IYRI vs VTEL

Comparison between NEOS REAL ESTATE HIGH INCOME ETF (IYRI, ETF) and VANGUARD LONG-TERM TAX-EXEMPT BOND ETF ETF SHARES (VTEL, ETF).

IYRI vs VTEL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYRI(ETF)	VTEL(ETF)
Net Assets	$259M	$259M
Expense Ratio	0.68%	0.09%
Max Drawdown	13.31%	3.51%
Sharpe Ratio	0.63	1.17
5Y Beta	0.45	0.07
P/E Ratio	32.02	N/A
Forward P/E	30.12	N/A
PEG Ratio	0.36	N/A
5Y EPS CAGR	8.15%	N/A
Debt to Equity	33.23%	N/A
P/S Ratio	5.74	N/A
P/B Ratio	2.72	N/A

Net Assets

IYRI

$259M

Winner

VTEL

$259M

Expense Ratio

IYRI

0.68%

Winner

VTEL

0.09%

Max Drawdown

IYRI

13.31%

Winner

VTEL

3.51%

Sharpe Ratio

IYRI

0.63

Winner

VTEL

1.17

5Y Beta

IYRI

0.45

Winner

VTEL

0.07

P/E Ratio

IYRI

32.02

VTEL

N/A

Forward P/E

IYRI

30.12

VTEL

N/A

PEG Ratio

IYRI

0.36

VTEL

N/A

5Y EPS CAGR

IYRI

8.15%

VTEL

N/A

Debt to Equity

IYRI

33.23%

VTEL

N/A

P/S Ratio

IYRI

5.74

VTEL

N/A

P/B Ratio

IYRI

2.72

VTEL

N/A

IYRI vs VTEL - Historical Returns

Returns include dividend reinvestment.

Period	IYRI	VTEL
1 month	+0.69%	+0.75%
3 months	+1.40%	+0.58%
6 months	+5.40%	+2.16%
1 year	+10.53%	+8.34%
Max(CAGR)	+10.35%	+8.18%

IYRI

+0.69%

Winner

VTEL

+0.75%

Winner

IYRI

+1.40%

VTEL

+0.58%

Winner

IYRI

+5.40%

VTEL

+2.16%

Winner

IYRI

+10.53%

VTEL

+8.34%

Max(CAGR)

Winner

IYRI

+10.35%

VTEL

+8.18%

IYRI vs VTEL - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	IYRI	VTEL
2026	+6.23%	+1.65%
2025	+7.99%	+6.66%

IYRI vs VTEL Drawdown Comparison

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

The maximum drawdown for VTEL was -3.22%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The current IYRI drawdown is -0.24%. The current VTEL drawdown is -0.34%.

Rank	IYRI	VTEL
#1	-12.12% Mar 5, 2025 - Jun 23, 2025	-3.22% Feb 27, 2026 - Mar 24, 2026
#2	-7.52% Mar 2, 2026 - Apr 20, 2026	-1.98% Jul 1, 2025 - Sep 3, 2025
#3	-3.89% Oct 27, 2025 - Jan 16, 2026	-0.99% May 27, 2025 - Jun 30, 2025
#4	-2.95% Sep 11, 2025 - Oct 20, 2025	-0.67% Nov 28, 2025 - Jan 5, 2026
#5	-2.67% May 11, 2026 - May 26, 2026	-0.64% Nov 11, 2025 - Nov 26, 2025
#6	-2.67% May 26, 2026 - Jun 1, 2026	-0.50% Jan 13, 2026 - Feb 3, 2026
#7	-2.61% Jul 25, 2025 - Aug 22, 2025	-0.47% Sep 18, 2025 - Oct 6, 2025
#8	-1.74% Jan 16, 2026 - Feb 6, 2026	-0.43% Oct 27, 2025 - Nov 11, 2025
#9	-1.71% Jun 24, 2025 - Jul 14, 2025	-0.19% Sep 11, 2025 - Sep 15, 2025
#10	-1.42% Aug 29, 2025 - Sep 5, 2025	-0.15% Jan 7, 2026 - Jan 9, 2026
#11	-1.35% Apr 20, 2026 - May 11, 2026	-0.15% Oct 13, 2025 - Oct 15, 2025
#12	-1.04% Jan 27, 2025 - Feb 5, 2025	-0.11% Jan 9, 2026 - Jan 13, 2026
#13	-1.00% Jan 21, 2025 - Jan 27, 2025	-0.10% Feb 5, 2026 - Feb 9, 2026
#14	-0.97% Jul 14, 2025 - Jul 21, 2025	-0.05% Jan 5, 2026 - Jan 7, 2026
#15	-0.90% Sep 5, 2025 - Sep 11, 2025	-0.05% Sep 8, 2025 - Sep 10, 2025