SBIL vs IYR
Comparison between Simplify Government Money Market ETF (SBIL, ETF) and ISHARES U.S. REAL ESTATE ETF (IYR, ETF).
SBIL vs IYR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SBIL
$4.90B
IYR
$4.90B
Expense Ratio
Winner
SBIL
0.15%
IYR
0.38%
Max Drawdown
Winner
SBIL
0.48%
IYR
76.51%
Sharpe Ratio
SBIL
0.35
Winner
IYR
0.46
5Y Beta
Winner
SBIL
0.00
IYR
0.51
P/E Ratio
SBIL
N/A
IYR
31.67
Forward P/E
SBIL
N/A
IYR
30.23
PEG Ratio
SBIL
N/A
IYR
0.35
5Y Dividends CAGR
SBIL
N/A
IYR
3.34%
5Y EPS CAGR
SBIL
N/A
IYR
8.04%
Debt to Equity
SBIL
N/A
IYR
32.75%
P/S Ratio
SBIL
N/A
IYR
5.74
P/B Ratio
SBIL
N/A
IYR
2.70
SBIL vs IYR - Holdings Comparison
SBIL and IYR have 1 common holdings. Overlap is 0.00%
SBIL's top 25 holdings weight is 84.20%. IYR's top 25 holdings weight is 76.29%.
| Rank | SBIL | IYR |
|---|---|---|
| #1 | FEDERAL HOME LOAN BANKS (n/a) - 41.46% | WELLTOWER INC (WELL) - 10.08% |
| #2 | CASH AND CASH EQUIVALENTS (n/a) - 10.29% | PROLOGIS INC (PLD) - 9.37% |
| #3 | UNITED STATES TREASURY NOTES (n/a) - 9.48% | EQUINIX INC (EQIX) - 4.78% |
| #4 | FEDERAL AGRICULTURAL MORTGAGE CORPORATION (n/a) - 7.88% | SIMON PROPERTY GROUP INC (SPG) - 4.64% |
| #5 | FEDERAL HOME LOAN MORTGAGE CORP. (n/a) - 3.54% | DIGITAL REALTY TRUST INC (DLR) - 4.57% |
| #6 | UNITED STATES TREASURY NOTES 0.75% (n/a) - 2.63% | AMERICAN TOWER CORP (AMT) - 4.33% |
| #7 | REPO 06/03/2026 3.68% (n/a) - 2.02% | REALTY INCOME CORP (O) - 4.13% |
| #8 | REPO 06/08/2026 3.62% (n/a) - 2.02% | PUBLIC STORAGE (PSA) - 3.55% |
| #9 | FEDERAL NATIONAL MORTGAGE ASSOCIATION (n/a) - 0.68% | VENTAS INC (VTR) - 3.08% |
| #10 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.51% | CROWN CASTLE INC (CCI) - 2.93% |
| #11 | UNITED STATES TREASURY NOTES 4.125% (n/a) - 0.51% | CBRE GROUP INC CLASS A (CBRE) - 2.80% |
| #12 | n/a (n/a) - 0.42% | IRON MOUNTAIN INC (IRM) - 2.75% |
| #13 | n/a (n/a) - 0.41% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.29% |
| #14 | FEDERAL HOME LOAN BANKS 3.8% (n/a) - 0.40% | EXTRA SPACE STORAGE INC (EXR) - 2.24% |
| #15 | FEDERAL FARM CREDIT BANKS (n/a) - 0.40% | AVALONBAY COMMUNITIES INC (AVB) - 1.93% |
| #16 | FEDERAL HOME LOAN BANKS 3.752% (n/a) - 0.31% | EQUITY RESIDENTIAL (EQR) - 1.68% |
| #17 | FEDERAL FARM CREDIT BANKS 3.73% (n/a) - 0.30% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.61% |
| #18 | FEDERAL FARM CREDIT BANKS 4.375% (n/a) - 0.29% | ESSEX PROPERTY TRUST INC (ESS) - 1.31% |
| #19 | FEDERAL HOME LOAN BANKS 3.84% (n/a) - 0.20% | WEYERHAEUSER CO (WY) - 1.25% |
| #20 | FEDERAL FARM CREDIT BANKS 0.74% (n/a) - 0.11% | INVITATION HOMES INC (INVH) - 1.22% |
| #21 | FEDERAL HOME LOAN BANKS 1.7% (n/a) - 0.10% | W.P. CAREY INC (WPC) - 1.20% |
| #22 | FEDERAL FARM CREDIT BANKS 1.3% (n/a) - 0.07% | KIMCO REALTY CORP (KIM) - 1.20% |
| #23 | n/a (n/a) - 0.06% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.13% |
| #24 | FEDERAL HOME LOAN BANKS 4.625% (n/a) - 0.06% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.13% |
| #25 | FEDERAL HOME LOAN BANKS 1.75% (n/a) - 0.05% | SUN COMMUNITIES INC (SUI) - 1.09% |
| Total Holdings | 42 | 65 |
SBIL vs IYR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SBIL
+0.28%
IYR
-1.64%
3M
SBIL
+0.89%
Winner
IYR
+2.15%
6M
SBIL
+1.80%
Winner
IYR
+8.08%
1Y
SBIL
+3.47%
Winner
IYR
+8.86%
5Y(CAGR)
SBIL
N/A
IYR
+1.92%
10Y(CAGR)
SBIL
N/A
IYR
+5.54%
Max(CAGR)
SBIL
+3.87%
Winner
IYR
+8.36%
SBIL vs IYR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SBIL | IYR |
|---|---|---|
| 2026 | +1.52% | +7.84% |
| 2025 | +1.88% | +4.26% |
| 2024 | N/A | +3.50% |
| 2023 | N/A | +11.73% |
| 2022 | N/A | -24.93% |
| 2021 | N/A | +43.60% |
| 2020 | N/A | -4.21% |
| 2019 | N/A | +31.02% |
| 2018 | N/A | -3.81% |
| 2017 | N/A | +8.90% |
| 2016 | N/A | +8.08% |
| 2015 | N/A | +0.39% |
| 2014 | N/A | +26.89% |
| 2013 | N/A | -0.46% |
| 2012 | N/A | +17.48% |
| 2011 | N/A | +3.90% |
| 2010 | N/A | +26.88% |
| 2009 | N/A | +34.13% |
| 2008 | N/A | -39.37% |
| 2007 | N/A | -18.62% |
| 2006 | N/A | +31.33% |
| 2005 | N/A | +10.31% |
| 2004 | N/A | +30.53% |
| 2003 | N/A | +35.37% |
| 2002 | N/A | +2.87% |
| 2001 | N/A | +11.51% |
| 2000 | N/A | +12.29% |
SBIL vs IYR Drawdown Comparison
The maximum drawdown for SBIL was -0.03%, occurring on Jul 29, 2025. Recovery took 5 trading sessions.
