iShares U.S. Real Estate ETF (IYR)

Market Price (5/23/2026): $102.75

iShares U.S. Real Estate ETF (IYR)

Market Price (5/23/2026): $102.75

Asset Allocation with IYR

	ETF	1D	1W	1M	YTD
Equity	SPY	0.4%	0.9%	5.2%	9.6%
Bond	BND	0.1%	0.4%	-0.7%	-0.2%
Gold	GLD	-0.8%	-0.8%	-4.0%	4.4%
Commodity	DBC	-0.5%	-2.1%	2.2%	36.6%
Real Estate	IYR	0.2%	2.9%	1.0%	9.4%
Bitcoin	BTCUSD	-0.2%	-2.1%	-1.1%	-11.5%
Cash	GOVT	0.1%	0.4%	-1.0%	-0.8%

	ETF	Return	Volatility	Sharpe
Equity	SPY	15.7%	15.3%	86.5%
Bond	BND	1.6%	5.2%	-20.7%
Gold	GLD	13.0%	15.1%	67.2%
Commodity	DBC	7.7%	16.7%	37.4%
Real Estate	IYR	5.8%	17.4%	24.9%
Bitcoin	BTCUSD	67.1%	76.6%	100.8%
Cash	GOVT	0.5%	5.0%	-43.0%

Figures are on an annualized basis, based on monthly return data for the last 10 years

	ETF	Inflation Shock	Covid Pandemic	2018 Correction
Equity	SPY	-23.0%	-30.4%	-19.3%
Bond	BND	-14.2%	-2.2%	1.3%
Gold	GLD	-7.7%	-6.3%	5.0%
Commodity	DBC	20.5%	-23.7%	-17.5%
Real Estate	IYR	-29.1%	-41.5%	-10.8%
Bitcoin	BTCUSD	-56.0%	-33.5%	-37.4%
Cash	GOVT	-12.4%	4.4%	1.6%

The table shows the return of different asset classes during market crises - specifically during the period where the S&P fell and bottomed

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[2] Asset Rotation Strategies
[3] Tax-Efficient Strategies

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Price Chart

ETF Price
Price/Gold

Top 20 Holdings for IYR

Total Weights
Top 5: 33.4% | Top 10: 51.6% | Top 20: 70.7%

	Holding	Weight
95040Q104	WELLTOWER INC	10.31%
74340W103	PROLOGIS REIT INC	9.28%
29444U700	EQUINIX REIT INC	4.70%
828806109	SIMON PROPERTY GROUP REIT INC	4.63%
253868103	DIGITAL REALTY TRUST REIT INC	4.49%
03027X100	AMERICAN TOWER REIT CORP	4.37%
756109104	REALTY INCOME REIT CORP	4.19%
74460D109	PUBLIC STORAGE REIT	3.51%
92276F100	VENTAS REIT INC	3.13%
22822V101	CROWN CASTLE INC	3.00%
12504L109	CBRE GROUP INC CLASS A	2.78%
46284V101	IRON MOUNTAIN INC	2.73%
925652109	VICI PPTYS INC	2.31%
30225T102	EXTRA SPACE STORAGE REIT INC	2.22%
053484101	AVALONBAY COMMUNITIES REIT INC	1.96%
29476L107	EQUITY RESIDENTIAL REIT	1.69%
78410G104	SBA COMMUNICATIONS REIT CORP CLASS	1.65%
297178105	ESSEX PROPERTY TRUST REIT INC	1.31%
962166104	WEYERHAEUSER REIT	1.23%
92936U109	W. P. CAREY REIT INC	1.22%

Performance for IYR Top Holdings

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Guidance Updates for IYR Top Holdings

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Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
IYR Return	39%	-26%	12%	4%	3%	9%	36%
Peers Return	41%	-25%	12%	5%	4%	12%	44%
S&P 500 Return	27%	-19%	24%	23%	16%	9%	98%
Monthly Win Rates [3]
IYR Win Rate	75%	33%	50%	67%	67%	60%
Peers Win Rate	80%	33%	50%	67%	58%	80%
S&P 500 Win Rate	75%	42%	67%	75%	67%	60%
Max Drawdowns [4]
IYR Max Drawdown	-8%	-33%	-21%	-11%	-14%	-9%
Peers Max Drawdown	-8%	-32%	-21%	-11%	-15%	-8%
S&P 500 Max Drawdown	-5%	-25%	-10%	-8%	-19%	-9%

[1] Cumulative total returns since the beginning of 2021
[2] Peers: VNQ, XLRE, SCHH, REET, USRT.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/22/2026 (YTD)

Sharpe Ratios Compared

One measure of reward vs. risk is a Sharpe ratio. A higher ratio indicates better risk-adjusted returns. Most funds have Sharpe ratios < 1.0.

