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

ETF | Real Estate |

Last Closing

USD 93.37

Change

+0.62 (+0.67)%

Market Cap

N/A

Volume

3.69M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-29 )

Largest Industry Peers for Real Estate

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

+0.47 (+0.54%)

USD 31.72B
XLRE The Real Estate Select Sector ..

+0.33 (+0.81%)

USD 7.07B
REET iShares Global REIT ETF

-0.04 (-0.17%)

USD 3.75B
USRT iShares Core U.S. REIT ETF

-0.19 (-0.34%)

USD 2.67B
FREL Fidelity® MSCI Real Estate In..

+0.13 (+0.49%)

USD 1.02B
REZ iShares Residential and Multis..

-0.11 (-0.13%)

USD 0.78B
SRVR Pacer Benchmark Data & Infrast..

+0.53 (+1.78%)

USD 0.37B
MORT VanEck Mortgage REIT Income ET..

+0.08 (+0.78%)

USD 0.26B
FRI First Trust S&P REIT Index Fun..

-0.08 (-0.30%)

USD 0.14B
INDS Pacer Benchmark Industrial Rea..

-0.08 (-0.24%)

USD 0.13B

ETFs Containing IYR

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

+0.02 (+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 %

-0.01 (0%)

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 0.33% 71% C- 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.33% 71% C- 64% D
Trailing 12 Months  
Capital Gain 13.04% 82% B 79% B-
Dividend Return 1.52% 18% F 30% F
Total Return 14.56% 76% C+ 77% C+
Trailing 5 Years  
Capital Gain 22.77% 76% C+ 46% F
Dividend Return 13.90% 12% F 37% F
Total Return 36.68% 47% F 41% F
Average Annual (5 Year Horizon)  
Capital Gain 2.47% 29% F 46% F
Dividend Return 4.45% 24% F 44% F
Total Return 1.98% 12% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 19.36% 47% F 53% F
Risk Adjusted Return 23.01% 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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.