ATLASiShares U.S. Real Estate ETF (IYR): outlook, holdings and fees
iShares U.S. Real Estate ETF (IYR) is an exchange-traded fund and is managed by iShares. The expense ratio is 0.42% and the yield is 2.53%. The ten largest holdings are 52% of the fund.
Fund data as of Oct 14, 2026 · Price Nov 2, 2026
ATLAS view on IYR
| Last price | $100.29 (+0.6%) |
|---|---|
| ATLAS chance of a higher price in 1 month | 54% |
| Likely 1-month range (50%) | $97.91 – $103.69 |
| Normal 1-day range (±1σ) | ±1.0% |
| Distribution yield | 2.53% |
ATLAS probabilities use the same calibrated model as every stock page. A fair value is shown for companies, not funds; the holdings below link to the fair value of each company.
IYR fund facts
| Issuer | iShares |
|---|---|
| Theme | Real estate |
| Assets under management | $4.1B |
| Expense ratio | 0.42% |
| Number of holdings | 58 |
| Portfolio turnover | 8% |
| Inception | Jun 12, 2000 |
| Exchange | NYSE |
The fund seeks to track the investment results of the Dow Jones U.S. Real Estate Capped Index, which measures the performance of the real estate sector of the U.S. equity market, as defined by the index provider. It generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index.
IYR top holdings
| Holding | Sector | Weight |
|---|---|---|
| Welltower Inc WELL | Real Estate | 9.83% |
| Prologis Inc PLD | Real Estate | 9.10% |
| American Tower Corp AMT | Real Estate | 4.89% |
| Equinix Inc EQIX | Real Estate | 4.88% |
| Digital Realty Trust Inc DLR | Real Estate | 4.76% |
| Simon Property Group Inc SPG | Real Estate | 4.38% |
| Realty Income Corporation O | Real Estate | 3.91% |
| Public Storage PSA | Real Estate | 3.83% |
| Vivmark Residential VMRK | Real Estate | 3.58% |
| Ventas Inc VTR | Real Estate | 3.23% |
Holdings with an ATLAS page link to their probability range, fair value and earnings calendar.
IYR sector breakdown
| Sector | Weight |
|---|---|
| Real Estate | 99.5% |
| Communication Services | 0.5% |
By region: North America 100.0%.
IYR returns and risk
| Year to date | +4.0% |
|---|---|
| 1 year | +3.8% |
| 3 years (annualised) | +10.0% |
| 5 years (annualised) | +1.2% |
| 10 years (annualised) | +5.3% |
| Volatility (3 years) | 16.5% |
| Sharpe ratio (3 years) | 0.35 |
Past returns do not guarantee future results.
IYR: frequently asked questions
What does IYR invest in?
iShares U.S. Real Estate ETF invests in a portfolio of securities. Its largest holdings are Welltower Inc (9.8%), Prologis Inc (9.1%), American Tower Corp (4.9%), Equinix Inc (4.9%), Digital Realty Trust Inc (4.8%).
What is the IYR expense ratio?
0.42% a year: about $42.00 for every $10,000 invested.
What is the IYR dividend yield?
2.53%. ATLAS does not hold the exact distribution dates for ETFs.
Will IYR go up?
Nobody can know. The ATLAS model puts the chance of a higher price in one month at 54%, with a likely range (50%) of $97.91 to $103.69 from $100.29 today. It is a probability, not a prediction.
How has IYR performed?
Year to date +4.0%, one year +3.8%, three years +10.0% a year, five years +1.2% a year. Past returns do not guarantee future results.
Similar ETFs: Real estate
- Vanguard Real Estate ETF (VNQ)
- Schwab U.S. REIT ETF (SCHH)
- State Street Real Estate Select Sector SPDR ETF (XLRE)
- iShares Global REIT ETF (REET)
- iShares Core U.S. REIT ETF (USRT)
- Dimensional Global Real Estate ETF (DFGR)
- Vanguard Global ex-U.S. Real Estate ETF (VNQI)
- Global X Data Center REITs & Digital Infrastructure ETF (VPN)
Educational information, not investment advice. Disclaimer