iShares Trust - iShares U.S. Real Estate ETF (IYR)
XMEX 
Summary
IYR Chart
IYR: Sell Your REIT ETFs
iShares U.S. Real Estate ETF is underperforming peers and the broader market, with a 3.4% decline over the last month and lagging the S&P 500 in 2025. IYR faces risks from rising Treasury yields, low credit spreads, and potential investor rotation back into bonds if yields rise further. REIT ETFs, including IYR, have enjoyed strong long-term returns but are now rolling over amid macroeconomic headwinds and sector underperformance.
IYR Vs. IYRI: Enhanced Income ETF Gets A Buy Rating
Neos Real Estate High Income ETF offers an income-enhanced alternative to iShares U.S. Real Estate ETF, using an options overlay to boost yield while tracking the same REIT index. IYRI's 11% yield far exceeds IYR's 2.4%, but comes with higher fees (68bps vs. 38bps) and potential NAV erosion from the options strategy. Most of IYRI's distributions are classified as Return of Capital, which can be tax-advantaged for investors, especially in taxable accounts.
IYR: Betting On REITs' Recovery
I rate IYR ETF a buy due to its balanced portfolio: one-third leverages megatrends, while two-thirds provide stability and defensive exposure. The macroeconomic environment is turning favorable for REITs, with expected rate cuts and resilient consumer spending supporting a sector recovery. IYR is well-positioned to benefit from growth in data centers, 5G infrastructure, and industrial real estate, while maintaining diversification and stability.
iShares Trust - iShares U.S. Real Estate ETF (IYR) FAQ
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iShares Trust - iShares U.S. Real Estate ETF Profile
| XMEX Exchange | US Country |
Overview
The fund is a financial instrument designed to provide investors with exposure to the United States real estate sector. By tracking the investment results of the Dow Jones U.S. Real Estate Capped Index, the fund aims to mirror the performance of the U.S. equity market's real estate segment as defined by the index provider. This focus encompasses various components of the real estate industry, reflecting its dynamics and potential for growth within the broader U.S. economy. The fund's strategic commitment to invest at least 80% of its assets in the securities that make up its underlying index or in investments with nearly identical economic characteristics ensures that it remains closely aligned with the performance and trajectory of the targeted real estate sector.
Products and Services
- Index Tracking Investment Product:
The primary service offered by the fund is an investment product that seeks to track the investment results of the Dow Jones U.S. Real Estate Capped Index. This product allows investors to gain exposure to the U.S. real estate sector through a single investment, simplifying the process of diversifying their portfolio while targeting the specific economic characteristics and potential returns of this sector.
- Real Estate Sector Exposure:
In addition to its primary tracking product, the fund provides investors with a focused exposure to the real estate sector of the U.S. equity market. By allocating at least 80% of its assets to the components of its underlying index or similar economic investments, the fund offers a direct pathway to investing in a range of real estate assets, including property management companies, real estate development firms, and other entities integral to the real estate industry. This exposure is designed to reflect the performance, trends, and potential of the sector within the broader market context.
Contact Information
