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IYRI - ETF AI Analysis

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IYRI

NEOS Real Estate High Income ETF (IYRI)

Rating:70Neutral
Price Target:
IYRI, the NEOS Real Estate High Income ETF, has an overall rating that reflects a generally solid but not flawless portfolio of real estate leaders. Strong holdings like Welltower and Prologis support the fund’s quality through solid financial performance, strategic growth, and positive earnings updates, while some positions such as Digital Realty and Ventas face valuation concerns and cost or margin pressures that slightly weigh on the fund’s appeal. The main risk is its concentration in real estate, where several holdings show signs of potential overvaluation or bearish technical trends, which can increase sensitivity to shifts in property markets and interest rates.
Positive Factors
Strong Recent Performance
The ETF has delivered steady gains so far this year and in recent months, showing positive momentum for investors.
Leading Real Estate Holdings
Several of the largest positions, including major real estate companies, have shown strong performance, helping support the fund’s returns.
Meaningful Fund Size
With a few hundred million dollars in assets, the ETF is large enough to offer stability and tradability for everyday investors.
Negative Factors
High Sector Concentration
Almost all of the fund is invested in real estate, which means performance is heavily tied to the ups and downs of that single sector.
Single-Country Focus
The ETF is concentrated in U.S. assets, offering little geographic diversification if the U.S. real estate market weakens.
Relatively High Expense Ratio
The fund’s ongoing fee is on the higher side for an ETF, which can gradually reduce net returns over time compared with lower-cost options.

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

IYRI Summary

NEOS Real Estate High Income ETF (IYRI) is a fund that focuses on U.S. real estate, mainly through real estate investment trusts (REITs), rather than tracking a specific index. It holds companies that own properties like shopping centers, warehouses, data centers, and healthcare facilities. Well-known holdings include Prologis and Simon Property Group. Investors might consider IYRI if they want regular income from dividends and diversification away from traditional stocks and bonds. However, because it is heavily concentrated in real estate, its value can go up or down with changes in the property market, interest rates, and the overall economy.
How much will it cost me?The NEOS Real Estate High Income ETF (Ticker: IYRI) has an expense ratio of 0.68%, which means you’ll pay $6.80 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on maximizing income through a curated portfolio of real estate investments.
What would affect this ETF?The NEOS Real Estate High Income ETF (IYRI) could benefit from a strong U.S. economy and rising demand for real estate assets, which may drive higher rental income and property values for its holdings like Welltower and Prologis. However, rising interest rates or regulatory changes in the real estate sector could negatively impact REITs and reduce their profitability, potentially affecting the ETF's performance. Investors should also consider the impact of broader economic conditions, such as inflation, on the real estate market.

IYRI Top 10 Holdings

IYRI is firmly planted in U.S. real estate, with performance largely steered by a few heavyweight REITs. Industrial giant Prologis and health-care-focused Welltower have been steady longer-term anchors, even if they’ve cooled a bit recently. On the upside, data-center names like Equinix and Digital Realty, along with storage specialist Public Storage, have been rising and giving the fund some much-needed lift. Meanwhile, American Tower and Realty Income look a bit tired, lagging in the short term and slightly dragging on this otherwise income-heavy, property-focused portfolio.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Welltower11.40%$34.51M$172.98B53.07%
77
Outperform
Prologis9.32%$28.20M$137.76B32.26%
76
Outperform
Simon Property4.78%$14.47M$73.36B36.52%
70
Outperform
Equinix4.55%$13.78M$101.46B30.90%
73
Outperform
Digital Realty4.24%$12.84M$63.81B-0.38%
69
Neutral
Realty Income4.24%$12.84M$60.64B11.55%
70
Outperform
American Tower3.91%$11.85M$77.37B-28.80%
71
Outperform
Public Storage3.61%$10.93M$58.12B9.64%
73
Outperform
Ventas3.25%$9.84M$48.35B45.91%
68
Neutral
CBRE Group2.93%$8.87M$40.14B-6.25%
70
Outperform

IYRI Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
48.72
Positive
100DMA
47.94
Positive
200DMA
47.09
Positive
Market Momentum
MACD
0.37
Negative
RSI
62.55
Neutral
STOCH
32.11
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYRI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 49.43, equal to the 50-day MA of 48.72, and equal to the 200-day MA of 47.09, indicating a bullish trend. The MACD of 0.37 indicates Negative momentum. The RSI at 62.55 is Neutral, neither overbought nor oversold. The STOCH value of 32.11 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IYRI.

IYRI Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$302.16M0.68%
70
Neutral
$719.56M0.65%
73
Outperform
$679.30M0.18%
74
Outperform
$490.63M0.50%
68
Neutral
$373.33M0.51%
65
Neutral
$294.25M0.75%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IYRI
NEOS Real Estate High Income ETF
50.16
5.05
11.19%
GTOP
Goldman Sachs Technology Opportunities ETF
IETC
iShares Evolved US Technology ETF
JPRE
JPMorgan Realty Income ETF
PINK
Simplify Health Care ETF
WELD
Tema U.S. Manufacturing & Reshoring 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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