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Upturn AI SWOT - About
iShares U.S. Real Estate ETF (IYR)
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Upturn Advisory Summary
07/08/2025: IYR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 4.95% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/08/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 81.11 - 101.70 | Updated Date 06/29/2025 |
52 Weeks Range 81.11 - 101.70 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares U.S. Real Estate ETF
ETF Overview
Overview
The iShares U.S. Real Estate ETF (IYR) seeks to track the investment results of an index composed of U.S. equities in the real estate sector. It provides exposure to U.S. real estate companies and REITs, offering diversification within the property market. The fund invests in a variety of real estate segments, including residential, commercial, and industrial properties.
Reputation and Reliability
iShares, a brand of BlackRock, is a leading issuer of ETFs with a strong reputation for reliability and a long track record in the market.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs, with a dedicated team focused on investment strategy and portfolio management.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the real estate sector.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the investment results of the Russell 1000 Real Estate RIC 22.5/45 Capped Index, providing exposure to U.S. real estate companies.
Composition The ETF primarily holds stocks of U.S. real estate companies and REITs.
Market Position
Market Share: IYR holds a significant market share within the U.S. real estate ETF sector.
Total Net Assets (AUM): 3980000000
Competitors
Key Competitors
- Real Estate Select Sector SPDR Fund (XLRE)
- Vanguard Real Estate ETF (VNQ)
- Schwab U.S. REIT ETF (SCHH)
Competitive Landscape
The U.S. real estate ETF industry is competitive, with several large players offering similar exposure. IYR's advantages include its established track record and the backing of BlackRock, but its expense ratio is slightly higher than some competitors like VNQ. XLRE has a similar expense ratio but a more concentrated portfolio. VNQ has largest AUM, indicating higher investors preference.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison needs to be retrieved from financial data providers.
Expense Ratio: 0.41
Liquidity
Average Trading Volume
IYR demonstrates adequate liquidity, indicated by a healthy average trading volume.
Bid-Ask Spread
The bid-ask spread for IYR is generally tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth, along with sector-specific factors like occupancy rates and rental yields, impact IYR. Current market conditions and real estate sector growth affect its performance.
Growth Trajectory
The growth trajectory of IYR depends on the overall health of the U.S. real estate market, with changes to strategy and holdings reflecting market trends.
Moat and Competitive Advantages
Competitive Edge
IYR's competitive advantages stem from BlackRock's reputation, its established presence in the market, and its efficient tracking of the underlying index. While the fund doesn't have a uniquely differentiated investment strategy, its size and brand recognition provide a certain advantage. Its broad exposure to U.S. real estate offers diversification, appealing to investors seeking exposure to the sector. BlackRock's expertise in managing ETFs also lends credibility to the fund's management.
Risk Analysis
Volatility
Volatility needs to be retrieved from financial data providers.
Market Risk
IYR is exposed to market risk inherent in the real estate sector, including fluctuations in property values, interest rate sensitivity, and economic downturns.
Investor Profile
Ideal Investor Profile
The ideal investor for IYR is someone seeking exposure to the U.S. real estate market as part of a diversified portfolio. This includes investors who want to generate income from dividends and capital appreciation from real estate holdings.
Market Risk
IYR is suitable for long-term investors seeking passive exposure to the real estate sector. It is also suitable for dividend income seekers.
Summary
IYR is a well-established ETF offering broad exposure to the U.S. real estate market. Backed by BlackRock, it aims to track the performance of the Russell 1000 Real Estate RIC 22.5/45 Capped Index. While it faces competition from other real estate ETFs with slightly lower expense ratios, IYR's size and reputation make it a solid choice for investors looking to diversify their portfolio with real estate holdings. Its performance is tied to the overall health and trends of the U.S. real estate market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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 iShares U.S. Real Estate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to track the investment results of the Dow Jones U.S. Real Estate Capped Index, which measures the performance of the real estate sector of the U.S. equity market, as defined by the index provider. It generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index.
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