URE vs IWFG
Comparison between PROSHARES ULTRA REAL ESTATE (URE, ETF) and NYLI WINSLOW FOCUSED LARGE CAP GROWTH ETF (IWFG, ETF).
URE vs IWFG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
URE
$57M
IWFG
$57M
Expense Ratio
URE
N/A
IWFG
0.46%
Max Drawdown
URE
97.34%
Winner
IWFG
25.60%
Sharpe Ratio
Winner
URE
0.46
IWFG
0.35
5Y Beta
Winner
URE
0.98
IWFG
1.21
P/E Ratio
URE
37.04
Winner
IWFG
36.89
Forward P/E
URE
34.99
Winner
IWFG
29.22
PEG Ratio
URE
0.93
Winner
IWFG
0.51
5Y Dividends CAGR
URE
22.83%
IWFG
N/A
5Y EPS CAGR
URE
7.39%
Winner
IWFG
37.88%
Debt to Equity
Winner
URE
12.08%
IWFG
25.18%
P/S Ratio
Winner
URE
5.94
IWFG
8.42
P/B Ratio
Winner
URE
3.10
IWFG
12.64
URE vs IWFG - Holdings Comparison
URE and IWFG have 1 common holdings. Overlap is 0.60%
URE's top 25 holdings weight is 92.75%. IWFG's top 25 holdings weight is 95.96%.
| Rank | URE | IWFG |
|---|---|---|
| #1 | CTE PROSHARES TRUST M (n/a) - 16.47% | NVIDIA CORP (NVDA) - 14.03% |
| #2 | CASH (n/a) - 12.94% | MICROSOFT CORP (MSFT) - 9.30% |
| #3 | WELLTOWER INC (WELL) - 7.05% | APPLE INC (AAPL) - 9.04% |
| #4 | PROLOGIS INC (PLD) - 6.21% | ALPHABET INC CLASS C (GOOG) - 6.96% |
| #5 | EQUINIX INC (EQIX) - 4.93% | AMAZON.COM INC (AMZN) - 6.05% |
| #6 | AMERICAN TOWER CORP (AMT) - 3.89% | BROADCOM INC (AVGO) - 5.02% |
| #7 | SIMON PROPERTY GROUP INC (SPG) - 3.17% | META PLATFORMS INC CLASS A (META) - 4.35% |
| #8 | DIGITAL REALTY TRUST INC (DLR) - 3.16% | GE VERNOVA INC (GEV) - 3.97% |
| #9 | PUBLIC STORAGE (PSA) - 3.03% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 3.54% |
| #10 | VENTAS INC (VTR) - 3.00% | MASTERCARD INC CLASS A (MA) - 3.53% |
| #11 | CBRE GROUP INC CLASS A (CBRE) - 2.99% | ANALOG DEVICES INC (ADI) - 3.02% |
| #12 | CROWN CASTLE INC (CCI) - 2.84% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.95% |
| #13 | REALTY INCOME CORP (O) - 2.82% | ELI LILLY AND CO (LLY) - 2.74% |
| #14 | IRON MOUNTAIN INC (IRM) - 2.66% | GE AEROSPACE (GE) - 2.29% |
| #15 | REAL ESTATE SELECT SECTOR INDEX SWAP (n/a) - 2.25% | CME GROUP INC CLASS A (CME) - 2.02% |
| #16 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.22% | O'REILLY AUTOMOTIVE INC (ORLY) - 2.02% |
| #17 | EXTRA SPACE STORAGE INC (EXR) - 2.19% | ASML HOLDING NV ADR (ASML) - 2.00% |
| #18 | AVALONBAY COMMUNITIES INC (AVB) - 1.89% | AMPHENOL CORP CLASS A (APH) - 1.81% |
| #19 | EQUITY RESIDENTIAL (EQR) - 1.62% | STRYKER CORP (SYK) - 1.79% |
| #20 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.62% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.77% |
| #21 | ESSEX PROPERTY TRUST INC (ESS) - 1.24% | SERVICENOW INC (NOW) - 1.70% |
| #22 | WEYERHAEUSER CO (WY) - 1.21% | INTUITIVE SURGICAL INC (ISRG) - 1.63% |
| #23 | INVITATION HOMES INC (INVH) - 1.14% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.59% |
| #24 | KIMCO REALTY CORP (KIM) - 1.13% | SPOTIFY TECHNOLOGY SA (SPOT) - 1.43% |
