IYR vs SOXS

iShares US Real Estate ETF vs Direxion Daily Semiconductor Bear 3X ETF

Quick take
  • IYR has the lower expense ratio at 0.38% vs 1.00% for SOXS.
  • SOXS pays a higher dividend yield (25.18%).

Side-by-side metrics

MetricIYRSOXS
Expense ratio
Annual fee. Lower is better.
0.38%1.00%
Dividend yield
Trailing 12-month yield.
2.19%25.18%
AUM
Assets under management — bigger funds are typically more liquid.
$4.09B$1.78B
YTD return
10.31%-84.21%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.07-4.35
P/E ratio
28.72
Last price
$102.56$10.60
Inception
Issuer
iSharesDirexion

IYR top holdings

Top holdings · IYR
WELLWelltower Inc10.14%
PLDPrologis Inc9.14%
EQIXEquinix Inc4.80%
DLRDigital Realty Trust Inc4.78%
SPGSimon Property Group Inc4.63%
AMTAmerican Tower Corp4.31%
ORealty Income Corp4.28%
PSAPublic Storage3.52%
VTRVentas Inc3.08%
CBRECBRE Group Inc Class A3.06%
Sector breakdown · IYR
Real Estate99.3%
Communication Services0.7%

SOXS top holdings

Holdings data unavailable for SOXS.

About IYR

IYR (iShares US Real Estate ETF) is US real estate companies and REITs. Managed by iShares, the fund carries $4.1B in assets under management, an expense ratio of 0.38%, a dividend yield of 2.19%. Its largest holding is Welltower Inc (WELL), which represents 10.1% of the portfolio. Real Estate is the fund's largest sector exposure at 99.3%.

About SOXS

SOXS (Direxion Daily Semiconductor Bear 3X ETF) is 3x inverse daily performance of semiconductor stocks. Managed by Direxion, the fund carries $1.8B in assets under management, an expense ratio of 1.00%, a dividend yield of 25.18%.