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IYRI vs VGHY

Comparison between NEOS REAL ESTATE HIGH INCOME ETF (IYRI, ETF) and VANGUARD HIGH-YIELD ACTIVE ETF ETF SHARES (VGHY, ETF).

IYRI vs VGHY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IYRI
$269M
VGHY
$268M
Expense Ratio
IYRI
0.68%
Winner
VGHY
0.22%
Max Drawdown
IYRI
13.31%
Winner
VGHY
3.08%
Sharpe Ratio
Winner
IYRI
0.71
VGHY
0.25
5Y Beta
IYRI
0.44
Winner
VGHY
0.20
P/E Ratio
IYRI
32.13
VGHY
N/A
Forward P/E
IYRI
30.10
VGHY
N/A
PEG Ratio
IYRI
0.36
VGHY
N/A
5Y EPS CAGR
IYRI
8.17%
VGHY
N/A
Debt to Equity
IYRI
32.62%
VGHY
N/A
P/S Ratio
IYRI
5.78
VGHY
N/A
P/B Ratio
IYRI
2.73
VGHY
N/A

IYRI vs VGHY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYRI
+3.39%
VGHY
+1.15%
3M
Winner
IYRI
+3.36%
VGHY
+2.08%
6M
Winner
IYRI
+6.34%
VGHY
+2.63%
1Y
IYRI
+10.36%
VGHY
N/A
Max(CAGR)
Winner
IYRI
+10.69%
VGHY
+4.89%

IYRI vs VGHY - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearIYRIVGHY
2026+6.98%+1.80%
2025+7.99%+1.80%

IYRI vs VGHY Drawdown Comparison

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

The maximum drawdown for VGHY was -2.66%, occurring on Mar 27, 2026. Recovery took 33 trading sessions.

The current IYRI drawdown is -0.70%.

RankIYRIVGHY
#1-12.12%
Mar 5, 2025 - Jun 23, 2025
-2.66%
Feb 20, 2026 - Apr 9, 2026
#2-7.52%
Mar 2, 2026 - Apr 20, 2026
-1.36%
Apr 17, 2026 - Jun 15, 2026
#3-3.89%
Oct 27, 2025 - Jan 16, 2026
-1.25%
Dec 10, 2025 - Dec 18, 2025
#4-2.95%
Sep 11, 2025 - Oct 20, 2025
-1.06%
Oct 2, 2025 - Oct 24, 2025
#5-2.67%
May 11, 2026 - May 26, 2026
-1.01%
Oct 27, 2025 - Nov 25, 2025
#6-2.67%
May 26, 2026 - Jun 9, 2026
-0.51%
Feb 9, 2026 - Feb 18, 2026
#7-2.61%
Jul 25, 2025 - Aug 22, 2025
-0.46%
Dec 4, 2025 - Dec 10, 2025
#8-1.74%
Jan 16, 2026 - Feb 6, 2026
-0.46%
Sep 18, 2025 - Oct 2, 2025
#9-1.71%
Jun 24, 2025 - Jul 14, 2025
-0.34%
Jan 12, 2026 - Jan 22, 2026
#10-1.42%
Aug 29, 2025 - Sep 5, 2025
-0.32%
Jan 22, 2026 - Feb 6, 2026
#11-1.35%
Apr 20, 2026 - May 11, 2026
-0.32%
Apr 9, 2026 - Apr 14, 2026
#12-1.04%
Jan 27, 2025 - Feb 5, 2025
-0.23%
Dec 22, 2025 - Dec 24, 2025
#13-1.00%
Jan 21, 2025 - Jan 27, 2025
-0.20%
Jan 5, 2026 - Jan 9, 2026
#14-0.97%
Jul 14, 2025 - Jul 21, 2025
-0.13%
Feb 18, 2026 - Feb 20, 2026
#15-0.90%
Sep 5, 2025 - Sep 11, 2025
-0.09%
Nov 28, 2025 - Dec 2, 2025

Correlation

Correlation between IYRI and VGHY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2025 - 2026)

IYRI vs VGHY dividend yield comparison.

YearIYRIVGHY
20264.51%2.47%
202511.72%1.49%

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