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The current IYR drawdown is -2.81%.
| Rank | SBIL | IYR |
|---|---|---|
| #1 | -0.03% Jul 28, 2025 - Aug 4, 2025 | -74.11% Feb 7, 2007 - Apr 10, 2013 |
| #2 | -0.02% Apr 28, 2026 - Apr 30, 2026 | -42.32% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -0.02% May 6, 2026 - May 8, 2026 | -33.72% Dec 31, 2021 - Oct 25, 2023 |
| #4 | -0.02% Nov 10, 2025 - Nov 14, 2025 | -18.84% Apr 1, 2004 - Aug 31, 2004 |
| #5 | -0.02% May 22, 2026 - May 27, 2026 | -18.54% May 21, 2013 - Jun 5, 2014 |
| #6 | -0.02% Aug 20, 2025 - Aug 22, 2025 | -18.38% Apr 12, 2002 - May 20, 2003 |
| #7 | -0.02% Feb 3, 2026 - Feb 6, 2026 | -17.09% Jan 26, 2015 - May 6, 2016 |
| #8 | -0.01% Jan 28, 2026 - Jan 30, 2026 | -14.25% Aug 1, 2016 - Sep 11, 2017 |
| #9 | -0.01% Mar 3, 2026 - Mar 9, 2026 | -13.93% Aug 21, 2001 - Mar 4, 2002 |
| #10 | -0.01% Mar 12, 2026 - Mar 16, 2026 | -12.64% Dec 6, 2018 - Jan 30, 2019 |
| #11 | -0.01% Aug 22, 2025 - Aug 27, 2025 | -12.50% Aug 2, 2005 - Jan 6, 2006 |
| #12 | -0.01% Nov 21, 2025 - Nov 25, 2025 | -12.49% Dec 18, 2017 - Jun 29, 2018 |
| #13 | -0.01% Sep 26, 2025 - Sep 30, 2025 | -9.61% Mar 17, 2006 - Jul 19, 2006 |
| #14 | -0.01% Jul 21, 2025 - Jul 24, 2025 | -9.01% Dec 30, 2004 - May 18, 2005 |
| #15 | -0.01% Sep 5, 2025 - Sep 9, 2025 | -8.39% Aug 20, 2018 - Dec 6, 2018 |
Correlation
Correlation between SBIL and IYR is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2000 - 2026)
SBIL vs IYR dividend yield comparison.
| Year | SBIL | IYR |
|---|---|---|
| 2026 | 1.47% | 0.27% |
| 2025 | 1.79% | 2.48% |
| 2024 | 0.00% | 2.57% |
| 2023 | 0.00% | 2.75% |
| 2022 | 0.00% | 2.92% |
| 2021 | 0.00% | 2.06% |
| 2020 | 0.00% | 2.58% |
| 2019 | 0.00% | 3.05% |
| 2018 | 0.00% | 3.53% |
| 2017 | 0.00% | 3.73% |
| 2016 | 0.00% | 4.41% |
| 2015 | 0.00% | 3.92% |
| 2014 | 0.00% | 3.66% |
| 2013 | 0.00% | 3.78% |
| 2012 | 0.00% | 3.71% |
| 2011 | 0.00% | 3.83% |
| 2010 | 0.00% | 3.52% |
| 2009 | 0.00% | 4.21% |
| 2008 | 0.00% | 8.26% |
| 2007 | 0.00% | 4.40% |
| 2006 | 0.00% | 3.46% |
| 2005 | 0.00% | 4.38% |
| 2004 | 0.00% | 4.23% |
| 2003 | 0.00% | 4.70% |
| 2002 | 0.00% | 6.95% |
| 2001 | 0.00% | 5.01% |
| 2000 | 0.00% | 3.37% |
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