IYR vs TDIV
Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND (TDIV, ETF).
IYR is from the Real Estate sector, while TDIV is from the Technology sector.
5-Year PerformanceTDIV has outperformed IYR, delivering a return of +17.6% compared to +4.2%
IYR vs TDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYR
$4.10B
TDIV
$4.10B
Expense Ratio
Winner
IYR
0.38%
TDIV
0.50%
Max Drawdown
IYR
76.51%
Winner
TDIV
33.00%
Sharpe Ratio
IYR
0.61
Winner
TDIV
1.99
5Y Beta
Winner
IYR
0.52
TDIV
1.16
P/E Ratio
IYR
30.41
Winner
TDIV
26.67
Forward P/E
IYR
29.63
Winner
TDIV
20.74
PEG Ratio
Winner
IYR
0.29
TDIV
0.42
5Y Dividends CAGR
IYR
3.34%
Winner
TDIV
7.10%
5Y EPS CAGR
IYR
7.84%
Winner
TDIV
12.81%
Debt to Equity
IYR
-15.14%
TDIV
N/A
P/S Ratio
IYR
5.82
Winner
TDIV
0.12
P/B Ratio
Winner
IYR
2.67
TDIV
5.00
IYR vs TDIV - Holdings Comparison
IYR and TDIV have 1 common holdings. Overlap is 0.00%
IYR's top 25 holdings weight is 76.59%. TDIV's top 25 holdings weight is 80.18%.
| Rank | IYR | TDIV |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.07% | BROADCOM INC (AVGO) - 9.51% |
| #2 | PROLOGIS INC (PLD) - 9.08% | TEXAS INSTRUMENTS INC (TXN) - 9.42% |
| #3 | EQUINIX INC (EQIX) - 4.81% | ORACLE CORP (ORCL) - 8.66% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.71% | MICROSOFT CORP (MSFT) - 7.45% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.63% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 6.78% |
| #6 | REALTY INCOME CORP (O) - 4.26% | QUALCOMM INC (QCOM) - 4.66% |
| #7 | AMERICAN TOWER CORP (AMT) - 4.23% | n/a (TSM) - 3.74% |
| #8 | PUBLIC STORAGE (PSA) - 3.50% | ANALOG DEVICES INC (ADI) - 2.71% |
| #9 | CBRE GROUP INC CLASS A (CBRE) - 3.07% | CISCO SYSTEMS INC (CSCO) - 2.11% |
| #10 | VENTAS INC (VTR) - 3.06% | APPLIED MATERIALS INC (AMAT) - 1.92% |
| #11 | IRON MOUNTAIN INC (IRM) - 2.89% | VERIZON COMMUNICATIONS INC (VZ) - 1.68% |
| #12 | CROWN CASTLE INC (CCI) - 2.88% | AT&T INC (T) - 1.64% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.29% | NXP SEMICONDUCTORS NV (NXPI) - 1.63% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 2.20% | TELUS CORP (n/a) - 1.63% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.95% | MOTOROLA SOLUTIONS INC (MSI) - 1.62% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.72% | SALESFORCE INC (CRM) - 1.61% |
| #17 | EQUITY RESIDENTIAL (EQR) - 1.69% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.60% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.28% | T-MOBILE US INC (TMUS) - 1.59% |
| #19 | WEYERHAEUSER CO (WY) - 1.27% | COMCAST CORP CLASS A (CMCSA) - 1.52% |
| #20 | INVITATION HOMES INC (INVH) - 1.20% | INTUIT INC (INTU) - 1.49% |
| #21 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.19% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 1.47% |
| #22 | W.P. CAREY INC (WPC) - 1.19% | HP INC (HPQ) - 1.47% |
| #23 | KIMCO REALTY CORP (KIM) - 1.18% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.47% |
| #24 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.13% | n/a (n/a) - 1.44% |
| #25 | JONES LANG LASALLE INC (JLL) - 1.11% | KLA CORP (KLAC) - 1.36% |
| Total Holdings | 64 | 97 |
IYR vs TDIV - Historical Returns
Returns include dividend reinvestment.
