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