Real Estate Dow Jones

ISHARES DOW JONES US REAL EST ETF

IYR_CFD.ETF

Daily

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Weekly

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Yearly

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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.

ETF name

IYR_CFD.ETF

Market

Stocks

Costs

0.07 %

Real Estate Dow Jones

ISHARES DOW JONES US REAL EST ETF

IYR_CFD.ETF

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.

Portfolio composition (TOP 10)

01.12.2021
American Tower Corporation
Prologis, Inc.
Crown Castle International Corp
Equinix, Inc.
Digital Realty Trust, Inc.
SBA Communications Corp. Class A
Public Storage
CoStar Group, Inc.
Welltower, Inc.
Alexandria Real Estate Equities, Inc.

Instrument specification in OANDA TMS Brokers

Name
IYR_CFD.ETF
Description
ISHARES DOW JONES US REAL EST ETF
Type
ETF
Contract size / 1 lot
Price * 1 USD
Value of 1 pip
0.01
Minimal step
0.01
Short sale
YES
Distance SL and TP
0
Minimum order value
1
Maximum order value
190
Transaction Step
1
Trading Hours
monday-friday 15:35-22:00
Deposit required
20%
Financial leverage
5:1
Long swap (daily)
-0.02308%
Short Swap (daily)
0.00086%
3-day swap (date)
5
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