IYRI vs EWD
Comparison between NEOS REAL ESTATE HIGH INCOME ETF (IYRI, ETF) and ISHARES MSCI SWEDEN ETF (EWD, ETF).
IYRI vs EWD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IYRI
$285M
EWD
$285M
Expense Ratio
IYRI
0.68%
Winner
EWD
0.51%
Max Drawdown
Winner
IYRI
13.31%
EWD
79.94%
Sharpe Ratio
Winner
IYRI
0.67
EWD
0.66
5Y Beta
Winner
IYRI
0.42
EWD
0.86
P/E Ratio
IYRI
32.19
EWD
N/A
Forward P/E
IYRI
30.43
EWD
N/A
PEG Ratio
IYRI
0.36
EWD
N/A
5Y Dividends CAGR
IYRI
N/A
EWD
13.13%
5Y EPS CAGR
IYRI
7.95%
EWD
N/A
Debt to Equity
IYRI
37.54%
EWD
N/A
P/S Ratio
IYRI
5.82
EWD
N/A
P/B Ratio
IYRI
2.76
EWD
N/A
IYRI vs EWD - Holdings Comparison
IYRI and EWD have 1 common holdings. Overlap is -0.92%
IYRI's top 25 holdings weight is 76.11%. EWD's top 25 holdings weight is 84.35%.
| Rank | IYRI | EWD |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 11.00% | INVESTOR AB CLASS B (n/a) - 9.50% |
| #2 | PROLOGIS INC (PLD) - 9.19% | SPOTIFY TECHNOLOGY SA (SPOT) - 9.45% |
| #3 | SIMON PROPERTY GROUP INC (SPG) - 5.05% | VOLVO AB CLASS B (VOLVF) - 7.16% |
| #4 | EQUINIX INC (EQIX) - 4.54% | ATLAS COPCO AB CLASS A (n/a) - 6.66% |
| #5 | REALTY INCOME CORP (O) - 4.16% | SANDVIK AB (n/a) - 5.57% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 4.12% | SWEDBANK AB CLASS A (n/a) - 4.16% |
| #7 | AMERICAN TOWER CORP (AMT) - 3.98% | SKANDINAVISKA ENSKILDA BANKEN AB CLASS A (n/a) - 4.12% |
| #8 | PUBLIC STORAGE (PSA) - 3.70% | ASSA ABLOY AB CLASS B (n/a) - 4.04% |
| #9 | VENTAS INC (VTR) - 3.09% | TELEFONAKTIEBOLAGET L M ERICSSON CLASS B (n/a) - 3.65% |
| #10 | CBRE GROUP INC CLASS A (CBRE) - 2.85% | ATLAS COPCO AB CLASS B (n/a) - 3.46% |
| #11 | IRON MOUNTAIN INC (IRM) - 2.66% | SVENSKA HANDELSBANKEN AB CLASS A (n/a) - 2.81% |
| #12 | CROWN CASTLE INC (CCI) - 2.48% | EPIROC AB ORDINARY SHARES CLASS A (n/a) - 2.27% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 2.27% | SAAB AB CLASS B (n/a) - 2.25% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.07% | ESSITY AB CLASS B (n/a) - 2.25% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.99% | HEXAGON AB CLASS B (n/a) - 2.21% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.74% | ALFA LAVAL AB (n/a) - 2.19% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.46% | BOLIDEN AB (n/a) - 2.02% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.40% | EQT AB ORDINARY SHARES (n/a) - 1.88% |
| #19 | WEYERHAEUSER CO (WY) - 1.28% | TELIA COMPANY AB (n/a) - 1.48% |
| #20 | INVITATION HOMES INC (INVH) - 1.27% | TELE2 AB CLASS B (n/a) - 1.26% |
| #21 | KIMCO REALTY CORP (KIM) - 1.25% | EVOLUTION AB (n/a) - 1.24% |
| #22 | W.P. CAREY INC (WPC) - 1.17% | SWEDISH ORPHAN BIOVITRUM AB (n/a) - 1.20% |
| #23 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.15% | SKF AB CLASS B (n/a) - 1.19% |
| #24 | HEALTHPEAK PROPERTIES INC (DOC) - 1.13% | ADDTECH AB CLASS B (n/a) - 1.18% |
| #25 | HOST HOTELS & RESORTS INC (HST) - 1.11% | EPIROC AB SHARE B (n/a) - 1.15% |
| Total Holdings | 68 | 53 |
IYRI vs EWD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYRI
+3.28%
EWD
-0.16%
3M
Winner
IYRI
+3.96%
EWD
-3.31%
6M
Winner
IYRI
+6.86%
EWD
-0.49%
1Y
IYRI
+10.87%
Winner
EWD
+14.71%
5Y(CAGR)
IYRI
N/A
EWD
+4.55%
10Y(CAGR)
IYRI
N/A
EWD
+9.54%
Max(CAGR)
Winner
IYRI
+11.73%
EWD
+6.62%
IYRI vs EWD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IYRI | EWD |
|---|---|---|
| 2026 | +9.59% | +3.36% |
| 2025 | +7.99% | +36.16% |
| 2024 | N/A | -1.94% |
| 2023 | N/A | +23.68% |
| 2022 | N/A | -28.45% |
| 2021 | N/A | +21.34% |
| 2020 | N/A | +18.94% |
| 2019 | N/A | +23.80% |
| 2018 | N/A | -13.43% |
| 2017 | N/A | +21.04% |
| 2016 | N/A | +4.52% |
| 2015 | N/A | -3.90% |
| 2014 | N/A | -5.97% |
| 2013 | N/A | +21.95% |
| 2012 | N/A | +19.94% |
| 2011 | N/A | -18.22% |
| 2010 | N/A | +31.31% |
| 2009 | N/A | +48.46% |
| 2008 | N/A | -46.58% |
| 2007 | N/A | -2.28% |
| 2006 | N/A | +38.19% |
| 2005 | N/A | +9.32% |
| 2004 | N/A | +34.96% |
| 2003 | N/A | +57.95% |
| 2002 | N/A | -31.32% |
| 2001 | N/A | -22.76% |
| 2000 | N/A | -27.76% |
| 1999 | N/A | +27.13% |
IYRI vs EWD Drawdown Comparison
The maximum drawdown for IYRI was -12.12%, occurring on Apr 8, 2025. Recovery took 75 trading sessions.
