IYR iShares U.S. Real Estate ETF vs SPY

iyr_etf

Growth of Hypothetical $10,000 IYR vs SPY. No dividend reinvesting, no rebalancing. The time period was constrained by the available data for iShares US Real Estate ETF (IYR) Jul 2000 - Dec 2020.

The IYR seeks to track the investment results of the Dow Jones U.S. Real Estate Index.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. The underlying fund measures the performance of the real estate sector of the U.S. equity market and may include large-, mid- or small-capitalization companies.

On November 24, 2020, iShares filed to change the underlying index for the iShares U.S. Real Estate ETF (NYSE Arca: IYR). Beginning on or around January 25, 2021, the fund will seek to track a new underlying index, the Dow Jones U.S. Real Estate Capped Index, and will cease to track the Dow Jones U.S. Real Estate Index.

Dow Jones U.S. Real Estate Capped Index - S&P is designed to track the performance of real estate investment trusts (REITs) and other companies that invest directly or indirectly in real estate through development, management, or ownership, including property agencies, with a cap applied to ensure diversification among companies within the index.

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