IYR: iShares U.S. Real Estate ETF

What does IYR hold?#

This fund owns US real estate companies, such as owners of shopping centers, warehouses, apartments, data centers and cell towers. Many of them pay out most of their profits as income. Their prices can fall when interest rates rise.

It tracks the Dow Jones U.S. Real Estate Capped Index. It had 58 holdings as of October 15, 2026, according to iShares (BlackRock).

What is the IYR expense ratio?#

IYR charges 0.37% a year. An expense ratio is the yearly fee a fund takes to run itself. On $10,000, a 0.37% fee comes to about $37 a year.

You never get a bill for it. The fund takes the fee out of its own value a little each day.

How has IYR done since 2000?#

From June 2000 to October 2026, IYR returned about 8.1% a year. Say you put in $10,000 at the start. It would have been worth about $76,900 at the end, with every dividend reinvested.

Prices through October 16, 2026. Figures use daily closing prices adjusted for splits, with dividends reinvested. They do not include taxes or the cost of buying and selling. Past results do not tell you what will happen next.

IYR returns by year#

What was IYR’s worst drop?#

A drawdown is how far a fund falls from its last high point. IYR’s worst fall was −74.1%, from February 7, 2007 to March 6, 2009. It got back to that high on April 10, 2013.

The chart shows how far below its last high the fund was on each day. Big drops are normal for some funds. They matter because selling during a drop locks in the loss.

Which Tactfolio strategies hold IYR?#

No classic strategy holds IYR yet. You can add it to your own rules in the builder and see how they would have done.

How does IYR compare with similar ETFs?#

Funds that can stand in for IYR:

• SCHH: Schwab U.S. REIT ETF, 0.07% a year
• XLRE: State Street Real Estate Select Sector SPDR ETF, 0.08% a year
• VNQ: Vanguard Real Estate ETF, 0.13% a year
• RWO: State Street SPDR Dow Jones Global Real Estate ETF, 0.5% a year

See all 7 IYR alternatives, compared on the same dates as IYR.

Test IYR in your own rules#

Tactfolio is a platform where you build rules-based investing strategies, backtest them on decades of real prices, share them, and run them automatically in your own Alpaca account. Open the builder, add IYR, and see how a rule such as “hold it only above its 200-day average” would have done. Strategies run on daily prices and hold US stocks and ETFs only.

The details#

Prices come from Tactfolio’s stored daily prices for IYR. Each close is adjusted for splits, and dividends are reinvested on the day the fund pays them out. CAGR is the steady yearly return that turns the starting value into the ending value. Volatility is the yearly standard deviation of daily returns.

Fund facts come from iShares (BlackRock). We checked them on October 17, 2026. Read what a backtest simulates and how to read drawdown and CAGR for more on these measures.