Market Tracker

10/20 5:16pm ET

iShares U.S. Real Estate ETF (IYR)

80.82
Delayed Data
As of Oct 20
 -0.26 / -0.32%
Today’s Change
72.11
Today|||52-Week Range
82.43
+5.04%
Year-to-Date

Investment Objective

The investment seeks to track the investment results of the Dow Jones U.S. Real Estate Index. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying fund measures the performance of the real estate sector of the U.S. equity market and may include large-- mid- or small-capitalization companies.

My (Brief) Takeaways and Observations
Oct 20 / TheStreet.com - Paid Partner Content
Forget Rate Tantrums, Bet on REIT ETFs
Oct 17 / Zacks.com - Paid Partner Content
Short Short Report
Oct 18 / TheStreet.com - Paid Partner Content
 

Performance

1 month+0.93% 3 years+7.98%
3 months+1.56% 5 years+8.73%
1 year+7.85% Since inception+9.91%
Data through 10/21/2017

Quote Details

Previous close$81.08
Open day’s range80.55 – 81.12
Net asset value (NAV)80.84 (10/20/2017)
Daily volume6,599,266
Average volume (3 months)6,066,283
Data as of 6:29pm ET, 10/20/2017

Peer Comparisonvs. Real estate ETFs

 IYRCategory
Performance 5-yr return+8.73%+8.73%
Expense Gross exp ratio0.44%1.21%
Risk 5 year sharpe ratio0.700.71
Net assets$4.5B$1.5B
Average market cap$13.1B$13.9B
Average P/E24.928.2
Dividend / Share--0.13%

Competitors

REM iShares Mortgage Real Estate Capped ETF
MORT VanEck Vectors Mortgage REIT Income ETF
KBWY PowerShares KBW Premium Yield Equity REI...

Holdings

Top 5 Sectors
Portfolio weighting
Financial service 96.30%
Industrial materials 3.28%
Consumer goods 0.42%
Business service 0.00%
Consumer service 0.00%
Top 10 Holdings
Portfolio weighting
AMT American Tower5.67%
SPG Simon Property Group Inc4.84%
CCI Crown Castle International Corp3.93%
EQIX Equinix Inc3.36%
PLD Prologis Inc3.26%
PSA Public Storage3.09%
HCN Welltower Inc2.51%
WY Weyerhaeuser Co2.48%
AVB AvalonBay Communities2.38%
EQR Equity Residential2.34%