Ticker	1Y	3Y	5Y
IYR	0.61	0.34	0.08
Real Estate Top Results (3Y)
USRT	1.05	0.48	0.20
SCHH	0.79	0.38	0.11
REET	1.03	0.37	0.06
VNQ	0.71	0.36	0.08
XLRE	0.57	0.36	0.12

Results as of 4302026.

Event	IYR	S&P 500
2025 US Tariff Shock
% Loss	-12.0%	-18.8%
% Gain to Breakeven	13.6%	23.1%
Time to Breakeven	76 days	79 days
Summer-Fall 2023 Five Percent Yield Shock
% Loss	-16.9%	-9.5%
% Gain to Breakeven	20.4%	10.5%
Time to Breakeven	49 days	24 days
2023 SVB Regional Banking Crisis
% Loss	-14.2%	-6.7%
% Gain to Breakeven	16.5%	7.1%
Time to Breakeven	266 days	31 days
2020 COVID-19 Crash
% Loss	-41.5%	-33.7%
% Gain to Breakeven	71.1%	50.9%
Time to Breakeven	388 days	140 days
2016-2017 Trump Reflation Bond Selloff
% Loss	-11.0%	-3.7%
% Gain to Breakeven	12.4%	3.9%
Time to Breakeven	152 days	6 days
2015-2016 China Devaluation / Global Growth Scare
% Loss	-11.5%	-12.2%
% Gain to Breakeven	12.9%	13.9%
Time to Breakeven	29 days	62 days

Compare to VNQ, XLRE, SCHH, REET, USRT

In The Past

iShares U.S. Real Estate ETF's stock fell -12.0% during the 2025 US Tariff Shock. Such a loss loss requires a 13.6% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

Event	IYR	S&P 500
2020 COVID-19 Crash
% Loss	-41.5%	-33.7%
% Gain to Breakeven	71.1%	50.9%
Time to Breakeven	388 days	140 days
2011 US Debt Ceiling Crisis & European Contagion
% Loss	-22.5%	-17.9%
% Gain to Breakeven	29.1%	21.8%
Time to Breakeven	123 days	123 days
2008-2009 Global Financial Crisis
% Loss	-65.2%	-53.4%
% Gain to Breakeven	187.7%	114.4%
Time to Breakeven	692 days	1085 days

Compare to VNQ, XLRE, SCHH, REET, USRT

In The Past

iShares U.S. Real Estate ETF's stock fell -12.0% during the 2025 US Tariff Shock. Such a loss loss requires a 13.6% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

IYR Dip Buy History

IYR had 30 events since 1/1/2005 where the dip threshold of -5.0% within 60 days was triggered

19% median peak return within 1 year of dip event
322 days is the median time to peak return after a dip event
-6.1% median max drawdown within 1 year of dip event

60 Day Dip			IYR Subsequent Performance
Date	IYR	SPY	1Y	Peak Return	Max Drop	# Days to Peak
Median			14%	19%	-6%	322
5232025	-5%	-1%	14%	14%	0%	348
4072025	-5%	-14%	17%	19%	-3%	329
12172024	-5%	6%	-0%	4%	-12%	314
5282024	-5%	4%	15%	23%	-1%	111
3262024	-5%	9%	12%	20%	-6%	174
9212023	-5%	-1%	32%	32%	-8%	361
3102023	-6%	-3%	13%	16%	-9%	293
9202022	-5%	-1%	-7%	9%	-13%	135
5062022	-6%	-10%	-13%	4%	-22%	101
1272022	-7%	-6%	-8%	11%	-23%	83
10282020	-6%	-1%	47%	47%	0%	310
3092020	-8%	-12%	7%	10%	-32%	352
12242018	-8%	-19%	32%	35%	0%	301
10122018	-6%	-1%	27%	28%	-4%	349
2022018	-5%	7%	14%	12%	-6%	363
10042016	-6%	1%	7%	9%	-7%	342
1152016	-6%	-7%	15%	24%	-6%	199
8242015	-5%	-10%	22%	27%	-4%	343
4202015	-5%	2%	5%	5%	-12%	365
12122013	-6%	3%	28%	29%	0%	362
6202013	-8%	2%	18%	19%	-3%	350
11152012	-5%	-4%	10%	26%	0%	187
8032011	-5%	-6%	18%	19%	-15%	349
6292010	-6%	-12%	30%	35%	-5%	336
6252008	-6%	-3%	-46%	5%	-64%	86
11192007	-6%	-3%	-52%	7%	-52%	21
4302007	-6%	3%	-15%	1%	-29%	11
6122006	-5%	-5%	21%	40%	-1%	240
10052005	-6%	-2%	32%	32%	-5%	365
3092005	-5%	2%	27%	28%	-4%	362

