IYRiShares U.S. Real Estate ETF

Grow my money#185 of 2944 for Grow my money

Seeks to track the investment results of an index composed of U.S. equities in the real estate sector.

iShares · Since 2000 (25 years)

Annual Cost

0.38%

#1680 out of 5,332 ETFs

Fund Size

$4.0B

#444 out of 5,332 ETFs

Dividend Yield

2.38%

Track Record

25 years

#88 out of 5,332 ETFs

Performance

1 Year

+11.8%

3 Years

+10.2%

5 Years

+3.4%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Sector

real estate

Focus

Real Assets

Asset allocation

Stocks

99.5%

Cash

0.5%

Sector breakdown

Real Estate

99.3%

Communication

0.7%

Top holdings

Welltower IncWELL10.0%

Prologis IncPLD9.2%

Equinix IncEQIX4.7%

Digital Realty Trust IncDLR4.6%

Simon Property Group IncSPG4.6%

Realty Income CorpO4.4%

American Tower CorpAMT4.4%

Public StoragePSA3.4%

CBRE Group Inc Class ACBRE3.1%

Ventas IncVTR3.1%

Risk profile

Volatility (1Y)

13.4%

Moderate

Max drawdown

-42.3%

Worst peak-to-trough loss

Sharpe (3Y)

0.45

Below average

Sortino (3Y)

0.64

Moderate downside risk

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