IYR vs. IYF ETF Comparison

Comparison of iShares U.S. Real Estate ETF (IYR) to iShares U.S. Financial ETF (IYF)
IYR

iShares U.S. Real Estate ETF

IYR Description

The investment seeks to track the investment results of an index composed of U.S. equities in the real estate sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Real Estate Index (the "underlying index"), which measures the performance of the real estate sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include real estate investment trusts ("REITs").

Grade (RS Rating)

Last Trade

$100.29

Average Daily Volume

5,414,134

Number of Holdings *

64

* may have additional holdings in another (foreign) market
IYF

iShares U.S. Financial ETF

IYF Description The investment seeks to track the investment results of an index composed of U.S. equities in the financial sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Financials Index (the "underlying index"), which measures the performance of the financial sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$117.21

Average Daily Volume

280,997

Number of Holdings *

135

* may have additional holdings in another (foreign) market
Performance
Period IYR IYF
30 Days -0.39% 7.20%
60 Days -1.91% 12.04%
90 Days 1.18% 14.06%
12 Months 24.24% 49.08%
4 Overlapping Holdings
Symbol Grade Weight in IYR Weight in IYF Overlap
AGNC C 0.56% 0.12% 0.12%
NLY C 0.74% 0.17% 0.17%
RITM C 0.42% 0.1% 0.1%
STWD C 0.46% 0.1% 0.1%
IYR Overweight 60 Positions Relative to IYF
Symbol Grade Weight
PLD F 7.78%
AMT C 6.8%
EQIX A 6.31%
WELL A 4.84%
SPG A 4.14%
DLR B 4.14%
PSA C 3.95%
O C 3.69%
CCI C 3.38%
CBRE B 2.94%
EXR C 2.61%
IRM C 2.52%
VICI C 2.48%
AVB B 2.44%
CSGP D 2.19%
VTR B 1.97%
EQR C 1.88%
SBAC D 1.78%
WY F 1.69%
ESS B 1.45%
INVH D 1.44%
MAA B 1.38%
KIM A 1.26%
ARE F 1.23%
SUI C 1.1%
DOC C 1.1%
GLPI C 1.01%
UDR B 1.0%
ELS C 0.99%
CPT B 0.96%
JLL D 0.93%
HST C 0.91%
WPC C 0.91%
REG A 0.9%
AMH C 0.89%
BXP C 0.86%
LAMR C 0.83%
CUBE C 0.82%
Z A 0.82%
OHI C 0.77%
REXR F 0.69%
BRX A 0.65%
FRT B 0.64%
EGP D 0.63%
NNN C 0.58%
ADC A 0.57%
FR D 0.52%
VNO C 0.51%
STAG D 0.5%
HR B 0.48%
COLD D 0.43%
CUZ B 0.35%
SBRA C 0.32%
KRC B 0.31%
RYN D 0.3%
ZG A 0.29%
LINE F 0.28%
PCH F 0.23%
HHH B 0.18%
SEG B 0.02%
IYR Underweight 131 Positions Relative to IYF
Symbol Grade Weight
BRK.A B -11.69%
JPM A -9.82%
BAC A -4.69%
WFC A -4.36%
GS A -3.13%
SPGI C -2.63%
MS A -2.6%
BLK B -2.59%
PGR A -2.5%
C A -2.2%
BX A -2.14%
SCHW B -2.01%
CB C -1.95%
MMC B -1.83%
KKR A -1.69%
ICE C -1.48%
APO B -1.43%
PNC B -1.38%
CME B -1.35%
USB A -1.3%
MCO B -1.25%
AON A -1.24%
AJG A -1.07%
AFL B -1.04%
TFC A -1.04%
COIN C -1.01%
TRV B -1.0%
BK A -0.97%
AMP A -0.94%
ALL A -0.86%
MET A -0.82%
AIG B -0.82%
PRU A -0.77%
MSCI C -0.76%
DFS B -0.74%
ACGL C -0.61%
MTB A -0.6%
HIG B -0.58%
FITB B -0.54%
NDAQ A -0.54%
WTW B -0.53%
RJF A -0.51%
ARES A -0.51%
STT B -0.48%
FCNCA A -0.45%
BR A -0.45%
TROW B -0.44%
BRO B -0.44%
HBAN A -0.43%
RF A -0.41%
CINF A -0.39%
LPLA A -0.39%
MKL A -0.37%
NTRS A -0.36%
HOOD B -0.36%
CFG B -0.35%
CBOE C -0.35%
PFG D -0.33%
IBKR A -0.32%
FDS B -0.31%
KEY B -0.3%
WRB A -0.3%
EG C -0.27%
L A -0.26%
RGA A -0.26%
FNF B -0.25%
TW A -0.25%
SOFI B -0.24%
EWBC A -0.24%
JEF A -0.22%
RNR C -0.22%
UNM A -0.21%
SF B -0.2%
EQH C -0.2%
CG B -0.19%
FHN A -0.19%
AIZ A -0.19%
OWL A -0.19%
WBS A -0.18%
PRI B -0.18%
EVR B -0.18%
ALLY C -0.17%
GL C -0.17%
AFG A -0.17%
KNSL B -0.17%
PNFP B -0.16%
ORI A -0.16%
HLI A -0.16%
MKTX D -0.16%
WAL B -0.16%
WTFC A -0.15%
MORN B -0.15%
CFR B -0.14%
VOYA B -0.14%
SNV C -0.14%
CMA B -0.14%
CBSH B -0.14%
ZION B -0.14%
RYAN A -0.13%
SEIC B -0.13%
AXS A -0.12%
BPOP C -0.12%
RLI A -0.12%
PB B -0.12%
MTG C -0.11%
BEN C -0.11%
COLB B -0.11%
OMF A -0.11%
FAF A -0.11%
IVZ B -0.11%
TPG A -0.1%
THG A -0.1%
AMG B -0.1%
JHG B -0.1%
FNB A -0.1%
LAZ B -0.1%
WTM A -0.09%
OZK B -0.09%
SLM A -0.09%
KMPR A -0.08%
AGO B -0.08%
LNC C -0.07%
BHF C -0.06%
FHB B -0.06%
CACC D -0.05%
VIRT A -0.05%
BOKF B -0.04%
RKT F -0.03%
CNA C -0.02%
UWMC D -0.01%
TFSL A -0.01%
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