IYR iShares U.S. Real Estate ETF

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  • IYR
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  • Real Estate
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IYR - Profile

Vitals

Investment Themes

Alternative ETFs in the Real Estate Category

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Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Cheapest
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

Description

The index measures the performance of the real estate industry of the U.S. equity market.

Realtime Rating

IYR - Realtime Rating

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Realtime Rating Summary

IYR is a passive ETF that seeks to replicate Dow Jones U.S. Real Estate Index. The index measures the performance of the real estate industry of the U.S. equity market.

The adjacent table gives investors an individual Realtime Rating for IYR on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Real Estate with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

IYR Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity A+ n/a
Expenses B n/a
Performance
Volatility
Dividend
Concentration

Knowledge Center

Sector ETFs

Alternative ETFs

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Emerging Market ETFs

IYR In-Depth Analysis

The following tables and charts contain in-depth metrics for IYR and compare it to similar peer ETFs within its ETFdb Category.

Holdings

IYR - Holdings

Filings Data as of: Jul 05, 2015
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Concentration Analysis

This section compares how balanced and deep IYR is relative to the peer group ETFdb Category.

Number of Holdings
IYR Rank:
IYR 116
Category Low
Category High
% Assets in Top 10
IYR Rank:
IYR 34.29%
Category Low
Category High

IYR Asset Allocation

Asset Percentage
U.S. Stocks 99.67%
International Stocks 0.0%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.0%
Convertibles 0.0%
Cash 0.33%
Other 0.0%

IYR Sector Breakdown

Sector Percentage
Real Estate 89.91%
Communication Services 3.4%
Basic Materials 3.36%
Technology 1.82%
Industrials 0.73%
Consumer Cyclical 0.44%
Financial Services 0.0%
Consumer Defensive 0.0%
Energy 0.0%
Health Care 0.0%
Utilities 0.0%

IYR Market Cap Breakdown

Market Cap Percentage
Giant 0.0%
Large 40.52%
Medium 43.86%
Small 15.0%
Micro 0.28%

IYR Region Breakdown

Region Percentage
U.S. 99.67%
Middle East 0.0%
Australia 0.0%
Japan 0.0%
Asia (Developed) 0.0%
Africa 0.0%
Europe 0.0%
Latin America 0.0%
Canada 0.0%
Asia (Emerging) 0.0%

IYR Market Tier Breakdown

Region Percentage
Developed 99.67%
Emerging 0.0%

IYR Country Breakdown

Country Percentage
United States 99.67%
Other 0.33%
Expense

IYR - Expenses & Fees

This section compares the cost efficiency of IYR to peers in the same ETFdb Category.

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Expenses Ratio Analysis

Expense Ratio
IYR Rank:
IYR 0.43%
Category Low
Category High

Commission Free Trading in IYR

IYR is currently available for commission free trading on the following platforms: (Fidelity)

Category Commission Free Trading

There are 5 other ETFs in the Real Estate ETFdb Category that are also eligible for commission free trading:

Performance

IYR - Performance

This section shows how IYR has performed relative to its peer group ETFdb Category.

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1 Week Return
IYR Rank:
IYR 1.47%
Category Low
Category High
4 Week Return
IYR Rank:
IYR 3.18%
Category Low
Category High
13 Week Return
IYR Rank:
IYR -0.30%
Category Low
Category High
26 Week Return
IYR Rank:
IYR -5.53%
Category Low
Category High
Year to Date Return
IYR Rank:
IYR -0.45%
Category Low
Category High
1 Year Return
IYR Rank:
IYR 8.98%
Category Low
Category High
3 Year Return
IYR Rank:
IYR 28.92%
Category Low
Category High
5 Year Return
IYR Rank:
IYR 70.65%
Category Low
Category High
Charts

IYR - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of IYR relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

Valuation

IYR - Valuation

This section shows how the P/E multiple of IYR compares to the peer group ETFdb Category.

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P/E Ratio
IYR Rank:
IYR 34.68
Category Low
Category High

As of Aug 03, 2015

Dividend

IYR - Dividend

This section shows how the dividend yield of IYR compares to the peer group ETFdb Category.

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Annual Dividend Yield
IYR Rank:
IYR 3.69%
Category Low
Category High

As of Aug 03, 2015

Technicals

IYR - Technicals

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IYR Volatility Analysis

This section shows how the volatility of IYR compares to the peer group ETFdb Category.

5 Day Volatility
IYR Rank:
IYR 82.08%
Category Low
Category High
20 Day Volatility
IYR Rank:
IYR 8.27%
Category Low
Category High
50 Day Volatility
IYR Rank:
IYR 11.43%
Category Low
Category High
200 Day Volatility
IYR Rank:
IYR 13.80%
Category Low
Category High
Beta
IYR Rank:
IYR -0.94
Category Low
Category High
Standard Deviation
IYR Rank:
IYR 3.52%
Category Low
Category High

IYR Technicals

  • 20 Day MA: $74.21
  • 60 Day MA: $74.03
  • MACD 15 Period: 0.81
  • MACD 100 Period: -0.19
  • Williams % Range 10 Day: 9.52
  • Williams % Range 20 Day: 7.83
  • RSI 10 Day: 66
  • RSI 20 Day: 57
  • RSI 30 Day: 53
  • Ultimate Oscillator: 54

IYR Bollinger Bands

  • Lower Bollinger (10 Day): $73.72
  • Upper Bollinger (10 Day): $75.11
  • Lower Bollinger (20 Day): $73.44
  • Upper Bollinger (20 Day): $75.02
  • Lower Bollinger (30 Day): $71.81
  • Upper Bollinger (30 Day): $75.55

IYR Support & Resistance

  • Support Level 1: n/a
  • Support Level 2: $74.57
  • Resistance Level 1: n/a
  • Resistance Level 2: $75.57

IYR Stochastic

  • Stochastic Oscillator %D (1 Day): 57.27
  • Stochastic Oscillator %D (5 Day): 71.26
  • Stochastic Oscillator %K (1 Day): 50.17
  • Stochastic Oscillator %K (5 Day): 62.61
Fact Sheet

IYR - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.