IYR vs UPRO
Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and PROSHARES ULTRAPRO S&P500 (UPRO, ETF).
5-Year PerformanceUPRO has outperformed IYR, delivering a return of +21.6% compared to +3.5%
IYR vs UPRO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYR
$4B
UPRO
$4B
Expense Ratio
IYR
0.38%
UPRO
N/A
Max Drawdown
Winner
IYR
76.51%
UPRO
76.82%
Sharpe Ratio
IYR
0.62
Winner
UPRO
1.98
5Y Beta
Winner
IYR
0.52
UPRO
2.89
P/E Ratio
IYR
30.17
UPRO
N/A
Forward P/E
IYR
29.29
UPRO
N/A
PEG Ratio
IYR
0.28
UPRO
N/A
5Y Dividends CAGR
IYR
3.34%
Winner
UPRO
84.45%
5Y EPS CAGR
IYR
7.90%
UPRO
N/A
Debt to Equity
IYR
-6.79%
UPRO
N/A
P/S Ratio
IYR
5.73
UPRO
N/A
P/B Ratio
IYR
2.65
UPRO
N/A
IYR vs UPRO - Holdings Comparison
IYR and UPRO have 32 common holdings. Overlap is 0.91%
IYR's top 25 holdings weight is 76.29%. UPRO's top 25 holdings weight is 68.84%.
| Rank | IYR | UPRO |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 9.96% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 29.07% |
| #2 | PROLOGIS INC (PLD) - 9.15% | S&P 500 INDEX SWAP (n/a) - 12.08% |
| #3 | EQUINIX INC (EQIX) - 4.91% | NVIDIA CORP (NVDA) - 4.11% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.75% | APPLE INC (AAPL) - 3.15% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.65% | MICROSOFT CORP (MSFT) - 2.53% |
| #6 | REALTY INCOME CORP (O) - 4.25% | AMAZON.COM INC (AMZN) - 2.01% |
| #7 | AMERICAN TOWER CORP (AMT) - 4.20% | CTE PROSHARES TRUST M (n/a) - 1.86% |
| #8 | PUBLIC STORAGE (PSA) - 3.61% | ALPHABET INC CLASS A (GOOGL) - 1.62% |
| #9 | CBRE GROUP INC CLASS A (CBRE) - 3.18% | BROADCOM INC (AVGO) - 1.50% |
| #10 | VENTAS INC (VTR) - 3.01% | ALPHABET INC CLASS C (GOOG) - 1.29% |
| #11 | CROWN CASTLE INC (CCI) - 2.72% | CASH (n/a) - 1.21% |
| #12 | IRON MOUNTAIN INC (IRM) - 2.50% | META PLATFORMS INC CLASS A (META) - 1.16% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.28% | E-MINI S&P 500 FUTURE JUNE 26 (n/a) - 1.15% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 2.22% | TESLA INC (TSLA) - 0.84% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.85% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.70% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.72% | JPMORGAN CHASE & CO (JPM) - 0.67% |
| #17 | EQUITY RESIDENTIAL (EQR) - 1.60% | ELI LILLY AND CO (LLY) - 0.55% |
| #18 | WEYERHAEUSER CO (WY) - 1.35% | EXXON MOBIL CORP (XOM) - 0.50% |
| #19 | ESSEX PROPERTY TRUST INC (ESS) - 1.24% | MICRON TECHNOLOGY INC (MU) - 0.45% |
| #20 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.23% | WALMART INC (WMT) - 0.44% |
| #21 | JONES LANG LASALLE INC (JLL) - 1.21% | JOHNSON & JOHNSON (JNJ) - 0.44% |
| #22 | KIMCO REALTY CORP (KIM) - 1.21% | ADVANCED MICRO DEVICES INC (AMD) - 0.42% |
| #23 | W.P. CAREY INC (WPC) - 1.19% | VISA INC CLASS A (V) - 0.41% |
| #24 | INVITATION HOMES INC (INVH) - 1.15% | COSTCO WHOLESALE CORP (COST) - 0.35% |
| #25 | COSTAR GROUP INC (CSGP) - 1.15% | MASTERCARD INC CLASS A (MA) - 0.33% |
| Total Holdings | 64 | 509 |
IYR vs UPRO - Historical Returns
Returns include dividend reinvestment.
