Iq Us Real Etf Profile
ROOF Etf | USD 19.29 0.07 0.36% |
Performance0 of 100
| Odds Of DistressLess than 9
|
IQ US is trading at 19.29 as of the 18th of March 2024. This is a -0.36 percent decrease since the beginning of the trading day. The etf's lowest day price was 19.29. IQ US has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for IQ US Real are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of September 2022 and ending today, the 18th of March 2024. Click here to learn more.
The index is a rules-based, modified capitalization weighted, float adjusted index. IQ US is traded on NYSEARCA Exchange in the United States. More on IQ US Real
Moving together with ROOF Etf
0.83 | VNQ | Vanguard Real Estate | PairCorr |
0.78 | XLRE | Real Estate Sell-off Trend | PairCorr |
0.84 | IYR | IShares US Real Sell-off Trend | PairCorr |
0.93 | ICF | IShares Cohen Steers | PairCorr |
Moving against ROOF Etf
0.7 | SGG | Barclays Capital | PairCorr |
0.46 | USD | ProShares Ultra Semi | PairCorr |
ROOF Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IQ US's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IQ US or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas | (View all Themes) |
Business Concentration | Sector ETFs, Real Estate ETFs, Real Estate, IndexIQ (View all Sectors) |
Issuer | IndexIQ |
Inception Date | 2011-06-14 |
Benchmark | IQ CBRE NextGen Real Estate Index |
Entity Type | Regulated Investment Company |
Asset Under Management | 147.99 Million |
Average Trading Valume | 5,464.8 |
Asset Type | Equity |
Category | Sector |
Focus | Real Estate |
Market Concentration | Blended Development |
Region | Global |
Administrator | The Bank of New York Mellon Corporation |
Advisor | IndexIQ Advisors LLC |
Custodian | The Bank of New York Mellon Corporation |
Distributor | ALPS Distributors, Inc. |
Portfolio Manager | Greg Barrato, James Harrison |
Transfer Agent | The Bank of New York Mellon Corporation |
Fiscal Year End | 30-Apr |
Exchange | NYSE Arca, Inc. |
Number of Constituents | 99.0 |
Market Maker | GTS |
Total Expense | 0.61 |
Management Fee | 0.6 |
Country Name | USA |
Returns Y T D | (4.81) |
Name | IQ U.S. Real Estate Small Cap ETF |
Currency Code | USD |
Open Figi | BBG001QZDP10 |
In Threey Volatility | 21.35 |
1y Volatility | 19.89 |
200 Day M A | 19.0514 |
50 Day M A | 19.5042 |
Code | ROOF |
Updated At | 17th of March 2024 |
Currency Name | US Dollar |
IQ US Real [ROOF] is traded in USA and was established 2011-06-14. The fund is listed under Real Estate category and is part of IndexIQ family. The entity is thematically classified as Sector ETFs. IQ US Real at this time have 28.61 M in assets. , while the total return for the last 3 years was -5.3%.
Check IQ US Probability Of Bankruptcy
Geographic Allocation (%)
IQ US Real Currency Exposure
IQ US Real holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IQ US will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in IQ US Real.
Top IQ US Real Etf Constituents
SKT | Tanger Factory Outlet | Stock | Real Estate |
FR | First Industrial Realty | Stock | Real Estate |
IIPR | Innovative Industrial Properties | Stock | Real Estate |
AKR | Acadia Realty Trust | Stock | Real Estate |
EDR | Endeavor Group Holdings | Stock | Communication Services |
CUZ | Cousins Properties Incorporated | Stock | Real Estate |
RHP | Ryman Hospitality Properties | Stock | Real Estate |
IQ US Target Price Odds Analysis
In reference to a normal probability distribution, the odds of IQ US jumping above the current price in 90 days from now is about 74.25%. The IQ US Real probability density function shows the probability of IQ US etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days IQ US Real has a beta of -0.1878 indicating as returns on benchmark increase, returns on holding IQ US are expected to decrease at a much lower rate. During the bear market, however, IQ US Real is likely to outperform the market. Additionally, the company has an alpha of 0.0259, implying that it can generate a 0.0259 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of IQ US to move above the current price in 90 days from now is about 74.25 (This IQ US Real probability density function shows the probability of ROOF Etf to fall within a particular range of prices over 90 days) .
IQ US Top Holders
DALT | Anfield Capital Diversified | Etf | Multistrategy |
IQ US Real Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. IQ US market risk premium is the additional return an investor will receive from holding IQ US long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IQ US. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IQ US's alpha and beta are two of the key measurements used to evaluate IQ US's performance over the market, the standard measures of volatility play an important role as well.
Risk Adjusted Performance | 0.0105 | |||
Jensen Alpha | 0.0259 | |||
Total Risk Alpha | (0.22) | |||
Sortino Ratio | (0.13) |
IQ US Against Markets
Picking the right benchmark for IQ US etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IQ US etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IQ US is critical whether you are bullish or bearish towards IQ US Real at a given time. Please also check how IQ US's historical prices are related to one of the top price index indicators.
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All Next | Launch Module |
How to buy ROOF Etf?
Before investing in IQ US, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IQ US. To buy IQ US etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of IQ US. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase IQ US etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located IQ US Real etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased IQ US Real etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as IQ US Real, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy ROOF Etf please use our How to Invest in IQ US guide.
Already Invested in IQ US Real?
The danger of trading IQ US Real is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IQ US is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IQ US. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile IQ US Real is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether IQ US Real is a strong investment it is important to analyze IQ US's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IQ US's future performance. For an informed investment choice regarding ROOF Etf, refer to the following important reports: Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in IQ US Real. Also, note that the market value of any ETF could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
Complementary Tools for ROOF Etf analysis
When running IQ US's price analysis, check to measure IQ US's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IQ US is operating at the current time. Most of IQ US's value examination focuses on studying past and present price action to predict the probability of IQ US's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IQ US's price. Additionally, you may evaluate how the addition of IQ US to your portfolios can decrease your overall portfolio volatility.
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The market value of IQ US Real is measured differently than its book value, which is the value of ROOF that is recorded on the company's balance sheet. Investors also form their own opinion of IQ US's value that differs from its market value or its book value, called intrinsic value, which is IQ US's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IQ US's market value can be influenced by many factors that don't directly affect IQ US's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IQ US's value and its price as these two are different measures arrived at by different means. Investors typically determine if IQ US is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IQ US's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.