IYR ETF Analysis: U.S. Real Estate | NYSE

Real Estate | NYSE, USA | Market Cap: 4.779m USD | 12M Return: 9.6% | Charts, Fundamentals & Technical Analysis

Residential REITs, Commercial REITs, Industrial REITs, Retail REITs
Total Rating 50
Safety 61
Buy Signal -0.16
Real Estate
Category Rotation: -4.8
TER: 0.40%
AUM: 4.78B
Avg Turnover: 631M
Risk 3d forecast
Volatility18.2%
VaR 5th Pctl3.31%
VaR vs Median1.05%
Reward TTM
Sharpe Ratio0.48
Rel. Str. IBD43.2
Rel. Str. Peer Group19.2
Character TTM
Beta0.246
Beta Downside0.227
Hurst Exponent0.521
Drawdowns 3y
Max DD17.52%
CAGR/Max DD0.46
CAGR/Mean DD1.65

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.2% 0
Feb -0.3% 0
Mar +1.5% 15
Apr +0.1% 12
May -0.9% 41
Jun +0.6% 39
Jul +2.3% 68
Aug +0.3% 0
Sep -3.1% 49
Oct -1.1% 46
Nov +1.9% 45
Dec -0.2% 24

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IYR U.S. Real Estate

The iShares U.S. Real Estate ETF (IYR) is a U.S.-listed exchange-traded fund that tracks the Dow Jones U.S. Real Estate Capped Index, providing exposure to the U.S. equity real estate sector. As a passive index fund, it invests at least 80% of its assets in the component securities of its benchmark or instruments with substantially identical economic characteristics. The fund primarily holds equity securities of U.S. real estate companies, including REITs and real estate operating firms, offering investors a single vehicle for diversified access to the domestic property market.

Launched in June 2000, IYR is categorized within the Real Estate ETF segment and is structured to deliver broad sector-level performance rather than security-specific returns. Its capped index methodology distinguishes it from market-cap-weighted alternatives, as it limits concentration in the largest holdings.

Headlines to Watch Out For
  • Fed rate cuts boost REIT valuations and dividend appeal
  • Office vacancy rates pressure commercial property valuations
  • Housing demand drives residential REIT occupancy growth
What is the price of IYR shares?

As of July 02, 2026, the stock is trading at USD 102.25 with a total of 7,085,149 shares traded. Over the past week, the price has changed by -0.72%, over one month by +3.16%, over three months by +8.30% and over the past year by +9.64%.

Current recommended Stop Loss: 98.30 (which is 3.9% or 2.7 ATR below the current price).

Is IYR a buy, sell or hold?

U.S. Real Estate has no consensus analysts rating.