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Upturn AI SWOT - About
iShares U.S. Real Estate ETF (IYR)
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Upturn Advisory Summary
10/24/2025: IYR (1-star) is currently NOT-A-BUY. Pass it for now.
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 0.89% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 a targeted investment in the real estate market.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive track record in the ETF market, known for its reliable iShares ETF offerings.
Management Expertise
BlackRock's management team has deep expertise in managing ETFs and real estate investments, ensuring efficient tracking of the underlying index.
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 performance of the Russell 1000 Real Estate RIC 22.5/45 Capped Index by investing in a representative sample of stocks included in the index.
Composition The ETF primarily holds stocks of U.S. real estate companies and REITs (Real Estate Investment Trusts).
Market Position
Market Share: IYR holds a significant market share within the U.S. real estate ETF category.
Total Net Assets (AUM): 3850000000
Competitors
Key Competitors
- Vanguard Real Estate ETF (VNQ)
- Real Estate Select Sector SPDR Fund (XLRE)
- Schwab U.S. REIT ETF (SCHH)
Competitive Landscape
The real estate ETF market is competitive, with IYR, VNQ, XLRE and SCHH as the leading players. IYR offers similar exposure to the U.S. real estate sector but may have differing expense ratios and index tracking methodologies. VNQ tends to have a broader exposure, XLRE a more narrow sector focus, and SCHH, is typically the least expensive option.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers and cannot be predicted.
Benchmark Comparison: Benchmark comparison needs to be sourced from financial data providers and compared against the Russell 1000 Real Estate RIC 22.5/45 Capped Index.
Expense Ratio: 0.41
Liquidity
Average Trading Volume
IYR generally exhibits high liquidity, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for IYR is typically tight, reflecting its high trading volume and liquidity.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and housing market trends significantly influence IYR's performance.
Growth Trajectory
IYR's growth is closely tied to the performance of the U.S. real estate sector, with adjustments in holdings reflecting changes in the underlying index.
Moat and Competitive Advantages
Competitive Edge
IYR benefits from BlackRock's established brand and wide distribution network, providing investors with a trusted and easily accessible real estate ETF. Its focus on the U.S. real estate sector offers targeted exposure, and its high liquidity allows for efficient trading. However, its expense ratio may be slightly higher than some competitors. BlackRock's expertise in ETF management ensures reliable index tracking.
Risk Analysis
Volatility
IYR's volatility is tied to the real estate market, which can be sensitive to economic cycles and interest rate changes.
Market Risk
Specific risks include interest rate risk, property market fluctuations, and REIT-specific risks related to management and financial leverage.
Investor Profile
Ideal Investor Profile
IYR is suitable for investors seeking targeted exposure to the U.S. real estate sector, including those looking to diversify their portfolio with real estate assets.
Market Risk
IYR is appropriate for long-term investors seeking income and capital appreciation, as well as active traders looking to capitalize on short-term market movements in the real estate sector.
Summary
The iShares U.S. Real Estate ETF (IYR) offers targeted exposure to U.S. real estate companies and REITs, providing investors with a convenient way to participate in the real estate market. Managed by BlackRock, IYR benefits from a strong issuer and reliable index tracking, offering high liquidity and efficient trading. However, investors should be aware of the inherent risks associated with real estate investments, including interest rate sensitivity and market fluctuations. Overall, IYR is a suitable option for investors seeking diversification and income from the U.S. real estate sector, but it is important to consider the expense ratio of the fund compared to its competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Financial data providers
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.