The maximum drawdown for EWD was -75.34%, occurring on Oct 9, 2002. Recovery took 1668 trading sessions.
The current IYRI drawdown is -0.22%. The current EWD drawdown is -6.31%.
| Rank | IYRI | EWD |
|---|---|---|
| #1 | -12.12% Mar 5, 2025 - Jun 23, 2025 | -75.34% Mar 3, 2000 - Oct 20, 2006 |
| #2 | -7.52% Mar 2, 2026 - Apr 20, 2026 | -68.10% Jul 12, 2007 - Apr 21, 2011 |
| #3 | -3.89% Oct 27, 2025 - Jan 16, 2026 | -42.26% Aug 13, 2021 - Feb 18, 2025 |
| #4 | -2.95% Sep 11, 2025 - Oct 20, 2025 | -37.22% Feb 12, 2020 - Jul 17, 2020 |
| #5 | -2.72% Jun 12, 2026 - Jun 26, 2026 | -36.19% May 2, 2011 - Mar 7, 2013 |
| #6 | -2.67% May 11, 2026 - May 26, 2026 | -25.57% May 21, 2014 - May 2, 2017 |
| #7 | -2.67% May 26, 2026 - Jun 9, 2026 | -23.30% Jan 24, 2018 - Jan 2, 2020 |
| #8 | -2.61% Jul 25, 2025 - Aug 22, 2025 | -17.84% Mar 7, 2025 - May 13, 2025 |
| #9 | -1.74% Jan 16, 2026 - Feb 6, 2026 | -14.49% Feb 27, 2026 - Mar 20, 2026 |
| #10 | -1.71% Jun 24, 2025 - Jul 14, 2025 | -12.59% May 21, 2013 - Jul 23, 2013 |
| #11 | -1.44% Jun 26, 2026 - Jul 7, 2026 | -9.09% Feb 26, 2007 - Mar 21, 2007 |
| #12 | -1.42% Aug 29, 2025 - Sep 5, 2025 | -8.75% May 7, 2007 - Jul 6, 2007 |
| #13 | -1.35% Apr 20, 2026 - May 11, 2026 | -8.18% Oct 12, 2020 - Nov 6, 2020 |
| #14 | -1.20% Jul 7, 2026 - Jul 16, 2026 | -8.16% Sep 18, 2013 - Dec 30, 2013 |
| #15 | -1.04% Jan 27, 2025 - Feb 5, 2025 | -7.82% Oct 27, 2025 - Dec 10, 2025 |
Correlation
Correlation between IYRI and EWD is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (1999 - 2026)
IYRI vs EWD dividend yield comparison.
| Year | IYRI | EWD |
|---|---|---|
| 2026 | 5.34% | 2.38% |
| 2025 | 11.72% | 3.27% |
| 2024 | 0.00% | 1.77% |
| 2023 | 0.00% | 2.41% |
| 2022 | 0.00% | 3.68% |
| 2021 | 0.00% | 5.46% |
| 2020 | 0.00% | 0.98% |
| 2019 | 0.00% | 4.15% |
| 2018 | 0.00% | 5.17% |
| 2017 | 0.00% | 3.23% |
| 2016 | 0.00% | 3.91% |
| 2015 | 0.00% | 4.08% |
| 2014 | 0.00% | 3.92% |
| 2013 | 0.00% | 3.47% |
| 2012 | 0.00% | 3.03% |
| 2011 | 0.00% | 4.13% |
| 2010 | 0.00% | 1.77% |
| 2009 | 0.00% | 2.13% |
| 2008 | 0.00% | 8.23% |
| 2007 | 0.00% | 3.61% |
| 2006 | 0.00% | 1.05% |
| 2005 | 0.00% | 1.85% |
| 2004 | 0.00% | 0.70% |
| 2003 | 0.00% | 1.58% |
| 2002 | 0.00% | 1.28% |
| 2001 | 0.00% | 0.35% |
| 2000 | 0.00% | 30.15% |
| 1999 | 0.00% | 3.42% |
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