iShares U.S. Real Estate ETF IYR
About this Fund
The fund seeks to track the investment results of the Dow Jones U.S. Real Estate Capped Index, which measures the performance of the real estate sector of the U.S. equity market, as defined by the "index provider". It generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index.
Investment Strategy & Highlights
- Theme: Tracks US REITs.
- Category: Real Estate · managed by iShares.
- Diversification: 10 top holdings reported; the top 10 positions account for 51.7% of the portfolio.
- Largest position: Welltower Inc (WELL) at 10.14%.
- Top sector: Realestate at 99.3% of holdings.
- Geographic exposure: United States (51.7%) .
- Cost: Expense ratio of 0.38% — low for this category.
- Income: Distributes a yield of approximately 2.19%.
- Track record: 3Y avg +10.05% · 5Y avg +2.85% per year.
- Trading: Listed on PCX, denominated in USD.
Curated from issuer disclosures, fund factsheets, and public market data. Figures are illustrative and not investment advice.
Key Facts
Performance Returns
Total price return over each window. 3Y/5Y use weekly close history; shorter windows use daily closes.
Risk & Volatility
Volatility = stdev of daily returns × √252. Sharpe-like = annualized mean / annualized vol (rf = 0%). Educational estimates from 1-year price history.
Technical Trend
Signal: Bullish (price > SMA50 > SMA200)
Computed from daily close history. SMA-50 above SMA-200 is the classic “golden cross” trend regime. RSI > 70 overbought · RSI < 30 oversold.
PROS
- Low expense ratio (0.38%).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from fund metrics.
Price Chart
Top Holdings (10)
| # | Symbol / CUSIP | Name | Weight % |
|---|---|---|---|
| 1 | WELL | Welltower Inc | +10.14% |
| 2 | PLD | Prologis Inc | +9.14% |
| 3 | EQIX | Equinix Inc | +4.80% |
| 4 | DLR | Digital Realty Trust Inc | +4.78% |
| 5 | SPG | Simon Property Group Inc | +4.63% |
| 6 | AMT | American Tower Corp | +4.31% |
| 7 | O | Realty Income Corp | +4.28% |
| 8 | PSA | Public Storage | +3.52% |
| 9 | VTR | Ventas Inc | +3.08% |
| 10 | CBRE | CBRE Group Inc Class A | +3.06% |
Top holdings as reported by the fund issuer; full list of constituents may not be available.
Sector Allocation
Latest News
Recent headlines for IYR