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

ETF | Real Estate |

Last Closing

USD 97.71

Change

+1.10 (+1.14)%

Market Cap

N/A

Volume

3.86M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-25 )

Largest Industry Peers for Real Estate

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

+1.13 (+1.23%)

USD 35.55B
XLRE The Real Estate Select Sector ..

+0.45 (+1.06%)

USD 7.25B
REET iShares Global REIT ETF

+0.21 (+0.85%)

USD 3.83B
USRT iShares Core U.S. REIT ETF

+0.55 (+0.93%)

USD 2.85B
FREL Fidelity® MSCI Real Estate In..

+0.33 (+1.18%)

USD 1.02B
REZ iShares Residential and Multis..

+1.34 (+1.57%)

USD 0.83B
SRVR Pacer Benchmark Data & Infrast..

+0.17 (+0.55%)

USD 0.41B
MORT VanEck Mortgage REIT Income ET..

+0.12 (+1.05%)

USD 0.31B
FRI First Trust S&P REIT Index Fun..

+0.22 (+0.78%)

USD 0.17B
INDS Pacer Benchmark Industrial Rea..

+0.55 (+1.47%)

USD 0.15B

ETFs Containing IYR

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

+0.01 (+0%)

N/A
ACAA:CA 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
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.00% 71% C- 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.00% 71% C- 75% C
Trailing 12 Months  
Capital Gain 12.37% 88% B+ 69% C-
Dividend Return 1.84% 12% F 31% F
Total Return 14.21% 65% D 67% D+
Trailing 5 Years  
Capital Gain 8.30% 65% D 47% F
Dividend Return 12.38% 18% F 36% F
Total Return 20.68% 41% F 40% F
Average Annual (5 Year Horizon)  
Capital Gain 3.18% 24% F 44% F
Dividend Return 5.20% 18% F 44% F
Total Return 2.02% 18% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 20.20% 53% F 54% F
Risk Adjusted Return 25.73% 24% F 40% F
Market Capitalization N/A 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.