IYR
Real EstateiShares U.S. Real Estate ETF
iShares · Tracks Dow Jones U.S. Real Estate Capped Index · Inception Jun 12, 2000
Composite score
Based on a 0.38% expense ratio.
Based on $4.67B in net assets.
Top-10 holdings represent 51.5% of net assets.
Real Estate base · ETF wrapper · 2.18% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.1).
Use IYR in our tools
Tool · Cost
Compare IYR's fee against another fund
Compounds the 0.38% expense ratio against a peer over decades.
Tool · Overlap
Compare IYR's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Real Estate funds.
Tool · TLH
Find a tax-loss harvesting partner for IYR
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
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Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | WELLTOWER INC. | 9.96% |
| 2 | PROLOGIS, INC. | 9.18% |
| 3 | EQUINIX, INC. | 4.69% |
| 4 | DIGITAL REALTY TRUST, INC. | 4.63% |
| 5 | SIMON PROPERTY GROUP, INC. | 4.58% |
| 6 | REALTY INCOME CORPORATION | 4.40% |
| 7 | AMERICAN TOWER CORPORATION | 4.39% |
| 8 | PUBLIC STORAGE. | 3.41% |
| 9 | CBRE GROUP, INC. | 3.13% |
| 10 | VENTAS, INC. | 3.09% |
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