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IYR - ETF AI Analysis
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iShares U.S. Real Estate ETF (IYR)
Rating:69Neutral
Price Target:―
Positive Factors
Large, Established Fund
The ETF manages a sizable pool of assets, suggesting it is widely used and offers good trading liquidity for investors.
Strong Core Real Estate Holdings
Most of the top positions, including major real estate names, have shown generally positive performance this year, supporting the fund’s overall results.
Focused U.S. Exposure
Almost all assets are invested in U.S. companies, giving investors targeted exposure to the U.S. real estate market.
Negative Factors
Sector Concentration Risk
The fund is heavily concentrated in the real estate sector, which can make it more vulnerable if property markets weaken.
Top Holdings Carry Significant Weight
A small group of companies makes up a large share of the portfolio, so poor performance from these names could noticeably hurt returns.
Moderate Expense Ratio
The fund’s expense ratio is not especially low for an ETF, which slightly reduces the net return investors keep over time.
IYR vs. SPDR S&P 500 ETF (SPY)
AUM3.94B
RegionNorth America
Expense Ratio0.38%
Beta0.50
IssueriShares
Inception DateJun 12, 2000
Dividend Yield2.33%
Asset ClassEquity
Index TrackedDow Jones U.S. Real Estate Capped Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,268,805
30 Day Avg. Volume7,174,830
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
108.41Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering61
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IYR Summary
The iShares U.S. Real Estate ETF (IYR) is a fund that follows the Dow Jones U.S. Real Estate Capped Index, giving you broad exposure to U.S. real estate companies, mainly real estate investment trusts (REITs). It holds well-known names like Prologis and Public Storage, which own warehouses, storage facilities, and other properties. Investors might consider IYR for diversification and potential income from dividends, since many real estate companies regularly pay out cash to shareholders. A key risk is that it is heavily focused on real estate, so its value can rise or fall sharply with changes in property prices, interest rates, and the overall economy.
How much will it cost me?The iShares U.S. Real Estate ETF (IYR) has an expense ratio of 0.38%, which means you’ll pay $3.80 per year for every $1,000 invested. This expense ratio is slightly higher than average because it is a sector-focused fund, which typically requires more active management compared to broad market index ETFs.
What would affect this ETF?The iShares U.S. Real Estate ETF (IYR) could benefit from a strong U.S. economy and increasing demand for real estate, especially in sectors like industrial and data centers, which are represented by top holdings like Prologis and Equinix. However, rising interest rates or economic slowdowns could negatively impact real estate values and REIT performance, as higher borrowing costs and reduced consumer spending may pressure the sector. Regulatory changes or shifts in property tax policies could also influence the ETF's future performance.
IYR Top 10 Holdings
IYR is a pure U.S. real estate play, and its story right now is all about a handful of heavyweight REITs doing the heavy lifting. Welltower and Ventas are rising on renewed optimism around senior housing, while Prologis keeps the industrial side humming along. Data-center giants like Equinix and Digital Realty add a tech-flavored twist to the portfolio and have been strong contributors, even if valuations look a bit rich. On the flip side, CBRE has been lagging, slightly trimming the fund’s momentum in an otherwise broadly steady real estate lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 9.72% | $385.81M | $145.54B | 40.12% | 77 Outperform | |
| Prologis | 9.26% | $367.62M | $132.83B | 16.98% | 76 Outperform | |
| Simon Property | 4.52% | $179.45M | $65.17B | 9.74% | 70 Outperform | |
| Realty Income | 4.50% | $178.62M | $59.86B | 15.85% | 70 Outperform | |
| Equinix | 4.41% | $175.08M | $90.81B | 0.92% | 73 Outperform | |
| American Tower | 4.39% | $174.21M | $87.37B | -2.21% | 71 Outperform | |
| Digital Realty | 4.25% | $168.82M | $60.48B | 6.24% | 69 Neutral | |
| Public Storage | 3.61% | $143.34M | $52.48B | 0.27% | 73 Outperform | |
| CBRE Group | 3.23% | $128.25M | $44.87B | 8.27% | 70 Outperform | |
| Ventas | 3.03% | $120.14M | $41.70B | 30.05% | 68 Neutral |
IYR Technical Analysis
Positive
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Price Trends
95.83
Positive
95.35
Positive
94.67
Positive
Market Momentum
1.33
Negative
65.74
Neutral
76.60
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 97.65, equal to the 50-day MA of 95.83, and equal to the 200-day MA of 94.67, indicating a bullish trend. The MACD of 1.33 indicates Negative momentum. The RSI at 65.74 is Neutral, neither overbought nor oversold. The STOCH value of 76.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IYR.
IYR Peer Comparison
Comparison Results
Performance Comparison
IYR
iShares U.S. Real Estate ETF
100.54
6.26
6.64%
SCHH
Schwab U.S. REIT ETF
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―
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XLRE
Real Estate Select Sector SPDR Fund
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―
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USRT
iShares Core U.S. REIT ETF
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―
―
DFAR
Dimensional US Real Estate ETF
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FREL
Fidelity MSCI Real Estate Index ETF
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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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