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IYR - ETF AI Analysis
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iShares U.S. Real Estate ETF (IYR)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as Welltower and Prologis, have shown strong year-to-date performance, supporting the ETF's overall returns.
Focused Sector Exposure
The ETF's heavy focus on real estate provides targeted exposure to a sector that can offer steady income and growth potential.
Reasonable Expense Ratio
The fund's expense ratio is relatively low compared to many actively managed funds, helping investors retain more of their returns.
Negative Factors
Over-Concentration in Real Estate
With nearly all assets in the real estate sector, the ETF is highly vulnerable to downturns in this specific industry.
Weak Performance in Some Holdings
Certain holdings, such as Equinix and Digital Realty, have underperformed year-to-date, which could drag on overall fund performance.
Limited Geographic Diversification
The ETF is almost entirely invested in U.S. companies, offering little protection against risks in the domestic market.
IYR vs. SPDR S&P 500 ETF (SPY)
AUM4.38B
RegionNorth America
Expense Ratio0.38%
Beta0.53
IssueriShares
Inception DateJun 12, 2000
Dividend Yield2.39%
Asset ClassEquity
Index TrackedDow Jones U.S. Real Estate Capped Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,673,089
30 Day Avg. Volume6,669,472
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
109.04Price 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 an investment fund that focuses on the U.S. real estate sector, including companies like Welltower and Prologis. It tracks the Dow Jones U.S. Real Estate Index, giving investors exposure to a mix of real estate investment trusts (REITs) and other real estate-related businesses. This ETF is a good option for those looking to diversify their portfolio with real estate, which can provide both growth and income through dividends. However, new investors should be aware that the ETF’s performance is closely tied to the real estate market, which can be affected by economic conditions like interest rates and property demand.
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
The iShares U.S. Real Estate ETF (IYR) is heavily concentrated in the U.S. real estate sector, with REITs like Welltower and Prologis leading the charge. Welltower is rising steadily, benefiting from strong performance in senior housing, while Prologis shows mixed signals, with robust leasing activity but concerns over valuation. On the downside, American Tower and Equinix are lagging, weighed down by bearish momentum and high debt levels. The fund's focus on real estate means it’s sensitive to interest rate changes, but its diversified holdings offer a mix of growth and income opportunities.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 9.39% | $410.53M | $128.16B | 44.62% | 77 Outperform | |
| Prologis | 9.08% | $397.16M | $123.79B | 17.14% | 79 Outperform | |
| Simon Property | 4.50% | $196.71M | $59.42B | 1.35% | 70 Outperform | |
| American Tower | 4.48% | $195.84M | $84.59B | -8.35% | 71 Outperform | |
| Equinix | 4.32% | $188.86M | $73.67B | -22.25% | 73 Outperform | |
| Realty Income | 4.16% | $181.82M | $53.10B | 4.30% | 75 Outperform | |
| Digital Realty | 3.88% | $169.68M | $52.77B | -16.97% | 69 Neutral | |
| CBRE Group | 3.68% | $161.14M | $47.49B | 16.23% | 70 Outperform | |
| Public Storage | 3.42% | $149.60M | $48.25B | -13.43% | 73 Outperform | |
| Crown Castle | 3.12% | $136.47M | $39.61B | -6.33% | 45 Neutral |
IYR Technical Analysis
Neutral
―
Price Trends
95.53
Negative
95.74
Negative
94.50
Positive
Market Momentum
-0.19
Positive
48.74
Neutral
37.45
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYR, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 95.12, equal to the 50-day MA of 95.53, and equal to the 200-day MA of 94.50, indicating a neutral trend. The MACD of -0.19 indicates Positive momentum. The RSI at 48.74 is Neutral, neither overbought nor oversold. The STOCH value of 37.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IYR.
IYR Peer Comparison
Comparison Results
Performance Comparison
IYR
iShares U.S. Real Estate ETF
94.76
-0.31
-0.33%
SCHH
Schwab U.S. REIT ETF
―
―
―
XLRE
Real Estate Select Sector SPDR Fund
―
―
―
USRT
iShares Core U.S. REIT ETF
―
―
―
DFAR
Dimensional US Real Estate ETF
―
―
―
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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