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Upturn AI SWOT - About
iREIT - MarketVector Quality REIT Index ETF (IRET)
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Upturn Advisory Summary
08/14/2025: IRET (1-star) is a SELL. SELL since 5 days. Profits (0.05%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -3.24% | Avg. Invested days 36 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 16.49 - 22.37 | Updated Date 06/29/2025 |
52 Weeks Range 16.49 - 22.37 | Updated Date 06/29/2025 |
Upturn AI SWOT
iREIT - MarketVector Quality REIT Index ETF
ETF Overview
Overview
The iREIT - MarketVector Quality REIT Index ETF (Ticker: IQRE) seeks to track the performance of the MarketVector US Listed REITs Quality Index. It focuses on investing in high-quality real estate investment trusts (REITs) based on factors like profitability, stability, and solvency. The ETF provides exposure to a diversified portfolio of US-listed REITs.
Reputation and Reliability
VanEck is a well-established investment management firm known for its expertise in ETFs, particularly in specialized sectors like precious metals and emerging markets.
Management Expertise
VanEck has a dedicated team of portfolio managers and analysts with extensive experience in REITs and the broader real estate market.
Investment Objective
Goal
To replicate as closely as possible, before fees and expenses, the price and yield performance of the MarketVector US Listed REITs Quality Index.
Investment Approach and Strategy
Strategy: The ETF employs a full replication strategy, meaning it invests in all the securities in the underlying index in proportion to their weighting in the index.
Composition The ETF primarily holds common stocks of US-listed REITs across various property sectors, including residential, retail, industrial, and healthcare REITs.
Market Position
Market Share: IQRE holds a moderate market share within the REIT ETF space.
Total Net Assets (AUM): 35659192
Competitors
Key Competitors
- VNQ
- REM
- RWR
- SCHH
Competitive Landscape
The REIT ETF market is dominated by a few large players, with VNQ holding the largest market share. IQRE differentiates itself by focusing on quality REITs, potentially offering a less volatile and more sustainable investment compared to broad-based REIT ETFs. However, its AUM is significantly smaller than its competitors, posing challenges in terms of liquidity and visibility.
Financial Performance
Historical Performance: Historical financial performance data is not provided in this structured format. Please refer to financial resources like Yahoo Finance or Bloomberg.
Benchmark Comparison: Benchmark comparison data is not provided in this structured format. Please refer to financial resources like Yahoo Finance or Bloomberg.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
IQRE's average trading volume reflects moderate liquidity, which can affect the ease of buying and selling shares.
Bid-Ask Spread
IQRE's bid-ask spread is typically tight, indicating relatively low transaction costs for investors.
Market Dynamics
Market Environment Factors
IQRE's performance is influenced by factors such as interest rates, economic growth, and real estate market conditions, which affect REIT profitability and valuations.
Growth Trajectory
IQRE's growth trajectory depends on its ability to attract investors seeking quality REIT exposure and the overall health of the REIT sector.
Moat and Competitive Advantages
Competitive Edge
IQRE's competitive edge lies in its focus on quality REITs, which aims to provide a more stable and sustainable investment in the REIT sector. The fund selects REITs based on profitability, stability, and solvency metrics, potentially leading to better risk-adjusted returns. This quality-focused approach may appeal to investors seeking long-term capital appreciation and income. However, this strategy may also lead to lower yields compared to broader REIT ETFs.
Risk Analysis
Volatility
IQRE's historical volatility should be similar to that of other REIT ETFs, but slightly lower given its quality focus.
Market Risk
The primary market risk is related to the performance of the real estate sector and the sensitivity of REITs to interest rate changes.
Investor Profile
Ideal Investor Profile
IQRE is suitable for investors seeking income and long-term capital appreciation with a preference for higher quality real estate companies.
Market Risk
IQRE is suitable for long-term investors who want exposure to the real estate market through a diversified portfolio of quality REITs.
Summary
iREIT - MarketVector Quality REIT Index ETF (IQRE) seeks to track the MarketVector US Listed REITs Quality Index, focusing on high-quality REITs. It offers exposure to a diversified portfolio of US-listed REITs, aiming for long-term capital appreciation and income. The fund's focus on quality potentially reduces volatility compared to broad-based REIT ETFs. However, IQRE's relatively small AUM and moderate trading volume should be considered by investors, and its expense ratio of 0.35% is competitive within the REIT ETF landscape.
Peer Comparison
Sources and Disclaimers
Data Sources:
- VanEck
- Yahoo Finance
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investors should consult with a qualified financial advisor before making any investment decisions. Market share data is approximate and may vary depending on the source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iREIT - MarketVector Quality REIT Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a rules-based index and construction of the index begins with the selection of investments from an initial universe of U.S.-listed equity REITs that comprise the iREIT® Equity REIT-100 universe. Under normal circumstances, at least 80% of the fund"s net assets, plus borrowings for investment purposes, will be invested in equity securities of REITs.
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