7, 2012 |
| #10 | -12.64% Dec 6, 2018 - Jan 30, 2019 | -12.61% Jun 8, 2021 - Nov 5, 2021 |
| #11 | -12.50% Aug 2, 2005 - Jan 6, 2006 | -12.54% Apr 2, 2004 - Nov 4, 2004 |
| #12 | -12.49% Dec 18, 2017 - Jun 29, 2018 | -11.21% Jul 3, 2014 - Nov 12, 2014 |
| #13 | -9.61% Mar 17, 2006 - Jul 19, 2006 | -10.95% Dec 31, 2004 - Jun 17, 2005 |
| #14 | -9.01% Dec 30, 2004 - May 18, 2005 | -10.41% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.39% Aug 20, 2018 - Dec 6, 2018 | -10.20% Mar 12, 2021 - Jun 1, 2021 |
Correlation
Correlation between IYR and SLYV 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 SLYV dividend yield comparison.
| Year | IYR | SLYV |
|---|---|---|
| 2026 | 0.76% | 0.86% |
| 2025 | 2.48% | 2.02% |
| 2024 | 2.57% | 2.30% |
| 2023 | 2.75% | 2.11% |
| 2022 | 2.92% | 1.47% |
| 2021 | 2.06% | 1.94% |
| 2020 | 2.58% | 1.40% |
| 2019 | 3.05% | 1.67% |
| 2018 | 3.53% | 2.14% |
| 2017 | 3.73% | 5.53% |
| 2016 | 4.41% | 2.18% |
| 2015 | 3.92% | 6.55% |
| 2014 | 3.66% | 7.50% |
| 2013 | 3.78% | 1.58% |
| 2012 | 3.71% | 2.01% |
| 2011 | 3.83% | 1.19% |
| 2010 | 3.52% | 1.99% |
| 2009 | 4.21% | 2.05% |
| 2008 | 8.26% | 3.74% |
| 2007 | 4.40% | 2.83% |
| 2006 | 3.46% | 2.22% |
| 2005 | 4.38% | 5.00% |
| 2004 | 4.23% | 5.85% |
| 2003 | 4.70% | 4.07% |
| 2002 | 6.95% | 3.55% |
| 2001 | 5.01% | 5.65% |
| 2000 | 3.37% | 0.79% |
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