IYR
Real EstateiShares U.S. Real Estate ETF
iShares · Tracks Dow Jones U.S. Real Estate Capped Index · Inception Jun 12, 2000
Trailing returns
through Oct 23, 2026- 1 year
- +6.5%
- 3 year
- +12.0%
- annualized
- 5 year
- +0.4%
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.37% expense ratio.
Based on $4.16B in net assets.
Top-10 holdings represent 51.2% of net assets.
Real Estate base · ETF wrapper · 2.42% 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 v0.5.2).
Look through IYR, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are summed across the basket.
Tool · Cost
Compare IYR's fee against another fund
Compounds the 0.37% 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
Asset location for IYR across account types
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | WELLTOWER INC. | 10.82% |
| 2 | PROLOGIS, INC. | 8.72% |
| 3 | SIMON PROPERTY GROUP, INC. | 4.77% |
| 4 | EQUINIX, INC. | 4.55% |
| 5 | DIGITAL REALTY TRUST, INC. | 4.38% |
| 6 | REALTY INCOME CORPORATION | 4.27% |
| 7 | AMERICAN TOWER CORPORATION | 3.85% |
| 8 | PUBLIC STORAGE. | 3.72% |
| 9 | VENTAS, INC. | 3.19% |
| 10 | CBRE GROUP, INC. | 2.91% |
Compare IYR with another fund
Or skim the closest-overlap funds below.
Similar ETFs by holdings overlap
Open IYR at a brokerage
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.