IYRI vs PIO
Comparison between NEOS REAL ESTATE HIGH INCOME ETF (IYRI, ETF) and INVESCO GLOBAL WATER ETF (PIO, ETF).
IYRI vs PIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYRI
$269M
Winner
PIO
$269M
Expense Ratio
Winner
IYRI
0.68%
PIO
0.75%
Max Drawdown
Winner
IYRI
13.31%
PIO
65.37%
Sharpe Ratio
Winner
IYRI
0.71
PIO
-0.14
5Y Beta
Winner
IYRI
0.44
PIO
0.75
P/E Ratio
IYRI
32.13
PIO
N/A
Forward P/E
IYRI
30.10
PIO
N/A
PEG Ratio
IYRI
0.36
PIO
N/A
5Y Dividends CAGR
IYRI
N/A
PIO
10.03%
5Y EPS CAGR
IYRI
8.17%
PIO
N/A
Debt to Equity
IYRI
32.62%
PIO
N/A
P/S Ratio
IYRI
5.78
PIO
N/A
P/B Ratio
IYRI
2.73
PIO
N/A
IYRI vs PIO - Holdings Comparison
IYRI and PIO have 1 common holdings. Overlap is -0.75%
IYRI's top 25 holdings weight is 75.94%. PIO's top 25 holdings weight is 94.19%.
| Rank | IYRI | PIO |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 9.36% | EBARA CORP (n/a) - 8.83% |
| #2 | PROLOGIS INC (PLD) - 9.31% | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO (n/a) - 8.24% |
| #3 | EQUINIX INC (EQIX) - 4.89% | ROPER TECHNOLOGIES INC (ROP) - 7.99% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.78% | ECOLAB INC (ECL) - 7.20% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.59% | PENTAIR PLC (PNR) - 6.47% |
| #6 | AMERICAN TOWER CORP (AMT) - 4.50% | WATERS CORP (WAT) - 4.63% |
| #7 | REALTY INCOME CORP (O) - 4.02% | VEOLIA ENVIRONNEMENT SA (n/a) - 4.22% |
| #8 | PUBLIC STORAGE (PSA) - 3.58% | FERGUSON ENTERPRISES INC (FERG) - 3.80% |
| #9 | CROWN CASTLE INC (CCI) - 2.91% | HALMA PLC (n/a) - 3.68% |
| #10 | IRON MOUNTAIN INC (IRM) - 2.87% | AMERICAN WATER WORKS CO INC (AWK) - 3.47% |
| #11 | CBRE GROUP INC CLASS A (CBRE) - 2.82% | STANTEC INC (n/a) - 3.42% |
| #12 | VENTAS INC (VTR) - 2.76% | GEBERIT AG (n/a) - 3.34% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 2.29% | XYLEM INC (XYL) - 3.05% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.23% | COWAY (n/a) - 3.02% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.96% | VERALTO CORP (VLTO) - 2.72% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.72% | ORGANO CORP (n/a) - 2.62% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.58% | IDEX CORP (IEX) - 2.37% |
| #18 | WEYERHAEUSER CO (WY) - 1.34% | BELIMO HOLDING AG (n/a) - 2.37% |
| #19 | ESSEX PROPERTY TRUST INC (ESS) - 1.34% | KURITA WATER INDUSTRIES LTD (n/a) - 2.25% |
| #20 | INVITATION HOMES INC (INVH) - 1.25% | AECOM (ACM) - 1.93% |
| #21 | W.P. CAREY INC (WPC) - 1.24% | UNITED UTILITIES GROUP PLC CLASS A (n/a) - 1.91% |
| #22 | KIMCO REALTY CORP (KIM) - 1.21% | SEVERN TRENT PLC (n/a) - 1.88% |
| #23 | HOST HOTELS & RESORTS INC (HST) - 1.16% | CORE & MAIN INC CLASS A (CNM) - 1.84% |
| #24 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.14% | GEORG FISCHER AG (n/a) - 1.52% |
| #25 | COSTAR GROUP INC (CSGP) - 1.09% | ARCADIS NV (n/a) - 1.42% |
| Total Holdings | 67 | 46 |
IYRI vs PIO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYRI
+3.39%
PIO
+2.48%
3M
Winner
IYRI
+3.36%
PIO
+1.94%
6M
Winner
IYRI
+6.34%
PIO
+0.85%
1Y
Winner
IYRI
+10.36%
PIO
+3.34%
5Y(CAGR)
IYRI
N/A
PIO
+3.21%
10Y(CAGR)
IYRI
N/A
PIO
+9.01%
Max(CAGR)
Winner
IYRI
+10.69%
PIO
+4.44%
IYRI vs PIO - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IYRI | PIO |
|---|---|---|
| 2026 | +6.98% | +0.48% |
| 2025 | +7.99% | +14.88% |
| 2024 | N/A | +0.77% |
| 2023 | N/A | +21.34% |
| 2022 | N/A | -23.40% |
| 2021 | N/A | +26.12% |
| 2020 | N/A | +13.96% |
| 2019 | N/A | +35.07% |
| 2018 | N/A | -9.66% |
| 2017 | N/A | +26.39% |
| 2016 | N/A | +1.84% |
| 2015 | N/A | -7.16% |
| 2014 | N/A | +2.10% |
| 2013 | N/A | +28.16% |
| 2012 | N/A | +14.11% |
| 2011 | N/A | -21.57% |
| 2010 | N/A | +9.36% |
| 2009 | N/A | +36.58% |
| 2008 | N/A | -44.55% |
| 2007 | N/A | +0.08% |
IYRI vs PIO Drawdown Comparison
The maximum drawdown for IYRI was -12.12%, occurring on Apr 8, 2025. Recovery took 75 trading sessions.
