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ERET
+0.46 · +1.72%
$27.53 · NASDAQ

iShares Environmentally Aware Real Estate ETF (ERET) ETF Analysis | Global Real Estate

iShares · USA
AUM:$10.5M
#– of – in Global Real Estate ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 17.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.30% — competitive for the exposure provided.

What is ERET?

It invests at least 90% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
ERET delivered 17.6% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.30% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 34.3% of the ETF — a moderate level of name concentration.
ETF Information
AUM$10.5M
Expense Ratio0.30%
Dividend Yield3.67%
Holdings208
Inception DateNov 2022
Domicile–
Distribution–
Index–
ProvideriShares
Beta1.07
CategoryGlobal Real Estate
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.4%
1Y
+9.1%
3Y
+29.8%
5Y
+32.8%
OpenBook InsightIf you had invested £10,000 in ERET 5 years ago, it would have grown to £13,282 — a gain of £3,282.

Annual Returns

Calendar year performance

ERET delivered positive returns in 5 of the last 5 calendar years.
YearERET
2026 YTD+8.1%
2025+11.1%
2024+0.7%
2023+10.0%
2022+0.3%
CAGR 4yr+5.4%
5/5 positive yearsAvg return: +6.0%Worst year: +0.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
9.4%
Low
Momentum
-2.3%
30-day change
Support Level
28.92
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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