IYRiShares U.S. Real Estate ETF
Tracks the investment results of an index composed of U.S. equities in the real estate sector.
By iShares · Launched 2000
Annual Cost
0.37%
#1,868 of 6,040 · low cost
Fund Size
$4.4B
#489 of 6,040 · large
Return (1Y)
+4.8%
Track Record
26 years
#91 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,542+5.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Sector
Real estateFocus
Real Assets
Index tracked
Dow Jones US Real Estate Capped Index
Holdings
By weightConcentration
Top 10 holdings = 51.5% of fundmoderately concentrated
WELLTOWER INC.
10.0%
PROLOGIS, INC.
9.2%
EQUINIX, INC.
4.7%
DIGITAL REALTY TRUST, INC.
4.6%
SIMON PROPERTY GROUP, INC.
4.6%
REALTY INCOME CORPORATION
4.4%
AMERICAN TOWER CORPORATION
4.4%
PUBLIC STORAGE.
3.4%
CBRE GROUP, INC.
3.1%
VENTAS, INC.
3.1%
Asset allocation
Stocks
99.8%
Cash
0.1%
By sector
Real Estate
99.5%
Communication
0.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.7%Moderate
Year-on-year price swings
Max drawdown
-42.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.34Below average
Sortino (3Y)
0.48Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the investment results of an index composed of U.S. equities in the real estate sector.
- Strategy
- Seeks to track the investment results of the Dow Jones U.S. Real Estate Capped Index, which measures the performance of the U.S. real estate sector. Uses representative sampling indexing to manage the Fund, investing at least 80% of assets in the index's component securities.
- Inception date
- June 12, 2000
- Fund family
- iShares
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Data updated on 2026-09-18