1M
IYR
+3.42%
Winner
TDIV
+11.80%
3M
IYR
+4.32%
Winner
TDIV
+12.89%
6M
IYR
+8.62%
Winner
TDIV
+13.75%
1Y
IYR
+11.24%
Winner
TDIV
+40.26%
5Y(CAGR)
IYR
+4.22%
Winner
TDIV
+17.61%
10Y(CAGR)
IYR
+5.73%
Winner
TDIV
+18.49%
Max(CAGR)
IYR
+8.46%
Winner
TDIV
+15.91%
IYR vs TDIV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYR | TDIV |
|---|---|---|
| 2026 | +9.73% | +14.49% |
| 2025 | +4.26% | +25.23% |
| 2024 | +3.50% | +26.42% |
| 2023 | +11.73% | +36.86% |
| 2022 | -24.93% | -23.15% |
| 2021 | +43.60% | +31.03% |
| 2020 | -4.21% | +15.75% |
| 2019 | +31.02% | +32.74% |
| 2018 | -3.81% | -4.28% |
| 2017 | +8.90% | +20.89% |
| 2016 | +8.08% | +21.22% |
| 2015 | +0.39% | -6.34% |
| 2014 | +26.89% | +17.17% |
| 2013 | -0.46% | +26.27% |
| 2012 | +17.48% | -2.06% |
| 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 TDIV Drawdown Comparison
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The maximum drawdown for TDIV was -31.97%, occurring on Oct 12, 2022. Recovery took 486 trading sessions.
The current IYR drawdown is -1.11%. The current TDIV drawdown is -2.15%.
| Rank | IYR | TDIV |
|---|---|---|
| #1 | -74.11% Feb 7, 2007 - Apr 10, 2013 | -31.97% Jan 4, 2022 - Dec 11, 2023 |
| #2 | -42.32% Feb 14, 2020 - Apr 20, 2021 | -31.59% Feb 12, 2020 - Aug 28, 2020 |
| #3 | -33.72% Dec 31, 2021 - Oct 25, 2023 | -23.00% Feb 20, 2025 - Jun 5, 2025 |
| #4 | -18.84% Apr 1, 2004 - Aug 31, 2004 | -18.49% Oct 3, 2018 - Mar 15, 2019 |
| #5 | -18.54% May 21, 2013 - Jun 5, 2014 | -18.41% Feb 24, 2015 - Jul 12, 2016 |
| #6 | -18.38% Apr 12, 2002 - May 20, 2003 | -12.13% Apr 23, 2019 - Jul 23, 2019 |
| #7 | -17.09% Jan 26, 2015 - May 6, 2016 | -11.43% Jul 16, 2024 - Sep 24, 2024 |
| #8 | -14.25% Aug 1, 2016 - Sep 11, 2017 | -10.72% Oct 28, 2025 - Apr 16, 2026 |
| #9 | -13.93% Aug 21, 2001 - Mar 4, 2002 | -10.54% Sep 2, 2020 - Nov 16, 2020 |
| #10 | -12.64% Dec 6, 2018 - Jan 30, 2019 | -10.17% Jan 26, 2018 - Mar 9, 2018 |
| #11 | -12.50% Aug 2, 2005 - Jan 6, 2006 | -9.71% Sep 14, 2012 - Jan 14, 2013 |
| #12 | -12.49% Dec 18, 2017 - Jun 29, 2018 | -9.36% Sep 18, 2014 - Nov 18, 2014 |
| #13 | -9.61% Mar 17, 2006 - Jul 19, 2006 | -8.90% Jul 24, 2019 - Oct 28, 2019 |
| #14 | -9.01% Dec 30, 2004 - May 18, 2005 | -8.25% Mar 12, 2018 - Aug 24, 2018 |
| #15 | -8.39% Aug 20, 2018 - Dec 6, 2018 | -7.81% Mar 7, 2024 - May 14, 2024 |
Correlation
Correlation between IYR and TDIV is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2000 - 2026)
IYR vs TDIV dividend yield comparison.
| Year | IYR | TDIV |
|---|---|---|
| 2026 | 0.27% | 0.28% |
| 2025 | 2.48% | 1.40% |
| 2024 | 2.57% | 1.59% |
| 2023 | 2.75% | 1.74% |
| 2022 | 2.92% | 2.51% |
| 2021 | 2.06% | 1.76% |
| 2020 | 2.58% | 2.07% |
| 2019 | 3.05% | 2.27% |
| 2018 | 3.53% | 2.97% |
| 2017 | 3.73% | 2.27% |
| 2016 | 4.41% | 2.45% |
| 2015 | 3.92% | 2.52% |
| 2014 | 3.66% | 2.80% |
| 2013 | 3.78% | 2.31% |
| 2012 | 3.71% | 1.04% |
| 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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