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IYR
+0.49 · +0.52%
$96.27 · NYSE ARCA

iShares U.S. Real Estate ETF (IYR) ETF Analysis | Real Estate

iShares · United States
AUM:$4.1B
#– of – in 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 5.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.40% — moderate cost. Consider how fees compound over long holding periods.

What is IYR?

The fund seeks to track the investment results of the Dow Jones U. Real Estate Capped Index, which measures the performance of the real estate sector of the U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
IYR returned 5.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.40%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 51.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$4.1B
Expense Ratio0.40%
Dividend Yield2.42%
Holdings61
Inception DateJun 2000
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.17
CategoryReal Estate
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+2.4%
1Y
+8.5%
3Y
+30.0%
5Y
+9.1%
OpenBook InsightIf you had invested £10,000 in IYR 5 years ago, it would have grown to £10,911 — a gain of £911.

Annual Returns

Calendar year performance

IYR delivered positive returns in 4 of the last 5 calendar years.
YearIYR
2026 YTD+10.4%
2025+4.2%
2024+3.5%
2023+11.7%
2022-24.9%
CAGR 4yr-2.5%
4/5 positive yearsAvg return: +1.0%Worst year: -24.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
12.2%
Low
Momentum
-2.0%
30-day change
Support Level
102.57
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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