Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares U.S. Real Estate ETF (IYR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/28/2025: 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 4.49% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
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 primarily invests in real estate investment trusts (REITs) and other real estate operating companies.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has significant expertise in managing various investment strategies, including real estate-focused portfolios.
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 track the investment results of the Dow Jones U.S. Real Estate Index.
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 real estate ETF sector.
Total Net Assets (AUM): 1960000000
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 several large players offering similar exposure. IYR offers focused exposure to the real estate sector, but it tends to have a higher expense ratio than some of its competitors like VNQ. IYR's liquidity is a strong advantage. XLRE offers a more diversified approach, while VNQ is the largest and often most liquid option.
Financial Performance
Historical Performance: Historical performance data is unavailable in this limited context and needs to be referenced from reliable financial data sources.
Benchmark Comparison: Performance should be compared against the Dow Jones U.S. Real Estate Index for an accurate assessment.
Expense Ratio: 0.41
Liquidity
Average Trading Volume
IYR generally has high average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for IYR is typically tight, making it relatively cost-effective to trade.
Market Dynamics
Market Environment Factors
Interest rates, economic growth, and real estate market conditions significantly impact IYR's performance.
Growth Trajectory
IYR's growth is tied to the performance of the U.S. real estate sector and the overall economy.
Moat and Competitive Advantages
Competitive Edge
IYR benefits from BlackRock's strong brand and distribution network. Its large AUM allows for efficient trading and tight tracking of its underlying index. It provides focused exposure to the U.S. real estate sector with deep liquidity. These factors contribute to its competitiveness. However, other ETF's such as VNQ may be more advantageous due to their lower expense ratio.
Risk Analysis
Volatility
IYR's volatility is generally moderate to high, reflecting the cyclical nature of the real estate sector.
Market Risk
IYR is subject to market risk, interest rate risk, and risks specific to the real estate sector, such as property values and occupancy rates.
Investor Profile
Ideal Investor Profile
IYR is suitable for investors seeking exposure to the U.S. real estate sector for diversification or income generation.
Market Risk
IYR is suitable for long-term investors who understand the risks and potential rewards of investing in real estate.
Summary
The iShares U.S. Real Estate ETF (IYR) offers exposure to the U.S. real estate sector, primarily through REITs. It's managed by BlackRock, a reputable asset manager, and tracks the Dow Jones U.S. Real Estate Index. IYR offers good liquidity and is a viable choice for long-term investors seeking real estate exposure. However, investors should be aware of the expense ratio and risks associated with the real estate market, and should compare it with other alternatives.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change over time. Consult with a financial advisor before making 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.