IYR Real Estate ETF (IYR)

IYR Real Estate ETF — analysis

In the real estate group, IYR Real Estate ETF (IYR) has gathered $203.4B. The cost line is 10 bps per year, the benchmark is Index Benchmark, and the fund has traded since 2022.

On the ValueMarkers VMCI-Composite read, IYR scores 66/100. The score is the weighted average of the underlying VMCI ratings across the top 10 holdings, which together represent roughly 31% of the fund. That places IYR in above-average composite quality territory inside the Real Estate cohort.

IYR compounded at 5.7% per year over the trailing five years, which compares to 6.0% on the benchmark. The -0.3-pp gap captures expense drag plus any active deviation in the strategy.

Trailing yield on IYR is 3.20%, with distributions growing at 0.7% annualized over five years. That combination is the simplest read on whether the fund is structured for current income or distribution growth.

IYR weight stack: top 10 names equal 31%, sector tilt Technology 34%, single-name concentration peaks at AAPL (3.67%). Those three numbers describe the fund's risk shape on a single screen.

Peer ETFs covering the same mandate as IYR: SPY, VOO, VTI. The practical comparison runs on issuer reliability, expense ratio, holdings concentration, and tax efficiency, all of which ValueMarkers surfaces on the individual ETF pages.