iShares U.S. Real Estate ETF

iShares U.S. Real Estate ETF

About

iShares U.S. Real Estate ETF (US4642877397) is a US-listed real estate ETF tracking the Dow Jones U.S. Real Estate Capped Index. With a expense ratio of 0.38%, it is moderately priced, paying distributions. The fund holds 65 positions across 1 region with 4.8B in assets, with heavy concentration — 99% in United States, 97% in Real Estate.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jun 22, 2026
Component Score Details
Cost (30%) 7.9 Tracking Difference: 10.0 · TD Consistency: — · Expense Ratio: 3.0
Liquidity (25%) 9.8 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker IYR
ISIN
Fund Size $4.8B
Issuer iShares
Distribution Pays Distributions
Replication Physical
Inception Jun 2000
Base Currency USD
Index Dow Jones U.S. Real Estate Capped Index
Asset Class Real Estate
Category Equity Sector

Costs

7.9
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.38%

Cumulative Returns

Performance across different time periods.
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month
3 Months
6 Months
1 Year +9.76%
3 Years +10.03%
5 Years +2.85%
10 Years +5.71%
YTD +8.28%
Since Inception +8.44%

Holdings

This fund invests into 65 individual investments.
#1
Welltower Inc
10.00%
#2
Prologis Inc
9.18%
#3
Equinix Inc
4.84%
#4
Digital Realty Trust Inc
4.66%
#5
Simon Property Group Inc
4.57%
#6
Realty Income Corp
4.21%
#7
American Tower Corp
4.21%
#8
Public Storage
3.77%
#9
Ventas Inc
2.97%
#10
CBRE Group Inc
2.89%
View all holdings (50)
# Holding Ticker Weight
1 Welltower Inc WELL 999.75%
2 Prologis Inc PLD 918.22%
3 Equinix Inc EQIX 484.07%
4 Digital Realty Trust Inc DLR 465.94%
5 Simon Property Group Inc SPG 457.09%
6 Realty Income Corp O 421.12%
7 American Tower Corp AMT 420.86%
8 Public Storage PSA 376.84%
9 Ventas Inc VTR 297.42%
10 CBRE Group Inc CBRE 288.80%
11 Iron Mountain Inc IRM 285.15%
12 Crown Castle Inc CCI 268.50%
13 Extra Space Storage Inc EXR 230.20%
14 VICI Properties Inc VICI 215.34%
15 AvalonBay Communities Inc AVB 184.71%
16 Equity Residential EQR 163.84%
17 SBA Communications Corp SBAC 148.61%
18 Essex Property Trust Inc ESS 131.88%
19 Weyerhaeuser Co WY 131.48%
20 Kimco Realty Corp KIM 123.28%
21 Annaly Capital Management Inc NLY 122.02%
22 Host Hotels & Resorts Inc HST 119.44%
23 WP Carey Inc WPC 118.93%
24 Invitation Homes Inc INVH 116.43%
25 Mid-America Apartment Communities Inc MAA 115.63%
26 Jones Lang LaSalle Inc JLL 103.42%
27 Sun Communities Inc SUI 102.89%
28 Healthpeak Properties Inc DOC 101.11%
29 Omega Healthcare Investors Inc OHI 99.43%
30 Lamar Advertising Co LAMR 97.68%
31 Regency Centers Corp REG 94.99%
32 Gaming and Leisure Properties Inc GLPI 94.69%
33 CoStar Group Inc CSGP 92.23%
34 Equity LifeStyle Properties Inc ELS 90.43%
35 AGNC Investment Corp AGNC 89.33%
36 UDR Inc UDR 83.27%
37 Camden Property Trust CPT 82.15%
38 EastGroup Properties Inc EGP 80.47%
39 American Homes 4 Rent AMH 75.32%
40 BXP Inc BXP 71.95%
41 Brixmor Property Group Inc BRX 71.11%
42 Federal Realty Investment Trust FRT 70.96%
43 CubeSmart CUBE 68.96%
44 Agree Realty Corp ADC 65.86%
45 NNN REIT Inc NNN 64.19%
46 First Industrial Realty Trust Inc FR 61.43%
47 Alexandria Real Estate Equities Inc ARE 60.01%
48 Rexford Industrial Realty Inc REXR 55.62%
49 STAG Industrial Inc STAG 54.19%
50 Healthcare Realty Trust Inc HR 51.42%

Sectors

Allocation by industry sector.
 
Sector Weight
Real Estate 9652.00%
Financials 293.00%
Unknown 55.00%

Regions

Geographic allocation by country of risk.
 
Country Weight
United States 9946.00%
UNKNOWN 54.00%
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