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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
Strong Top Holdings
Several key positions, such as Welltower and Prologis, have delivered strong year-to-date performance, supporting the ETF’s overall returns.
Global Diversification
The ETF has exposure to multiple countries, including Japan, Australia, and the UK, reducing reliance on any single market.
Reasonable Expense Ratio
With a 0.3% expense ratio, the ETF is relatively affordable compared to many actively managed funds.
Negative Factors
Sector Concentration
The ETF is heavily concentrated in the real estate sector, which may limit its ability to perform well during downturns in this industry.
Underperforming Holdings
Some top holdings, such as Equinix and Digital Realty, have shown negative year-to-date performance, which could drag on overall returns.
Limited Exposure to Emerging Markets
The ETF primarily focuses on developed markets, with minimal exposure to high-growth emerging economies.
ERET vs. SPDR S&P 500 ETF (SPY)
AUM9.83M
RegionDeveloped Markets
Expense Ratio0.30%
Beta0.55
IssueriShares
Inception DateNov 15, 2022
Dividend Yield4.32%
Asset ClassEquity
Index TrackedFTSE EPRA Nareit Developed Green Target Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,228
30 Day Avg. Volume2,493
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
30.79Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering354
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ERET Summary
The iShares Environmentally Aware Real Estate ETF (ERET) is an investment fund that focuses on real estate companies committed to eco-friendly practices and sustainable development. It follows the FTSE EPRA Nareit Developed Green Target Index, giving exposure to a global mix of environmentally conscious real estate firms. Some well-known companies in this ETF include Prologis and Welltower. Investors might consider ERET for its potential to grow alongside the demand for green buildings and sustainable real estate solutions. However, since it is heavily focused on the real estate sector, its performance can be impacted by changes in the property market or economic conditions.
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
The iShares Environmentally Aware Real Estate ETF (ERET) leans heavily into the real estate sector, with names like Welltower and Ventas providing a lift thanks to their steady growth in senior housing and eco-friendly initiatives. Prologis adds some stability with its strong leasing activity, though concerns about rising debt linger. On the flip side, lagging performance from Equinix and Public Storage, both facing bearish momentum and valuation challenges, has weighed on the fund. With a focus on developed markets and sustainable real estate, ERET offers a niche play, though its reliance on a few key names makes it sensitive to sector-specific headwinds.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 6.51% | $634.62K | $140.42B | 47.23% | 72 Outperform | |
| Prologis | 5.52% | $538.04K | $121.14B | 9.66% | 79 Outperform | |
| Realty Income | 4.74% | $461.86K | $52.18B | -2.18% | 72 Outperform | |
| Equinix | 3.44% | $335.43K | $73.46B | -22.25% | 69 Neutral | |
| Simon Property | 3.17% | $308.88K | $60.44B | 0.75% | 74 Outperform | |
| Public Storage | 2.45% | $238.48K | $47.78B | -22.20% | 68 Neutral | |
| Digital Realty | 2.30% | $224.05K | $54.06B | -18.89% | 70 Outperform | |
| Goodman Group | 1.77% | $172.66K | AU$59.36B | -25.42% | 54 Neutral | |
| Mitsui Fudosan Co | 1.71% | $166.79K | ¥5.00T | 41.55% | 78 Outperform | |
| Ventas | 1.66% | $162.33K | $38.23B | 22.64% | 68 Neutral |
ERET Technical Analysis
Positive
―
Price Trends
27.34
Positive
27.07
Positive
26.38
Positive
Market Momentum
-0.02
Negative
58.52
Neutral
73.47
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 27.20, equal to the 50-day MA of 27.34, and equal to the 200-day MA of 26.38, indicating a bullish trend. The MACD of -0.02 indicates Negative momentum. The RSI at 58.52 is Neutral, neither overbought nor oversold. The STOCH value of 73.47 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
27.61
0.89
3.33%
AGNG
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JEDI
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RITA
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FOWF
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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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