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ERET - ETF AI Analysis
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iShares Environmentally Aware Real Estate ETF (ERET)
Rating:66Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown positive results so far this year and over the past month, indicating improving momentum despite a recent three‑month dip.
Strong Top Holdings
Several of the largest positions, including major U.S. and Japanese real estate companies, have delivered strong gains that support the fund’s overall performance.
Global Real Estate Exposure
Holdings spread across the U.S., Japan, Europe, and Asia-Pacific provide geographic diversification within the real estate sector.
Negative Factors
Sector Concentration Risk
With almost all assets in real estate, the fund is highly sensitive to downturns in the property market and interest rate changes.
Small Fund Size
The relatively low assets under management may lead to less trading liquidity and potentially wider bid‑ask spreads for investors.
Moderate Expense Ratio
The fund’s fees are not especially low for an ETF, which can slightly reduce long‑term returns compared with cheaper alternatives.
ERET vs. SPDR S&P 500 ETF (SPY)
AUM10.51M
RegionDeveloped Markets
Expense Ratio0.30%
Beta0.52
IssueriShares
Inception DateNov 15, 2022
Dividend Yield3.49%
Asset ClassEquity
Index TrackedFTSE EPRA Nareit Developed Green Target Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,001
30 Day Avg. Volume1,523
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
31.22Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering330
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ERET Summary
The iShares Environmentally Aware Real Estate ETF (ERET) tracks the FTSE EPRA Nareit Developed Green Target Index, focusing on real estate companies that aim to be more energy efficient and environmentally friendly. It holds property owners and developers around the world, with a big share in the U.S., including well-known names like Prologis and Realty Income. Someone might invest in ERET to get diversified exposure to global real estate while supporting greener buildings and long-term growth. A key risk is that real estate stocks can be sensitive to interest rates and property market downturns, so the price can move up and down significantly.
How much will it cost me?The iShares Environmentally Aware Real Estate ETF (ERET) has an expense ratio of 0.3%, meaning you’ll pay $3 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is a sector-focused fund that requires more active management to target environmentally conscious real estate companies. It balances sustainability with financial growth potential.
What would affect this ETF?The iShares Environmentally Aware Real Estate ETF (ERET) could benefit from growing demand for sustainable real estate and eco-friendly practices, especially as governments and businesses prioritize green initiatives. However, it may face challenges from rising interest rates, which can negatively impact real estate valuations, and economic slowdowns in developed markets that could reduce demand for commercial and residential properties. Its heavy reliance on the real estate sector makes it sensitive to changes in property market conditions and regulatory shifts affecting sustainability standards.
ERET Top 10 Holdings
ERET is a pure play on developed-market real estate, and its story right now is mostly upbeat. U.S. names like Welltower and Prologis are doing the heavy lifting, with rising prices as demand for senior housing and logistics space stays strong. Realty Income and Public Storage are also pulling their weight, keeping returns steady despite some market jitters. On the global side, Mitsubishi Estate is a standout riser, while Mitsui Fudosan looks more mixed, adding a touch of volatility to an otherwise steadily climbing, sustainability-tilted property portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 6.12% | $643.31K | $145.54B | 39.10% | 77 Outperform | |
| Prologis | 5.65% | $593.92K | $132.83B | 16.57% | 76 Outperform | |
| Realty Income | 5.06% | $531.50K | $59.86B | 16.35% | 70 Outperform | |
| Equinix | 3.85% | $404.66K | $90.81B | 4.03% | 73 Outperform | |
| Simon Property | 3.20% | $336.64K | $65.17B | 8.35% | 70 Outperform | |
| Public Storage | 2.53% | $265.65K | $52.48B | 0.63% | 73 Outperform | |
| Digital Realty | 2.32% | $243.84K | $60.48B | 10.27% | 69 Neutral | |
| Mitsubishi Estate Company | 2.06% | $216.88K | ¥5.81T | 120.55% | 71 Outperform | |
| Mitsui Fudosan Co | 1.87% | $196.66K | ¥5.70T | 45.63% | 78 Outperform | |
| Goodman Group | 1.84% | $193.04K | AU$63.49B | 4.24% | 54 Neutral |
ERET Technical Analysis
Positive
―
Price Trends
27.53
Positive
27.09
Positive
26.52
Positive
Market Momentum
0.55
Negative
73.61
Negative
68.27
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ERET, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.43, equal to the 50-day MA of 27.53, and equal to the 200-day MA of 26.52, indicating a bullish trend. The MACD of 0.55 indicates Negative momentum. The RSI at 73.61 is Negative, neither overbought nor oversold. The STOCH value of 68.27 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ERET.
ERET Peer Comparison
Comparison Results
Performance Comparison
ERET
iShares Environmentally Aware Real Estate ETF
29.37
4.36
17.43%
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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