iShares U.S. Real Estate ETF
IYR - ETF AI Analysis
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iShares U.S. Real Estate ETF (IYR)
IYR, the iShares U.S. Real Estate ETF, earns a solid overall rating thanks to large positions in strong real estate leaders like Welltower and Prologis, which benefit from robust financial performance and clear growth strategies. However, several key holdings such as Equinix, Realty Income, and Public Storage show bearish technical trends or potential overvaluation, which tempers the fund’s appeal. The main risk is its concentrated exposure to the U.S. real estate sector, meaning performance is closely tied to property market and interest rate conditions.
IYR vs. SPDR S&P 500 ETF (SPY)
- AUM
- 3.90B
- Region
- North America
- Expense Ratio
- 0.37%
- Beta
- 0.43
- Issuer
- iShares
- Inception Date
- Jun 12, 2000
- Dividend Yield
- 2.34%
- Asset Class
- Equity
- Index Tracked
- Dow Jones U.S. Real Estate Capped Index
IYR Summary
IYR is the iShares U.S. Real Estate ETF, which follows the Dow Jones U.S. Real Estate Capped Index. It invests mainly in U.S. real estate companies, especially real estate investment trusts (REITs) that own properties like shopping centers, warehouses, data centers, and apartments. Well-known holdings include Prologis and American Tower. Someone might invest in IYR to get broad exposure to the real estate market in one fund, with the potential for both growth and regular dividend income. A key risk is that real estate stocks can go up and down with interest rates and the overall market.
How much will it cost me?
This ETF has an expense ratio of 0.37%, which means you’ll pay about $3.70 per year for every $1,000 you invest. That’s a bit higher than the cheapest broad-market index ETFs, but it’s still reasonable for a sector-focused, passively managed real estate fund that tracks a specialized index.
What would affect this ETF?
Future returns for IYR will be heavily influenced by U.S. interest rates and the health of the broader economy, since its real estate focus and large positions in REITs like Welltower, Prologis, and American Tower tend to benefit from stable borrowing costs, steady demand for properties, and growing rents. On the downside, rising rates, weaker consumer spending, or regulatory changes affecting real estate and property taxes could pressure valuations and reduce income for its holdings, including retail, data center, and healthcare-related real estate companies.
IYR Top 10 Holdings
IYR is essentially a pure play on U.S. real estate, with a heavy tilt toward big REITs that own everything from warehouses to data centers and malls. Welltower and Ventas, both focused on senior housing and healthcare properties, have been more mixed lately, with Ventas clearly lagging and acting as a small brake on returns. Prologis, a giant in logistics real estate, has also been soft, weighing on near-term performance. In contrast, American Tower and Equinix, tied to digital infrastructure, have been rising and helping offset weakness in more traditional property names.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 WELL | Welltower | 10.24% | $399.77M | $181.46B | 27.81% | 77Outperform |
 PLD | Prologis | 8.58% | $334.80M | $126.07B | 2.97% | 76Outperform |
 AMT | American Tower | 4.93% | $192.34M | $88.23B | 3.51% | 71Outperform |
 SPG | Simon Property | 4.99% | $194.75M | $75.96B | 27.09% | 70Outperform |
 EQIX | Equinix | 4.73% | $184.43M | $105.73B | 31.91% | 73Outperform |
 PSA | Public Storage | 4.21% | $164.26M | $62.73B | 21.14% | 73Outperform |
 DLR | Digital Realty | 4.48% | $174.96M | $68.53B | 11.94% | 69Neutral |
 O | Realty Income | 4.21% | $164.33M | $56.65B | 4.09% | 70Outperform |
 VMRK | Vivmark Residential | 3.45% | $134.83M | $50.01B | 7.23% | 70Outperform |
 VTR | Ventas | 3.45% | $134.77M | $48.85B | 16.58% | 68Neutral |
IYR Technical Analysis
Price Trends
Market Momentum
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 102.13 is above the 20-day moving average (MA) of 99.72, above the 50-day MA of 98.45, and above the 200-day MA of 99.74, indicating a bullish trend. The MACD of 1.44 indicates Negative momentum. The RSI at 62.27 is Neutral, neither overbought nor oversold. The STOCH value of 73.31 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IYR | $102.13 | $109.00(6.73% Upside) | $3.90B | 0.37% | 70Neutral |
 XLRE | $44.36 | $49.97(12.64% Upside) | $8.43B | 0.08% | 69Neutral |
 USRT | $65.63 | $73.26(11.63% Upside) | $4.30B | 0.08% | 69Neutral |
 ICF | $68.48 | $76.16(11.22% Upside) | $2.05B | 0.32% | 70Neutral |
 DFAR | $26.10 | $28.90(10.72% Upside) | $1.82B | 0.19% | 69Neutral |
 FREL | $29.27 | $32.95(12.58% Upside) | $1.44B | 0.08% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IYR | iShares U.S. Real Estate ETF | 102.13 | 9.52 | 10.28% | |
| XLRE | Real Estate Select Sector SPDR Fund | 44.36 | 4.81 | 12.15% | |
| USRT | iShares Core U.S. REIT ETF | 65.63 | 9.43 | 16.77% | |
| ICF | iShares Cohen & Steers REIT ETF | 68.48 | 9.41 | 15.93% | |
| DFAR | Dimensional US Real Estate ETF | 26.10 | 3.49 | 15.45% | |
| FREL | Fidelity MSCI Real Estate Index ETF | 29.27 | 2.98 | 11.32% |
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.