1M
IYR
+4.66%
Winner
UPRO
+28.36%
3M
IYR
+5.10%
Winner
UPRO
+16.14%
6M
IYR
+8.72%
Winner
UPRO
+24.88%
1Y
IYR
+12.24%
Winner
UPRO
+97.54%
5Y(CAGR)
IYR
+3.45%
Winner
UPRO
+21.61%
10Y(CAGR)
IYR
+5.61%
Winner
UPRO
+30.11%
Max(CAGR)
IYR
+8.46%
Winner
UPRO
+33.01%
IYR vs UPRO - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYR | UPRO |
|---|---|---|
| 2026 | +9.65% | +19.94% |
| 2025 | +4.26% | +33.00% |
| 2024 | +3.50% | +66.56% |
| 2023 | +11.73% | +70.82% |
| 2022 | -24.93% | -57.58% |
| 2021 | +43.60% | +107.13% |
| 2020 | -4.21% | +7.18% |
| 2019 | +31.02% | +101.91% |
| 2018 | -3.81% | -26.65% |
| 2017 | +8.90% | +67.74% |
| 2016 | +8.08% | +36.68% |
| 2015 | +0.39% | -4.99% |
| 2014 | +26.89% | +42.06% |
| 2013 | -0.46% | +103.37% |
| 2012 | +17.48% | +40.02% |
| 2011 | +3.90% | -14.37% |
| 2010 | +26.88% | +29.81% |
| 2009 | +34.13% | +73.78% |
| 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 UPRO Drawdown Comparison
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The maximum drawdown for UPRO was -76.82%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The current IYR drawdown is -1.19%.
| Rank | IYR | UPRO |
|---|---|---|
| #1 | -74.11% Feb 7, 2007 - Apr 10, 2013 | -76.82% Feb 19, 2020 - Jan 8, 2021 |
| #2 | -42.32% Feb 14, 2020 - Apr 20, 2021 | -63.94% Jan 3, 2022 - Jun 17, 2024 |
| #3 | -33.72% Dec 31, 2021 - Oct 25, 2023 | -51.73% Apr 29, 2011 - Apr 2, 2012 |
| #4 | -18.84% Apr 1, 2004 - Aug 31, 2004 | -50.28% Sep 20, 2018 - Jul 12, 2019 |
| #5 | -18.54% May 21, 2013 - Jun 5, 2014 | -48.86% Feb 19, 2025 - Jul 25, 2025 |
| #6 | -18.38% Apr 12, 2002 - May 20, 2003 | -42.88% Apr 23, 2010 - Dec 10, 2010 |
| #7 | -17.09% Jan 26, 2015 - May 6, 2016 | -39.29% May 21, 2015 - Jul 18, 2016 |
| #8 | -14.25% Aug 1, 2016 - Sep 11, 2017 | -29.34% Jan 26, 2018 - Aug 29, 2018 |
| #9 | -13.93% Aug 21, 2001 - Mar 4, 2002 | -27.26% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -12.64% Dec 6, 2018 - Jan 30, 2019 | -26.79% Jan 12, 2026 - Apr 17, 2026 |
| #11 | -12.50% Aug 2, 2005 - Jan 6, 2006 | -24.41% Jul 16, 2024 - Sep 24, 2024 |
| #12 | -12.49% Dec 18, 2017 - Jun 29, 2018 | -22.72% Jan 19, 2010 - Mar 16, 2010 |
| #13 | -9.61% Mar 17, 2006 - Jul 19, 2006 | -21.27% Sep 14, 2012 - Jan 4, 2013 |
| #14 | -9.01% Dec 30, 2004 - May 18, 2005 | -21.05% Sep 18, 2014 - Nov 3, 2014 |
| #15 | -8.39% Aug 20, 2018 - Dec 6, 2018 | -18.18% Feb 18, 2011 - Apr 26, 2011 |
Correlation
Correlation between IYR and UPRO is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2000 - 2026)
IYR vs UPRO dividend yield comparison.
| Year | IYR | UPRO |
|---|---|---|
| 2026 | 0.27% | 0.16% |
| 2025 | 2.48% | 0.84% |
| 2024 | 2.57% | 0.93% |
| 2023 | 2.75% | 0.74% |
| 2022 | 2.92% | 0.52% |
| 2021 | 2.06% | 0.06% |
| 2020 | 2.58% | 0.11% |
| 2019 | 3.05% | 0.41% |
| 2018 | 3.53% | 0.63% |
| 2017 | 3.73% | 0.00% |
| 2016 | 4.41% | 0.12% |
| 2015 | 3.92% | 0.34% |
| 2014 | 3.66% | 0.22% |
| 2013 | 3.78% | 0.07% |
| 2012 | 3.71% | 0.05% |
| 2011 | 3.83% | 0.06% |
| 2010 | 3.52% | 0.18% |
| 2009 | 4.21% | 0.11% |
| 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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