IYR
iShares U.S. Real Estate ETFIYR Fund Description
IYR tracks a market-cap-weighted index of US real estate equities listed on the major US exchanges.
IYR Factset Analytics Insight
IYR was among the first US real estate ETFs and is still a stalwart of the space. The fund tracks a typical broad-based real estate index and captures much of the real estate space. It holds roughly 100 companies and covers all the big names. Its overall portfolio characteristics and performance align fairly well with our benchmark. IYR’s early launch into the space is evident in its AUM—the fund hosts billions in assets. Its large asset base has also facilitated abundant liquidity—IYR is among the most traded real estate ETFs. However, the fund is costly to hold compared to segment peers tracking similar indexes. As is the case with other REIT ETFs, distributions from the fund are taxed as ordinary income. Overall, IYR’s coverage of US real estate in an ETF wrapper is tough to beat.
IYR MSCI ESG Analytics Insight
iShares U.S. Real Estate ETF has an MSCI ESG Fund Rating of BB based on a score of 3.89 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares U.S. Real Estate ETF ranks in the 19th percentile within its peer group and in the 48th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IYR MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IYR Charts And Performance
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IYR Summary Data
IYR Portfolio Data
IYR Index Data
IYR Portfolio Management
IYR Tax Exposures
IYR Fund Structure
IYR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IYR. IYR is rated a 5 out of 5.
IYR Tradability
IYR Sector/Industry Breakdown
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IYR Top 10 Holdings[View All]
IYR Countries
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IYR Regions
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IYR Economic Development
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IYR Performance Statistics
IYR MSCI ESG Ratings
IYR Benchmark Comparison Summary
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IYR Benchmark Comparison Market Cap Size
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Options Strategies for Outcome Investing
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.