IYR - ETF AI Analysis
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iShares U.S. Real Estate ETF (IYR)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and in recent months, showing positive momentum in U.S. real estate stocks.
Leading Real Estate Companies
Several of the largest holdings, such as Welltower, Prologis, and Equinix, have shown strong year-to-date performance, helping support the fund’s returns.
Focused Exposure to U.S. Real Estate
The fund is heavily invested in U.S. real estate companies, giving investors a targeted way to benefit from this specific part of the market.
Negative Factors
High Sector Concentration
Almost all of the ETF’s assets are in the real estate sector, which means performance is highly sensitive to changes in the property market.
Limited Geographic Diversification
With nearly all holdings in the United States, the fund offers little protection if the U.S. real estate market faces a downturn.
Mixed Performance Among Top Holdings
While many top positions have done well, some key holdings like American Tower and CBRE Group have lagged, which can drag on overall returns.
IYR vs. SPDR S&P 500 ETF (SPY)
AUM4.16B
RegionNorth America
Expense Ratio0.37%
Beta0.48
IssueriShares
Inception DateJun 12, 2000
Dividend Yield2.47%
Asset ClassEquity
Index TrackedDow Jones U.S. Real Estate Capped Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,023,888
30 Day Avg. Volume5,322,721
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
116.01Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering58
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 the U.S. real estate market. It mainly holds real estate investment trusts (REITs) and related companies, including well-known names like Prologis and American Tower. Investors might consider IYR if they want diversification into real estate, potential dividend income, and a way to benefit from trends in property, storage, and data centers without buying buildings directly. A key risk is that it can rise or fall with the real estate market and interest rates, which can be quite volatile.
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 a handful of big REITs are steering the ship. Welltower has been one of the main engines this year, with its senior housing focus helping the fund, while Prologis has cooled off lately and isn’t pulling as much weight despite earlier gains. Data-center names like Equinix and Digital Realty are rising and give the ETF a tech-flavored twist within real estate. On the flip side, American Tower and mall giant Simon Property have shown more mixed, sometimes lagging action, adding a bit of drag to overall performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 10.25% | $415.37M | $166.05B | 36.06% | 77 Outperform | |
| Prologis | 9.37% | $379.66M | $131.71B | 18.20% | 76 Outperform | |
| Equinix | 4.78% | $193.81M | $104.52B | 32.17% | 73 Outperform | |
| Digital Realty | 4.64% | $188.03M | $68.88B | 5.62% | 69 Neutral | |
| Simon Property | 4.59% | $185.90M | $66.64B | 12.10% | 70 Outperform | |
| American Tower | 4.56% | $184.65M | $81.66B | -13.65% | 71 Outperform | |
| Realty Income | 4.13% | $167.39M | $53.49B | -7.32% | 70 Outperform | |
| Public Storage | 3.77% | $152.75M | $54.13B | 1.53% | 73 Outperform | |
| Ventas | 3.51% | $142.20M | $45.54B | 27.35% | 68 Neutral | |
| Vivmark Residential | 3.46% | $140.26M | $48.25B | -4.22% | 70 Outperform |
IYR Technical Analysis
Negative
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Price Trends
102.61
Negative
102.03
Negative
98.94
Negative
Market Momentum
-1.45
Positive
29.05
Positive
8.53
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYR, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 100.03, equal to the 50-day MA of 102.61, and equal to the 200-day MA of 98.94, indicating a bearish trend. The MACD of -1.45 indicates Positive momentum. The RSI at 29.05 is Positive, neither overbought nor oversold. The STOCH value of 8.53 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IYR.
IYR Peer Comparison
Comparison Results
Performance Comparison
IYR
iShares U.S. Real Estate ETF
96.63
2.29
2.43%
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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ICF
iShares Cohen & Steers REIT ETF
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―
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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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