IYRiShares U.S. Real Estate ETF

Grow my money26y track recordRanked #178 of 2,960 in this goal

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

By iShares · Launched 2000

Annual Cost

0.38%

#1,874 of 5,562 · low cost

Fund Size

$4.9B

#446 of 5,562 · large

Return (1Y)Goal

+9.1%

Track Record

26 years

#89 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$10,379+3.8%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Sector

Real estate

Focus

Real Assets

Index tracked

Dow Jones US Real Estate Capped Index

What it actually holds

By weight

Concentration

Top 10 holdings = 49.9% of fundmoderately concentrated

WELLTOWER INC.

9.6%

PROLOGIS, INC.

8.9%

EQUINIX, INC.

4.7%

SIMON PROPERTY GROUP, INC.

4.6%

AMERICAN TOWER CORPORATION

4.4%

REALTY INCOME CORPORATION

4.1%

DIGITAL REALTY TRUST, INC.

3.9%

CBRE GROUP, INC.

3.7%

PUBLIC STORAGE.

3.2%

CROWN CASTLE INC.

3.0%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Real Estate

99.4%

Communication

0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.8%Moderate

Year-on-year price swings

Max drawdown

-42.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.36Below average

Sortino (3Y)

0.50Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of U.S. equities in the real estate sector.
Strategy: Tracks the Dow Jones U.S. Real Estate Capped Index, which measures the performance of the U.S. real estate sector. Uses representative sampling to manage the Fund and aims for low portfolio turnover.
Inception date: June 12, 2000
Fund family: iShares