[1] Dip event defined as first instance dip threshold is triggered within a 60-day time period.
[2] Analysis for period from 1/1/2005 to 5/22/2026

IYR had 15 events since 1/1/2005 where the dip threshold of -10% within 90 days was triggered

18% median peak return within 1 year of dip event
329 days is the median time to peak return after a dip event
-7% median max drawdown within 1 year of dip event

90 Day Dip			IYR Subsequent Performance
Date	IYR	SPY	1Y	Peak Return	Max Drop	# Days to Peak
Median			11%	18%	-7%	329
4072025	-13%	-15%	17%	19%	-3%	329
10202023	-11%	-3%	37%	41%	-2%	332
5242023	-10%	4%	9%	18%	-8%	218
8232022	-10%	-7%	-11%	2%	-20%	2
5052022	-11%	-13%	-14%	2%	-23%	102
3112020	-11%	-9%	11%	12%	-30%	350
12242018	-11%	-16%	32%	35%	0%	301
11102016	-11%	4%	18%	18%	0%	365
8252015	-10%	-10%	25%	30%	-2%	342
6052015	-11%	4%	11%	14%	-7%	340
8152013	-11%	7%	20%	20%	-4%	342
8082011	-16%	-15%	38%	40%	-1%	344
8252008	-11%	-7%	-29%	10%	-62%	25
11072007	-11%	-2%	-44%	5%	-49%	33
6112007	-10%	6%	-15%	1%	-25%	116

[1] Dip event defined as first instance dip threshold is triggered within a 90-day time period.
[2] Analysis for period from 1/1/2005 to 5/22/2026

IYR had 8 events since 1/1/2005 where the dip threshold of -20% within 180 days was triggered

11% median peak return within 1 year of dip event
112 days is the median time to peak return after a dip event
-15% median max drawdown within 1 year of dip event

180 Day Dip			IYR Subsequent Performance
Date	IYR	SPY	1Y	Peak Return	Max Drop	# Days to Peak
Median			3%	11%	-15%	112
12162022	-20%	-14%	11%	13%	-11%	48
9162022	-20%	-18%	-6%	6%	-15%	139
10282020	-20%	-2%	47%	47%	0%	310
5122020	-20%	2%	38%	44%	-2%	353
3162020	-21%	-17%	40%	41%	-14%	364
10082008	-25%	-26%	-5%	8%	-52%	5
6262008	-21%	-17%	-44%	9%	-62%	85
11052007	-21%	4%	-37%	2%	-50%	35

[1] Dip event defined as first instance dip threshold is triggered within a 180-day time period.
[2] Analysis for period from 1/1/2005 to 5/22/2026

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Current Dip Buy Opportunities Across ETFs

ETFs currently down 5% or more from trailing 6M peaks.

