iShares U.S. Real Estate ETF (IYR)

68.71
Data as of Apr 17
 -0.19 / -0.28%
Today’s Change
60.92
Today|||52-Week Range
76.21
+8.93%
Year-to-Date

Investment Objective

The investment seeks to track the investment results of an index composed of U.S. equities in the real estate sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Real Estate Index (the "underlying index"), which measures the performance of the real estate sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include real estate investment trusts ("REITs").

Performance

1 month+1.84% 3 years+8.93%
3 months+7.55% 5 years+20.97%
1 year+0.63% Since inception+10.16%
Data through 04/18/2014

Quote Details

Previous close$68.90
Open day’s range68.38 – 68.88
Net asset value (NAV)68.72 (04/17/2014)
Daily volume16,935,202
Average volume (3 months)10,973,700
Data as of 3:59pm ET, 04/17/2014

Peer Comparisonvs. Real estate ETFs

 IYRCategory
Performance 5-yr return+20.97%+26.39%
Expense Gross exp ratio0.46%0.42%
Risk 5 year sharpe ratio1.201.18
Net assets$4.6B$2.0B
Average market cap$10.5B$11.2B
Average P/E28.035.1
Dividend / Share--0.39%

Competitors

KBWY PowerShares KBW Premium Yield Equity REI...
RTL iShares Retail Real Estate Capped ETF
VNQ Vanguard REIT Index ETF

Holdings

Top 5 Sectors
Portfolio weighting
Financial service 96.30%
Industrial materials 3.28%
Consumer goods 0.42%
Business service 0.00%
Consumer service 0.00%
Top 10 Holdings
Portfolio weighting
SPG Simon Property Group Inc7.76%
AMT American Tower Corp4.87%
CCI Crown Castle International Corp3.72%
PSA Public Storage3.66%
PLD Prologis Inc3.08%
EQR Equity Residential2.93%
VTR Ventas Inc2.68%
HCP HCP Inc2.67%
BXP Boston Properties Inc2.64%
HCN Health Care REIT, Inc.2.60%

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