IYR:ARCA-iShares U.S. Real Estate (USD)

ETF | Real Estate | NYSE Arca

Last Closing

USD 101.87

Change

+0.72 (+0.71)%

Market Cap

USD 3.90B

Volume

5.50M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Dow Jones U.S. Real Estate Index. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying fund measures the performance of the real estate sector of the U.S. equity market and may include large-, mid- or small-capitalization companies, and components primarily include real estate investment trusts ("REITs").

Inception Date: 12/06/2000

Primary Benchmark: DJ US Real Estate TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.44%

Management Expense Ratio: 0.42 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
ASA ASA Gold and Precious Metals Ltd 3.78 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Real Estate

Symbol Name Mer Price(Change) Market Cap
VNQ Vanguard Real Estate Index Fun.. 0.12 %

+0.76 (+0.79%)

USD 38.67B
XLRE The Real Estate Select Sector .. 0.13 %

+0.38 (+0.86%)

USD 8.01B
REET iShares Global REIT ETF 0.14 %

+0.05 (+0.19%)

USD 4.07B
USRT iShares Core U.S. REIT ETF 0.08 %

+0.42 (+0.69%)

USD 2.88B
FREL Fidelity® MSCI Real Estate In.. 0.08 %

+0.22 (+0.75%)

USD 1.07B
REZ iShares Residential and Multis.. 0.48 %

+0.81 (+0.92%)

USD 1.04B
SRVR Pacer Benchmark Data & Infrast.. 0.60 %

+0.08 (+0.25%)

USD 0.46B
MORT VanEck Mortgage REIT Income ET.. 0.42 %

+0.03 (+0.25%)

USD 0.31B
INDS Pacer Benchmark Industrial Rea.. 0.60 %

+0.26 (+0.60%)

USD 0.22B
FRI First Trust S&P REIT Index Fun.. 0.50 %

+0.17 (+0.59%)

USD 0.19B

ETFs Containing IYR

RUDC:CA RBC U.S. Dividend Covered.. 3.92 % 0.00 %

N/A

N/A
ACAA:CA Arrow Long/Short Alternat.. 2.68 % 0.00 %

N/A

N/A
XAL:CA 0.00 % 0.73 %

N/A

N/A
XGC:CA Xali Gold Corp 0.00 % 0.74 %

N/A

USD 9.11M

Market Performance

  Market Performance vs. Industry/Classification (Real Estate) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.44% 53% F 60% D-
Dividend Return 1.75% 25% F 34% F
Total Return 13.19% 47% F 57% F
Trailing 12 Months  
Capital Gain 32.82% 69% C- 78% C+
Dividend Return 3.08% 36% F 43% F
Total Return 35.90% 64% D 78% C+
Trailing 5 Years  
Capital Gain 10.50% 64% D 50% F
Dividend Return 9.67% 14% F 33% F
Total Return 20.17% 47% F 44% F
Average Annual (5 Year Horizon)  
Capital Gain 2.24% N/A N/A 46% F
Dividend Return 4.24% N/A N/A 45% F
Total Return 2.00% N/A N/A 45% F
Risk Return Profile  
Volatility (Standard Deviation) 19.36% N/A N/A 53% F
Risk Adjusted Return 21.90% N/A N/A 40% F
Market Capitalization 3.90B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike