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IYRI vs SPY

Comparison between NEOS REAL ESTATE HIGH INCOME ETF (IYRI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

IYRI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYRI
$259M
Winner
SPY
$735B
Expense Ratio
IYRI
0.68%
Winner
SPY
0.09%
Max Drawdown
Winner
IYRI
13.31%
SPY
56.47%
Sharpe Ratio
IYRI
0.63
Winner
SPY
1.62
5Y Beta
Winner
IYRI
0.45
SPY
1.00
P/E Ratio
IYRI
32.02
Winner
SPY
28.99
Forward P/E
IYRI
30.12
Winner
SPY
22.37
PEG Ratio
IYRI
0.36
SPY
N/A
5Y Dividends CAGR
IYRI
N/A
SPY
5.43%
5Y EPS CAGR
IYRI
8.15%
Winner
SPY
26.05%
Debt to Equity
IYRI
33.23%
Winner
SPY
32.40%
P/S Ratio
IYRI
5.74
Winner
SPY
3.74
P/B Ratio
Winner
IYRI
2.72
SPY
5.61

IYRI vs SPY - Holdings Comparison

IYRI and SPY have 32 common holdings. Overlap is 1.20%

IYRI's top 25 holdings weight is 76.63%. SPY's top 25 holdings weight is 52.37%.

RankIYRISPY
#1
WELLTOWER INC (WELL) - 10.20%
NVIDIA CORP (NVDA) - 8.10%
#2
PROLOGIS INC (PLD) - 9.51%
APPLE INC (AAPL) - 7.02%
#3
EQUINIX INC (EQIX) - 4.80%
MICROSOFT CORP (MSFT) - 4.79%
#4
SIMON PROPERTY GROUP INC (SPG) - 4.74%
AMAZON.COM INC (AMZN) - 4.02%
#5
DIGITAL REALTY TRUST INC (DLR) - 4.63%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
AMERICAN TOWER CORP (AMT) - 4.38%
BROADCOM INC (AVGO) - 3.10%
#7
REALTY INCOME CORP (O) - 4.09%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
PUBLIC STORAGE (PSA) - 3.55%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
VENTAS INC (VTR) - 2.97%
TESLA INC (TSLA) - 1.89%
#10
CROWN CASTLE INC (CCI) - 2.86%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
IRON MOUNTAIN INC (IRM) - 2.80%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
CBRE GROUP INC CLASS A (CBRE) - 2.79%
ELI LILLY AND CO (LLY) - 1.31%
#13
EXTRA SPACE STORAGE INC (EXR) - 2.26%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.26%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
AVALONBAY COMMUNITIES INC (AVB) - 1.93%
EXXON MOBIL CORP (XOM) - 0.97%
#16
EQUITY RESIDENTIAL (EQR) - 1.68%
INTEL CORP (INTC) - 0.90%
#17
SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.58%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
ESSEX PROPERTY TRUST INC (ESS) - 1.31%
VISA INC CLASS A (V) - 0.85%
#19
WEYERHAEUSER CO (WY) - 1.28%
WALMART INC (WMT) - 0.81%
#20
INVITATION HOMES INC (INVH) - 1.24%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
W.P. CAREY INC (WPC) - 1.23%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
KIMCO REALTY CORP (KIM) - 1.22%
CATERPILLAR INC (CAT) - 0.66%
#23
MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.13%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
HOST HOTELS & RESORTS INC (HST) - 1.11%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
SUN COMMUNITIES INC (SUI) - 1.08%
ABBVIE INC (ABBV) - 0.58%
Total Holdings67505

IYRI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IYRI
+0.69%
Winner
SPY
+1.90%
3M
IYRI
+1.40%
Winner
SPY
+8.55%
6M
IYRI
+5.40%
Winner
SPY
+8.18%
1Y
IYRI
+10.53%
Winner
SPY
+25.79%
5Y(CAGR)
IYRI
N/A
SPY
+13.32%
10Y(CAGR)
IYRI
N/A
SPY
+15.19%
Max(CAGR)
Winner
IYRI
+10.35%
SPY
+8.47%

IYRI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIYRISPY
2026+6.23%+8.26%
2025+7.99%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

IYRI vs SPY Drawdown Comparison

The maximum drawdown for IYRI was -12.12%, occurring on Apr 8, 2025. Recovery took 75 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IYRI drawdown is -0.24%. The current SPY drawdown is -2.90%.

RankIYRISPY
#1-12.12%
Mar 5, 2025 - Jun 23, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-7.52%
Mar 2, 2026 - Apr 20, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-3.89%
Oct 27, 2025 - Jan 16, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.95%
Sep 11, 2025 - Oct 20, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.67%
May 11, 2026 - May 26, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.67%
May 26, 2026 - Jun 1, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.61%
Jul 25, 2025 - Aug 22, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.74%
Jan 16, 2026 - Feb 6, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.71%
Jun 24, 2025 - Jul 14, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.42%
Aug 29, 2025 - Sep 5, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.35%
Apr 20, 2026 - May 11, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.04%
Jan 27, 2025 - Feb 5, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.00%
Jan 21, 2025 - Jan 27, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.97%
Jul 14, 2025 - Jul 21, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.90%
Sep 5, 2025 - Sep 11, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IYRI and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

IYRI vs SPY dividend yield comparison.

YearIYRISPY
20264.54%0.24%
202511.72%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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