Both ICF and IYR are ETFs. ICF has a higher 5-year return than IYR (2.73% vs 2.47%). ICF has a lower expense ratio than IYR (0.33% vs 0.4%). Below is the comparison between ICF and IYR.
| ICF | IYR | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 20 | 20 |
| Category | Real Estate | Real Estate |
| Family | BlackRock | BlackRock |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.33% | 0.40% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 2.76% | 2.96% |
| Underlying Index | Cohen & Steers Realty Majors Index | Dow Jones U.S. Real Estate Index |
| YTD Return | -4.47% | -3.17% |
| 1-Year Return | -7.01% | -5.33% |
| 3-Year Return | 3.39% | 3.42% |
| 5-Year Return | 2.73% | 2.47% |
| 10-Year Return | 5.79% | 5.57% |
ICF
ICF description
iShares Trust - iShares Cohen & Steers REIT ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across mortgage real estate investment trusts (reits), financials, diversified financials, equity real estate investment trusts (reits) sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the Cohen & Steers Realty Majors Index, by using representative sampling technique. iShares Trust - iShares Cohen & Steers REIT ETF was formed on January 29, 2001 and is domiciled in the United States.
ICF performance & returns
| YTD Return | -4.47% |
| 1-Month Return | -1.93% |
| 3-Month Return | -4.58% |
| 1-Year Return | -7.01% |
| 3-Year Return | 3.39% |
| 5-Year Return | 2.73% |
| 10-Year Return | 5.79% |
ICF holdings
Top 10 Holdings (60.54% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Equinix Inc | EQIX | 8.29% |
| Prologis Inc | PLD | 8.17% |
| American Tower Corp | AMT | 7.89% |
| Public Storage | PSA | 5.81% |
| Crown Castle Inc | CCI | 5.79% |
| Welltower Inc | WELL | 5.47% |
| Digital Realty Trust Inc | DLR | 5.10% |
| Realty Income Corp | O | 5.01% |
| Simon Property Group Inc | SPG | 4.93% |
| VICI Properties Inc Ordinary Shares | VICI | 4.11% |
ICF pros
The following are ICF strengths from our perspective:
- ICF 15-year return is 4.72%, which is higher than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.
ICF cons
The following are ICF weaknesses from our perspective:
- ICF net assets are $0.00 million. This fund is not a popular choice with retail investors.
- ICF 3-year return is 3.39%, which is lower than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
- ICF 5-year return is 2.73%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- ICF 10-year return is 5.79%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
Other relevant ICF comparisons
You may also want to check out the following ICF comparisons that investors often look for on Finny
- ICF vs WOOD
- ICF vs EWRE
- ICF vs FREL
- ICF vs FRI
- ICF vs IYR
- ICF vs KBWY
- ICF vs PSR
- ICF vs REZ
- ICF vs ROOF
- ICF vs RORE
- ICF vs RWR
IYR
IYR description
iShares Trust - iShares U.S. Real Estate ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across real estate sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the Dow Jones U.S. Real Estate Capped Index, by using representative sampling technique. iShares Trust - iShares U.S. Real Estate ETF was formed on June 12, 2000 and is domiciled in the United States.
IYR performance & returns
| YTD Return | -3.17% |
| 1-Month Return | -2.09% |
| 3-Month Return | -4.57% |
| 1-Year Return | -5.33% |
| 3-Year Return | 3.42% |
| 5-Year Return | 2.47% |
| 10-Year Return | 5.57% |
IYR holdings
Top 10 Holdings (45.39% of Total Assets)
IYR pros
The following are IYR strengths from our perspective:
- IYR 15-year return is 4.41%, which is in line with the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.
IYR cons
The following are IYR weaknesses from our perspective:
- IYR net assets are $0.00 million. This fund is not a popular choice with retail investors.
- IYR 3-year return is 3.42%, which is lower than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
- IYR 5-year return is 2.47%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- IYR 10-year return is 5.57%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
Other relevant IYR comparisons
You may also want to check out the following IYR comparisons that investors often look for on Finny
- IYR vs VNQ
- IYR vs USRT
- IYR vs XLRE
- IYR vs EWRE
- IYR vs FREL
- IYR vs FRI
- IYR vs ICF
- IYR vs KBWY
- IYR vs PSR
- IYR vs REZ
- IYR vs ROOF
- IYR vs RORE
- IYR vs RWR