IRET vs IVV
iREIT - MarketVector Quality REIT Index ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IRET | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.03% | |
| AUM | $3M | $907.0B | |
| Dividend Yield | 4.17% | 1.10% | |
| Holdings | 36 | 508 | |
| YTD Return | +14.44% | +12.28% | |
| 1Y Return | +16.78% | +20.94% | |
| 3Y Return (annualized) | - | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 15.9% | 15.1% | |
| Max Drawdown | -24.4% | -56.5% | |
| Fund Family | iREIT | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 5, 2024 | May 15, 2000 |
IRET vs IVV Performance
iREIT - MarketVector Quality REIT Index ETF (IRET) is a ETF from iREIT and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IRET returned +16.78% while IVV returned +20.94%. Year to date, IRET is up 14.44% versus a gain of 12.28% for IVV.
Risk: Volatility and Drawdowns
IRET has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -24.4% for IRET and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IRET charges 0.60% per year while IVV charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, IRET currently yields 4.17% against 1.10% for IVV.
Holdings Overlap
IRET and IVV share 13 holdings out of 524 unique holdings combined, representing a 1.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IRET or IVV?
IRET has an expense ratio of 0.60% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, IRET or IVV?
Over the past year IRET returned +16.78% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IRET annualized +7.00% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, IRET or IVV?
IRET has been the more volatile fund at 15.9% annualized versus 15.1% for IVV. Worst drawdown: IRET -24.4% vs IVV -56.5%.
Should I hold both IRET and IVV?
IRET and IVV have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IRET and IVV?
IRET and IVV share 13 common holdings with a 1.1% weight overlap. Combined, they hold 524 unique securities.
Which pays a higher dividend, IRET or IVV?
IRET yields 4.17% while IVV yields 1.10%, so IRET currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.