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IYR vs RSPR
Which ETF would AI Choose? iShares U.S. Real Estate ETF (IYR) vs. Invesco S&P 500 Equal Weight Real Estate ETF (RSPR)
Key Takeaways
- IYR and RSPR both offer U.S. real estate exposure, but IYR is market-cap-weighted while RSPR equal-weights its constituents, producing meaningfully different risk profiles.
- IYR holds roughly 60 names with significant concentration in mega-cap REITs (real estate investment trusts), whereas RSPR holds about 30 stocks at near-equal weights.
- IYR carries a 0.37% expense ratio versus 0.40% for RSPR, a modest but persistent cost advantage.
- Liquidity differs sharply: IYR has billions in AUM (assets under management) and deep daily volume, while RSPR is a far smaller, less-liquid vehicle.
- Tickeron AI Verdict: IYR is the favored choice, reflecting its superior liquidity, lower cost, broader diversification, and more established structural profile.
Introduction
Real estate is among the most interest-rate-sensitive corners of the equity market, making sector selection especially consequential in the current environment. IYR and RSPR are two of the most recognizable vehicles for U.S. property exposure, yet they pursue the same theme through opposite weighting philosophies. One is a long-standing, market-cap-weighted index fund dominated by large-cap landlords; the other equal-weights a narrower slice of the S&P 500 real estate sector. Comparing them helps investors decide whether concentrated, liquidity-rich exposure or a more balanced, equal-weight tilt better suits their objectives.
iShares U.S. Real Estate ETF (IYR) Overview
Launched in June 2000 and managed by BlackRock, IYR is a passively managed exchange-traded fund (ETF) that seeks to track the Dow Jones U.S. Real Estate Capped Index. The fund holds roughly 60 to 62 securities spanning REITs and real estate operating companies across the United States. Its market-cap-weighted design means the largest constituents dominate returns. Top holdings include WELL (Welltower), PLD (Prologis), AMT (American Tower), SPG (Simon Property Group), EQIX (Equinix), and DLR (Digital Realty). By sub-sector, healthcare REITs, retail REITs, industrial REITs, telecom tower REITs, and data center REITs carry the largest weights. The fund charges a 0.37% expense ratio and distributes income quarterly.
Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) Overview
Incepted in August 2015, RSPR tracks the S&P 500 Equal Weight Real Estate Index, which assigns a roughly equal weight to each of the real estate sector members of the S&P 500 as defined by the GICS (Global Industry Classification Standard) framework. The fund holds about 30 securities and rebalances quarterly to restore equal weighting. Because no single name dominates, top holdings such as CCI (Crown Castle), HST (Host Hotels & Resorts), CSGP (CoStar Group), CBRE (CBRE Group), and EQIX (Equinix) each represent only a low-single-digit share of the portfolio. Its sub-sector mix skews toward multifamily residential, retail, and healthcare REITs. RSPR carries a 0.40% expense ratio.
Industry and Thematic Backdrop
Both funds sit squarely in the U.S. real estate sector, where performance is heavily shaped by interest-rate expectations, the cost and availability of capital, and property-level fundamentals. Lower long-term yields tend to support REIT valuations by reducing borrowing costs and improving dividend competitiveness, while rising rates pressure the group. Structural demand for data centers, telecom towers, and logistics assets has buoyed specialized REITs in recent market cycles, whereas office and certain retail segments have faced slower recoveries. Investors evaluating this space should weigh occupancy trends, rent growth, and refinancing risk alongside macro policy shifts.
Performance and Positioning Comparison
In recent market cycles, the two funds have diverged in ways that reflect their construction rather than the underlying sector. IYR's market-cap weighting concentrates exposure in mega-cap, higher-quality names, which has historically tempered drawdowns but also limits the influence of smaller, faster-moving constituents. RSPR's equal-weight approach dilutes the mega-cap giants and elevates mid-sized REITs, producing a different tilt toward segments such as multifamily residential and real estate services. On a relative-positioning basis, IYR generally offers steadier liquidity and tighter tracking, while RSPR can exhibit greater dispersion during sector rotations.
AI Screener
Tickeron's AI Screener is an AI-powered stock and ETF discovery tool that helps traders and investors filter the market based on technical patterns, fundamentals, trends, volatility, and AI-driven signals. Users can scan thousands of stocks and ETFs using customizable filters such as industry, market capitalization, technical indicators, price patterns, and performance metrics. The screener is designed to surface trade ideas, trending names, breakout candidates, and market opportunities more efficiently than manual screening. Explore the AI Screener to refine your own sector research and identify candidates that match your criteria.