The maximum drawdown for PIO was -64.88%, occurring on Mar 9, 2009. Recovery took 1661 trading sessions.
The current IYRI drawdown is -0.70%. The current PIO drawdown is -8.09%.
| Rank | IYRI | PIO |
|---|---|---|
| #1 | -12.12% Mar 5, 2025 - Jun 23, 2025 | -64.88% Oct 31, 2007 - Jun 9, 2014 |
| #2 | -7.52% Mar 2, 2026 - Apr 20, 2026 | -35.76% Feb 19, 2020 - Sep 2, 2020 |
| #3 | -3.89% Oct 27, 2025 - Jan 16, 2026 | -34.27% Dec 29, 2021 - Mar 28, 2024 |
| #4 | -2.95% Sep 11, 2025 - Oct 20, 2025 | -26.33% May 21, 2015 - Sep 8, 2017 |
| #5 | -2.67% May 11, 2026 - May 26, 2026 | -17.09% May 15, 2024 - May 15, 2025 |
| #6 | -2.67% May 26, 2026 - Jun 9, 2026 | -16.95% Jan 22, 2018 - Mar 13, 2019 |
| #7 | -2.61% Jul 25, 2025 - Aug 22, 2025 | -16.14% Jul 13, 2007 - Oct 29, 2007 |
| #8 | -1.74% Jan 16, 2026 - Feb 6, 2026 | -13.88% Jun 20, 2014 - May 14, 2015 |
| #9 | -1.71% Jun 24, 2025 - Jul 14, 2025 | -13.15% Feb 26, 2026 - Mar 27, 2026 |
| #10 | -1.42% Aug 29, 2025 - Sep 5, 2025 | -9.89% Sep 2, 2021 - Dec 29, 2021 |
| #11 | -1.35% Apr 20, 2026 - May 11, 2026 | -7.14% Mar 28, 2024 - May 15, 2024 |
| #12 | -1.04% Jan 27, 2025 - Feb 5, 2025 | -6.54% Jan 8, 2021 - Apr 1, 2021 |
| #13 | -1.00% Jan 21, 2025 - Jan 27, 2025 | -6.20% Oct 24, 2025 - Jan 15, 2026 |
| #14 | -0.97% Jul 14, 2025 - Jul 21, 2025 | -5.98% May 3, 2019 - Jun 20, 2019 |
| #15 | -0.90% Sep 5, 2025 - Sep 11, 2025 | -5.80% Oct 12, 2020 - Nov 5, 2020 |
Correlation
Correlation between IYRI and PIO is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2008 - 2026)
IYRI vs PIO dividend yield comparison.
| Year | IYRI | PIO |
|---|---|---|
| 2026 | 4.51% | 0.10% |
| 2025 | 11.72% | 1.04% |
| 2024 | 0.00% | 0.78% |
| 2023 | 0.00% | 0.84% |
| 2022 | 0.00% | 1.02% |
| 2021 | 0.00% | 1.19% |
| 2020 | 0.00% | 0.88% |
| 2019 | 0.00% | 1.20% |
| 2018 | 0.00% | 2.00% |
| 2017 | 0.00% | 1.00% |
| 2016 | 0.00% | 1.45% |
| 2015 | 0.00% | 1.63% |
| 2014 | 0.00% | 1.42% |
| 2013 | 0.00% | 1.50% |
| 2012 | 0.00% | 1.82% |
| 2011 | 0.00% | 1.63% |
| 2010 | 0.00% | 0.87% |
| 2009 | 0.00% | 1.27% |
| 2008 | 0.00% | 1.38% |
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