Ticker	Name	Dip %	Mkt Price	Price Date	Peak Price	Peak Date	# Days
NOBL	ProShares S&P 500 Dividend Aristocrats ETF	-5.4%	107.83	5222026	114.03	3012026	82
ARKK	ARK Innovation ETF	-8.2%	76.40	5222026	83.21	1132026	129
URA	Global X Uranium ETF	-20.8%	48.96	5222026	61.81	1282026	114
LIT	Global X Lithium & Battery Tech ETF	-6.9%	85.28	5222026	91.62	5112026	11
CGBL	Capital Group Core Balanced ETF	-6.2%	34.41	5222026	36.67	2252026	86
XLF	State Street Financial Select Sector SPDR ETF	-7.4%	51.94	5222026	56.11	1062026	136
XLV	State Street Health Care Select Sector SPDR ETF	-6.1%	149.89	5222026	159.54	3012026	82
XLP	State Street Consumer Staples Select Sector SPDR ETF	-5.3%	84.80	5222026	89.51	3012026	82
XLB	State Street Materials Select Sector SPDR ETF	-5.8%	50.29	5222026	53.38	2112026	100
XBI	State Street SPDR S&P Biotech ETF	-5.1%	131.66	5222026	138.67	4192026	33
ITA	iShares U.S. Aerospace & Defense ETF	-10.0%	225.37	5222026	250.42	3022026	81
XOP	State Street SPDR S&P Oil & Gas Exploration & Production ETF	-8.6%	171.95	5222026	188.18	3292026	54
TLT	iShares 20+ Year Treasury Bond ETF	-6.1%	84.68	5222026	90.16	3012026	82
VGLT	Vanguard Long-Term Treasury ETF	-5.4%	54.13	5222026	57.20	3012026	82
SPTL	State Street SPDR Portfolio Long Term Treasury ETF	-5.8%	25.71	5222026	27.28	3012026	82
TLH	iShares 10-20 Year Treasury Bond ETF	-5.3%	98.73	5222026	104.25	3012026	82
EDV	Vanguard World Funds Extended Duration ETF	-8.4%	62.59	5222026	68.33	3012026	82
GSG	iShares GSCI Commodity	-5.8%	30.01	5222026	31.85	3182026	65
GLD	SPDR Gold Trust	-16.6%	413.82	5222026	495.90	1292026	113
IAU	iShares Gold Trust	-16.5%	84.81	5222026	101.57	1292026	113
GLDM	SPDR Gold MiniShares Trust	-16.4%	89.21	5222026	106.77	1292026	113
SGOL	ETFS Physical Swiss Gold Shares	-13.1%	44.66	5222026	51.41	1292026	113
BAR	Direxion Daily Gold Bull 3X Shares	-16.6%	44.34	5222026	53.16	1292026	113
SLV	iShares Silver Trust	-35.3%	68.36	5222026	105.60	1282026	114
SIVR	ETFS Physical Silver Shares Trust ETF	-24.8%	83.39	5222026	110.87	1282026	114
PPLT	ETFS Physical Platinum Shares	-30.7%	17.47	5222026	25.23	1252026	117
CPER	United States Copper Index Fund ETV	-13.9%	33.33	5222026	38.71	1292026	113
PALL	ETFS Physical Palladium Shares	-34.1%	24.52	5222026	37.18	1282026	114
USO	United States Oil Fund LP	-7.9%	140.92	5222026	152.96	5192026	3
UNG	United States Natural Gas Fund LP	-35.3%	10.94	5222026	16.90	2012026	110
BNO	United States Brent Oil Fund LP ETV	-7.1%	55.85	5222026	60.13	5042026	18
IBIT	iShares Bitcoin Trust ETF	-22.5%	42.96	5222026	55.44	1142026	128
FBTC	Fidelity Wise Origin Bitcoin Fund	-22.5%	65.98	5222026	85.12	1142026	128
GBTC	Grayscale Bitcoin Trust ETF	-19.0%	61.84	5222026	76.31	1142026	128
ETHA	iShares Ethereum Trust ETF	-39.2%	15.57	5222026	25.59	1142026	128

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About IYR

Holdings Count: 61
Expense Ratio: 0.38%
Inception Date: 2000-06-12

iShares U.S. Real Estate ETF
The iShares U.S. Real Estate ETF seeks to track the investment results of an index composed of U.S. equities in the real estate sector.
Asset Class: Real Estate (Listed/REITs) | ETF Website

Recent Active Movers

Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
NVTS	Navitas Semiconductor	6.5	20.0%	309.7%
RGTI	Rigetti Computing	8.7	19.9%	19.3%
HLIT	Harmonic	1.7	19.7%	53.7%
BB	BlackBerry	4.7	18.9%	108.7%
LPTH	LightPath Technologies	0.8	18.7%	56.9%
SHAZ	SharonAI	0.8	18.0%	-26.4%
AEVA	Aeva Technologies	1.5	17.8%	90.7%
DELL	Dell Technologies	194.8	16.8%	135.5%
AXTI	AXT	6.3	16.4%	761.3%
LION	Lionsgate Studios	4.3	15.8%	63.7%

Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
GKOS	Glaukos	6.9	-13.5%	6.5%
FBYD	Falcons Beyond Global	0.7	-13.3%	10.3%
BTGO	BitGo	0.8	-10.7%	-62.5%
IHRT	iHeartMedia	0.7	-9.6%	6.0%
HOV	Hovnanian Enterprises	0.7	-8.9%	7.9%
INBX	Inhibrx Biosciences	1.6	-8.4%	28.3%
BJ	BJ's Wholesale Club	11.3	-8.2%	-3.8%
OPTU	Optimum Communications	0.3	-7.4%	-59.9%
TE	T1 Energy	1.8	-7.3%	21.0%
ETON	Eton Pharmaceuticals	0.9	-6.9%	92.7%

Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
FBYD	Falcons Beyond Global	0.7	57.0%	10.3%
HIVE	HIVE Digital Technologies	1.0	51.3%	57.8%
RGTI	Rigetti Computing	8.7	48.0%	19.3%
LPTH	LightPath Technologies	0.8	47.1%	56.9%
QBTS	D-Wave Quantum	10.4	44.5%	12.4%
TE	T1 Energy	1.8	42.5%	21.0%
NVTS	Navitas Semiconductor	6.5	37.2%	309.7%
PSNL	Personalis	0.8	33.2%	6.4%
ALAB	Astera Labs	52.0	31.9%	84.5%
RXO	RXO	4.1	30.4%	92.8%

Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
DSGN	Design Therapeutics	0.6	-23.7%	17.0%
BTGO	BitGo	0.8	-22.0%	-62.5%
FIGR	Figure Technology Solutions	7.3	-21.6%	-16.9%
GTN-A	Gray Media	0.8	-20.4%	-29.8%
INTU	Intuit	88.9	-18.6%	-51.5%
OPTU	Optimum Communications	0.3	-17.8%	-59.9%
EIKN	Eikon Therapeutics	0.6	-17.7%	-27.3%
GKOS	Glaukos	6.9	-16.5%	6.5%
ONDS	Ondas	3.4	-14.7%	-7.2%
STRL	Sterling Infrastructure	22.5	-13.7%	139.3%

Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
MXL	MaxLinear	8.7	189.5%	468.9%
BAND	Bandwidth	1.9	167.5%	297.3%
WOLF	Wolfspeed	1.9	153.7%	301.4%
INOD	Innodata	3.1	119.6%	87.4%
FCEL	FuelCell Energy	1.2	105.5%	242.1%
VPG	Vishay Precision	1.5	96.9%	195.5%
PENG	Penguin Solutions	2.8	92.7%	172.0%
XMTR	Xometry	4.6	90.3%	50.0%
AXTI	AXT	6.3	87.1%	761.3%
INTC	Intel	609.1	79.5%	224.8%

Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
EMBC	Embecta	0.2	-63.7%	-71.6%
FWRD	Forward Air	0.3	-61.3%	-64.8%
OPTU	Optimum Communications	0.3	-60.4%	-59.9%
CABO	Cable One	0.3	-54.5%	-53.7%
PSIX	Power Solutions International	0.9	-50.3%	-32.0%
ERAS	Erasca	3.2	-50.0%	202.2%
TRDA	Entrada Therapeutics	0.3	-48.8%	-36.2%
BRBR	BellRing Brands	1.1	-45.3%	-66.7%
ULH	Universal Logistics	0.4	-42.8%	-6.0%
UI	Ubiquiti	37.0	-41.1%	10.6%

Short Interest

Short Interest: As Of Date	4302026
Short Interest: Shares Quantity	9.6 Mil
Short Interest: % Change Since 4152026	-8.8%
Average Daily Volume	5.3 Mil
Days-to-Cover Short Interest	1.8 days

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2	SeekingAlpha	ValueLine
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4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

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iShares U.S. Real Estate ETF (IYR)

Market Price (5/23/2026): $102.75

iShares U.S. Real Estate ETF (IYR)

Market Price (5/23/2026): $102.75

Asset Allocation with IYR

Price Chart

Valuation & Yield

Top 20 Holdings for IYR

Performance for IYR Top Holdings

Guidance Updates for IYR Top Holdings

Return vs. Risk

Price Returns Compared

Sharpe Ratios Compared

How Low Can It Go

In The Past

Preserve Wealth

Asset Allocation

In The Past

Preserve Wealth

Asset Allocation

IYR Dip Buy History

Current Dip Buy Opportunities Across ETFs

Set Alerts and Notifications

Stay Informed

Trade & Investment Ideas

Wealth

Alert Me Periodically

Inform Me Once

About IYR

Latest Trefis Analyses

Recent Active Movers

Top Gainers

Top Losers

Top Gainers

Top Losers

Top Gainers

Top Losers

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