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IFGL - ETF AI Analysis

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IFGL

iShares International Developed Real Estate ETF (IFGL)

Rating:60Neutral
Price Target:
IFGL, the iShares International Developed Real Estate ETF, has a solid but not top-tier rating, driven by several strong real estate companies across Japan, Hong Kong, the UK, and Australia. High-quality holdings like Mitsui Fudosan, Segro, Sun Hung Kai Properties, Sumitomo Realty, and Scentre Group support the fund with robust financial performance, positive momentum, and generally reasonable valuations, while weaker names such as Vonovia and some holdings with bearish technical trends and high leverage slightly drag on the overall quality. The main risk is the fund’s concentration in the international real estate sector, which makes it sensitive to property market cycles, interest rates, and regional economic conditions.
Positive Factors
Global Real Estate Exposure
The fund invests in developed-market real estate across many countries, giving investors broad international property exposure instead of relying on a single region.
Country Diversification
Holdings are spread across several major markets like Japan, Australia, the UK, Singapore, and others, which helps reduce the impact if one country’s real estate market struggles.
Mix of Strong and Steady Top Holdings
Several of the largest positions have shown strong or steady performance, helping support the ETF’s overall results despite some weaker names.
Negative Factors
Sector Concentration in Real Estate
Most of the portfolio is tied to the real estate sector, so the fund can be highly sensitive to property market cycles, interest rates, and economic slowdowns.
Notable Weakness in Some Key Holdings
A few of the top positions have been weak or lagging this year, which can drag on the fund’s performance if those stocks do not recover.
Moderate Expense Ratio
The fund’s fees are not extremely high but are meaningfully above the cheapest index ETFs, which slightly reduces the net return investors take home over time.

IFGL vs. SPDR S&P 500 ETF (SPY)

IFGL Summary

The iShares International Developed Real Estate ETF (IFGL) tracks the FTSE EPRA Nareit Developed ex US Index, giving you exposure to real estate companies in developed countries outside the U.S., such as Japan, Australia, and the UK. It holds well-known property groups like Goodman Group and Mitsubishi Estate Company, which own and manage offices, warehouses, malls, and other buildings. Investors might consider IFGL to diversify their portfolio with global real estate and potentially earn income from rents and property growth. A key risk is that real estate values and this ETF’s price can go up and down with global property markets and interest rates.
How much will it cost me?The iShares International Developed Real Estate ETF (IFGL) has an expense ratio of 0.48%, meaning you’ll pay $4.80 per year for every $1,000 invested. This expense ratio is slightly higher than average for ETFs because it is passively managed but focuses on a niche sector—international real estate—which requires specialized tracking and exposure to diverse markets.
What would affect this ETF?The iShares International Developed Real Estate ETF (IFGL) could benefit from global urbanization trends and infrastructure development in developed markets outside the U.S., as well as potential growth in demand for commercial and residential properties. However, it may face challenges from rising interest rates, which can increase borrowing costs for real estate companies, and economic slowdowns in key regions like Japan, Germany, and Hong Kong, where its top holdings are concentrated.

IFGL Top 10 Holdings

IFGL is essentially a bet on international real estate, with a heavy tilt toward developed markets in Asia and Europe rather than the U.S. Segro in the U.K. and Hong Kong names like Sun Hung Kai and Link REIT have been rising, giving the fund some welcome lift. On the other side, big players such as Goodman Group, Vonovia, and several Japanese developers are lagging, acting like a weight on the portfolio. Overall, it’s a sector‑concentrated, globally spread real estate play where a handful of property giants set the tone.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Goodman Group5.95%$4.85MAU$61.24B-6.96%
54
Neutral
Mitsubishi Estate Company3.58%$2.92M¥4.56T12.91%
71
Outperform
Mitsui Fudosan Co3.33%$2.72M¥4.13T-13.54%
78
Outperform
Sun Hung Kai Properties2.67%$2.18MHK$334.40B29.56%
74
Outperform
Vonovia2.49%$2.03M€18.50B-26.42%
56
Neutral
Segro plc (REIT)2.43%$1.98M£12.98B49.37%
75
Outperform
Scentre Group2.06%$1.68MAU$20.76B11.78%
70
Outperform
Unibail Rodamco Westfield2.06%$1.68M€15.07B16.54%
62
Neutral
Sumitomo Realty & Development Co1.96%$1.60M¥3.23T6.76%
76
Outperform
Link Real Estate Investment1.83%$1.49MHK$102.08B-14.33%
55
Neutral

IFGL Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
22.57
Positive
100DMA
22.75
Positive
200DMA
22.89
Negative
Market Momentum
MACD
0.07
Positive
RSI
49.76
Neutral
STOCH
54.64
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IFGL, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 22.92, equal to the 50-day MA of 22.57, and equal to the 200-day MA of 22.89, indicating a neutral trend. The MACD of 0.07 indicates Positive momentum. The RSI at 49.76 is Neutral, neither overbought nor oversold. The STOCH value of 54.64 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IFGL.

IFGL Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$82.12M0.48%
60
Neutral
$340.49M0.12%
65
Neutral
$290.92M0.22%
65
Neutral
$82.64M0.12%
67
Neutral
$14.12M0.30%
66
Neutral
$8.69M0.50%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IFGL
iShares International Developed Real Estate ETF
22.82
0.66
2.98%
PABD
iShares Paris-Aligned Climate MSCI World ex USA ETF
LCTD
BlackRock World ex U.S. Carbon Transition Readiness ETF
FEDM
FlexShares ESG & Climate Developed Markets ex-US Core Index Fund ETF
ERET
iShares Environmentally Aware Real Estate ETF
RITA
ETFB Green SRI REITs ETF
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.
DisclaimerThis 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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