IYR - ETF AI Analysis
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iShares U.S. Real Estate ETF (IYR)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Fund Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum in its portfolio.
Leading Real Estate Holdings
Several of the largest positions, including major data center and healthcare real estate companies, have delivered strong returns, helping drive the fund’s overall performance.
Large, Established Fund
With several billion dollars in assets, the ETF is a sizable, well-established option in the U.S. real estate space, which can support good trading liquidity.
Negative Factors
High Sector Concentration
Almost all of the fund is invested in real estate, so it is heavily exposed to downturns in that single sector.
Limited Geographic Diversification
The ETF is almost entirely focused on U.S. companies, offering little protection if the U.S. real estate market weakens.
Mixed Performance Among Top Holdings
While many top positions are performing well, a few larger holdings have been weak, which can hold back overall returns.
IYR vs. SPDR S&P 500 ETF (SPY)
AUM4.18B
RegionNorth America
Expense Ratio0.38%
Beta0.53
IssueriShares
Inception DateJun 12, 2000
Dividend Yield2.19%
Asset ClassEquity
Index TrackedDow Jones U.S. Real Estate Capped Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,328,427
30 Day Avg. Volume7,699,625
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
114.27Price 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) 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 Simon Property, which own warehouses, shopping centers, 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. However, this ETF can be sensitive to changes in interest rates and the real estate market, so its value can go up and down over time.
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 few heavyweight REITs setting the tone. Healthcare-focused Welltower and logistics giant Prologis are doing the heavy lifting, with steady-to-rising performance that helps anchor the fund. Data-center names Equinix and Digital Realty have been standouts, giving the portfolio a tech-flavored boost within real estate. On the flip side, American Tower has been losing a bit of altitude, and CBRE’s mixed results have kept it from fully joining the rally. Overall, the ETF is concentrated in large, U.S.-listed REIT leaders across specialized property niches.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 9.97% | $401.79M | $146.25B | 40.89% | 77 Outperform | |
| Prologis | 9.16% | $369.29M | $135.56B | 35.52% | 76 Outperform | |
| Equinix | 4.91% | $197.92M | $109.35B | 29.02% | 73 Outperform | |
| Digital Realty | 4.75% | $191.59M | $68.72B | 22.44% | 69 Neutral | |
| Simon Property | 4.66% | $187.72M | $65.35B | 26.99% | 70 Outperform | |
| Realty Income | 4.25% | $171.43M | $59.05B | 9.63% | 70 Outperform | |
| American Tower | 4.20% | $169.48M | $83.11B | -17.04% | 71 Outperform | |
| Public Storage | 3.62% | $145.80M | $54.12B | 4.58% | 73 Outperform | |
| CBRE Group | 3.18% | $128.38M | $43.42B | 20.48% | 70 Outperform | |
| Ventas | 3.02% | $121.56M | $40.71B | 23.65% | 68 Neutral |
IYR Technical Analysis
Positive
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Price Trends
98.67
Positive
97.04
Positive
95.87
Positive
Market Momentum
1.27
Negative
61.79
Neutral
56.66
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 100.52, equal to the 50-day MA of 98.67, and equal to the 200-day MA of 95.87, indicating a bullish trend. The MACD of 1.27 indicates Negative momentum. The RSI at 61.79 is Neutral, neither overbought nor oversold. The STOCH value of 56.66 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
101.63
9.65
10.49%
SCHH
Schwab U.S. REIT ETF
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XLRE
Real Estate Select Sector SPDR Fund
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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.
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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