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NYSE Arca · Real Estate · USD · ETF

iShares U.S. Real Estate ETF (IYR) ETF Analysis

IYR
Expense ratio 0.37% Yield 2.51% Assets $4.16B Since June 12, 2000 Family iShares

Last Updated: October 21, 2026

$97.07
−$0.93 (−0.95%)

October 21, 2026 · Market close

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Price History

Hover for the daily close. The dotted line marks the period open.

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IYR Annualized Returns

PeriodAnnualized$100 becomes
1 year+1.87%$101.87
3 years+11.79%$139.72
5 years+0.25%$101.25
10 years+5.23%$166.52

Returns are total returns computed from daily closes, with dividends reinvested. As of October 21, 2026.

IYR Return by Calendar Year

2016 and 2026 are partial years

View as table ↓View as chart ↑
YearReturn
2026 (partial year)+4.96%
2025+3.38%
2024+4.41%
2023+11.89%
2022−25.51%
2021+38.74%
2020−5.23%
2019+28.21%
2018−4.33%
2017+9.31%
2016 (partial year)−6.37%

IYR Monthly Returns

−20%+13%
YearJanFebMarAprMayJunJulAugSepOctNovDec
2026+2.5+5.3−6.4+8.5−1.2+1.3+2.8−2.3−6.7+2.1——
2025+1.9+3.8−2.3−2.2+0.9+0.8+0.1+2.9+0.1−2.5+2.4−2.2
2024−5.1+2.1+1.9−8.1+4.9+1.9+7.6+5.4+3.1−3.5+4.1−8.3
2023+10.0−6.0−1.9+0.9−4.0+5.7+1.7−3.1−7.4−3.6+12.3+9.0
2022−8.2−4.6+6.9−4.1−4.4−6.9+8.9−5.9−12.7+3.2+6.2−4.7
2021−0.4+2.4+5.8+7.9+1.0+2.3+4.7+1.9−5.6+7.3−2.4+9.5
2020+1.6−7.6−19.6+9.3+1.8+2.5+4.1+0.2−2.3−2.9+8.6+2.5
2019+11.5+0.7+4.2−0.0−0.1+1.3+2.4+3.4+1.9+0.8−1.1+0.9
2018−3.0−6.7+3.8+0.2+3.4+4.1+0.8+2.4−2.9−2.4+4.7−7.8
2017+0.1+4.4−1.5+0.6−0.1+2.1+1.1+0.7−0.8+0.1+2.6−0.1

Monthly total returns with dividends reinvested; each cell prints its signed value.

IYR Volatility & Risk

Volatility: 10 yrs · Beta: 3 yrs
Annualized volatility
20.34%
Beta (3y)
0.98
Best year
+38.74%

2021

Worst year
−25.51%

2022

Volatility is the annualized standard deviation of daily returns. As of October 21, 2026.

Recent News

News provided by third-party sources. Not financial advice.

Top Holdings

# Symbol Name Weight
1 WELL Welltower Inc 10.29%
2 PLD Prologis Inc 9.26%
3 EQIX Equinix Inc 4.76%
4 DLR Digital Realty Trust Inc 4.58%
5 SPG Simon Property Group Inc 4.58%
6 AMT American Tower Corp 4.54%
7 O Realty Income Corp 4.12%
8 PSA Public Storage 3.82%
9 VMRK Vivmark Residential 3.51%
10 VTR Ventas Inc 3.5%

Analysis

Data-derived

Fund Overview

iShares U.S. Real Estate ETF trades as IYR and is categorised as Real Estate. The fund is issued by iShares. It has been trading since June 12, 2000. The fund holds $4.16B in total net assets. The expense ratio is 0.37%. On a $10,000 position that is $37.00 a year.

Its biggest positions are Welltower Inc (WELL), Prologis Inc (PLD), and Equinix Inc (EQIX). Welltower Inc alone accounts for 10.29% of the portfolio. The ten largest positions together make up 52.97% of the fund.

Performance Analysis

The most recent close on file for IYR is $97.07, dated October 21, 2026. The trailing one-year total return is +1.87%. Measured over 10 years, that is +5.23% a year compounded. The trailing distribution yield is 2.51%.

The strongest complete calendar year on file is 2021 at +38.74%; the weakest is 2022 at −25.51%. Of the 9 complete calendar years on file, 6 finished higher. 2026 is still running; the total return is +4.96% year to date.

Price & Risk Profile

Annualized volatility over the trailing 10 years is 20.34%. The reported beta is 0.98. The 52-week range on file runs from $92.45 to $108.17. The latest close sits 5% above that 52-week low. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.

Every figure above is read from this page's own data on each daily rebuild. Informational only, not financial advice. As of October 21, 2026.

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