Tickeron AI Verdict
On balance, Tickeron's AI would favor IYR. The fund combines a marginally lower expense ratio, far deeper liquidity, a longer operating track record, and a broader, more established index with exposure across more than twice as many holdings as RSPR. While RSPR's equal-weight design offers a purer, less-concentrated bet on the sector's mid-cap names, its smaller AUM and thinner trading volume introduce structural friction that can weigh on execution. In a probabilistic assessment weighting cost efficiency, diversification, trend consistency, and risk exposure, IYR presents the more compelling structural profile for most investors seeking U.S. real estate exposure.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IYR is a Buy and RSPR is a Hold.
IYR's MACD Histogram crosses above signal line
The Moving Average Convergence Divergence (MACD) for IYR turned positive on October 09, 2026. Looking at past instances where IYR's MACD turned positive, the stock continued to rise in 40 of 47 cases over the following month. The odds of a continued upward trend are 85%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 12, 2026. You may want to consider a long position or call options on IYR as a result. In 69 of 84 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 82%.
IYR moved above its 50-day moving average on October 29, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for IYR crossed bullishly above the 50-day moving average on November 02, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 14 of 18 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 78%.
Following a +1.44% 3-day Advance, the price is estimated to grow further. Considering data from situations where IYR advanced for three days, in 255 of 309 cases, the price rose further within the following month. The odds of a continued upward trend are 83%.
The Aroon Indicator entered an Uptrend today. In 224 of 298 cases where IYR Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 75%.
Bearish Trend Analysis
The 10-day RSI Indicator for IYR moved out of overbought territory on November 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 28 similar instances where the indicator moved out of overbought territory. In 26 of the 28 cases, the stock moved lower in the following days. This puts the odds of a move lower at 90%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 6 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for IYR moved below the 200-day moving average on October 22, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where IYR declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 85%.
IYR broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
RSPR in upward trend: 10-day moving average moved above 50-day moving average on November 02, 2026
The 10-day moving average for RSPR crossed bullishly above the 50-day moving average on November 02, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 15 of 17 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 88%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 12, 2026. You may want to consider a long position or call options on RSPR as a result. In 70 of 86 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 81%.
The Moving Average Convergence Divergence (MACD) for RSPR just turned positive on October 09, 2026. Looking at past instances where RSPR's MACD turned positive, the stock continued to rise in 40 of 46 cases over the following month. The odds of a continued upward trend are 87%.
RSPR moved above its 50-day moving average on October 29, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +1.49% 3-day Advance, the price is estimated to grow further. Considering data from situations where RSPR advanced for three days, in 249 of 303 cases, the price rose further within the following month. The odds of a continued upward trend are 82%.
The Aroon Indicator entered an Uptrend today. In 219 of 280 cases where RSPR Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 78%.
Bearish Trend Analysis
The 10-day RSI Indicator for RSPR moved out of overbought territory on November 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 27 similar instances where the indicator moved out of overbought territory. In 25 of the 27 cases, the stock moved lower in the following days. This puts the odds of a move lower at 90%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 6 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for RSPR moved below the 200-day moving average on October 14, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where RSPR declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 84%.
RSPR broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
| IYR | RSPR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 77% | 2 days ago 81% |
| Momentum ODDS (%) | 2 days ago 82% | 2 days ago 81% |
| MACD ODDS (%) | 2 days ago 85% | 2 days ago 87% |
| TrendWeek ODDS (%) | 2 days ago 82% | 2 days ago 82% |
| TrendMonth ODDS (%) | 2 days ago 79% | 2 days ago 80% |
| Advances ODDS (%) | 10 days ago 83% | 10 days ago 82% |
| Declines ODDS (%) | 6 days ago 85% | 6 days ago 84% |
| BollingerBands ODDS (%) | 2 days ago 83% | 2 days ago 88% |
| Aroon ODDS (%) | 2 days ago 75% | 2 days ago 78% |
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IYR and
Correlation & Price change
A.I.dvisor indicates that over the last year, IYR has been closely correlated with CUBE. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if IYR jumps, then CUBE could also see price increases.
RSPR and
Correlation & Price change
A.I.dvisor indicates that over the last year, RSPR has been closely correlated with EXR. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if RSPR jumps, then EXR could also see price increases.
| Ticker / NAME | Correlation To RSPR | 1D Price Change % | ||
|---|---|---|---|---|
| RSPR | 100% | -0.41% | ||
| EXR - RSPR | 76% Closely correlated | -0.76% | ||
| MAA - RSPR | 75% Closely correlated | -0.45% | ||
| CPT - RSPR | 74% Closely correlated | -0.39% | ||
| KIM - RSPR | 74% Closely correlated | -0.39% | ||
| UDR - RSPR | 73% Closely correlated | -0.14% | ||
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