| #25 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.08% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 1.41% |
| Total Holdings | 34 | 29 |
URE vs IWFG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
URE
+1.64%
IWFG
+1.45%
3M
URE
+5.42%
Winner
IWFG
+7.45%
6M
Winner
URE
+18.46%
IWFG
-1.73%
1Y
Winner
URE
+13.63%
IWFG
+8.33%
5Y(CAGR)
URE
-3.07%
IWFG
N/A
10Y(CAGR)
URE
+3.45%
IWFG
N/A
Max(CAGR)
URE
-3.18%
Winner
IWFG
+22.74%
URE vs IWFG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | URE | IWFG |
|---|---|---|
| 2026 | +20.08% | +0.22% |
| 2025 | -1.81% | +14.28% |
| 2024 | -1.28% | +39.97% |
| 2023 | +10.84% | +39.37% |
| 2022 | -48.71% | +3.75% |
| 2021 | +101.06% | N/A |
| 2020 | -26.15% | N/A |
| 2019 | +64.33% | N/A |
| 2018 | -12.84% | N/A |
| 2017 | +15.73% | N/A |
| 2016 | +12.88% | N/A |
| 2015 | -2.73% | N/A |
| 2014 | +58.21% | N/A |
| 2013 | -3.70% | N/A |
| 2012 | +35.10% | N/A |
| 2011 | -1.09% | N/A |
| 2010 | +49.16% | N/A |
| 2009 | +19.45% | N/A |
| 2008 | -80.57% | N/A |
| 2007 | -50.03% | N/A |
URE vs IWFG Drawdown Comparison
The maximum drawdown for URE was -97.16%, occurring on Mar 6, 2009. This drawdown has not yet recovered.
The maximum drawdown for IWFG was -21.97%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current URE drawdown is -49.96%. The current IWFG drawdown is -5.21%.
| Rank | URE | IWFG |
|---|---|---|
| #1 | -97.16% Feb 7, 2007 - Mar 6, 2009 | -21.97% Jan 23, 2025 - Jun 6, 2025 |
| #2 | N/A | -20.20% Oct 29, 2025 - Mar 30, 2026 |
| #3 | N/A | -17.45% Aug 15, 2022 - Feb 2, 2023 |
| #4 | N/A | -12.99% Jul 10, 2024 - Oct 11, 2024 |
| #5 | N/A | -9.95% Jul 18, 2023 - Nov 14, 2023 |
| #6 | N/A | -6.80% Mar 22, 2024 - May 15, 2024 |
| #7 | N/A | -6.35% Feb 2, 2023 - Mar 31, 2023 |
| #8 | N/A | -5.69% Dec 16, 2024 - Jan 23, 2025 |
| #9 | N/A | -4.22% Jun 24, 2022 - Jul 19, 2022 |
| #10 | N/A | -3.61% Sep 22, 2025 - Oct 24, 2025 |
| #11 | N/A | -3.30% Dec 19, 2023 - Jan 10, 2024 |
| #12 | N/A | -3.11% Oct 29, 2024 - Nov 6, 2024 |
| #13 | N/A | -3.11% Jul 21, 2022 - Jul 27, 2022 |
| #14 | N/A | -3.04% May 18, 2023 - May 26, 2023 |
| #15 | N/A | -2.75% Jul 28, 2025 - Aug 28, 2025 |
Correlation
Correlation between URE and IWFG is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.41
-101
Dividend Comparison (2007 - 2026)
URE vs IWFG dividend yield comparison.
| Year | URE | IWFG |
|---|---|---|
| 2026 | 0.29% | 0.00% |
| 2025 | 2.42% | 0.00% |
| 2024 | 2.09% | 5.44% |
| 2023 | 1.32% | 1.01% |
| 2022 | 1.26% | 0.05% |
| 2021 | 0.58% | 0.00% |
| 2020 | 0.94% | 0.00% |
| 2019 | 1.10% | 0.00% |
| 2018 | 1.53% | 0.00% |
| 2017 | 0.93% | 0.00% |
| 2016 | 0.96% | 0.00% |
| 2015 | 0.81% | 0.00% |
| 2014 | 1.24% | 0.00% |
| 2013 | 1.13% | 0.00% |
| 2012 | 0.87% | 0.00% |
| 2011 | 1.17% | 0.00% |
| 2010 | 0.77% | 0.00% |
| 2009 | 1.87% | 0.00% |
| 2008 | 12.39% | 0.00% |
| 2007 | 4.22% | 0.00% |
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