IYRI ETF Analysis: NEOS Trust NEOS Real Estate | BATS
Derivative Income | BATS, USA | Market Cap: 304m USD | 12M Return: 11.5% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 3.54M
Warnings
Tailwinds
No distinct edge detected
Seasonality 1.4 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The NEOS Real Estate ETF (IYRI) is an actively-managed, non-diversified ETF that invests at least 80% of its net assets in securities of U.S. real estate companies, as defined by membership in the Dow Jones U.S. Real Estate Capped Index. To generate high monthly income, the fund employs a covered call strategy, primarily writing call options on ETFs that track the same underlying index. This options overlay allows the fund to collect option premiums as a source of income in addition to the underlying securities returns.
The Dow Jones U.S. Real Estate Capped Index is a float-adjusted, market-cap-weighted benchmark of U.S. real estate-related equities, including REITs and similar companies, with constituent weights capped to limit concentration. Covered call strategies like the one used by IYRI trade away some upside participation in exchange for premium income, making them suited for income-oriented investors rather than those seeking maximum capital appreciation.
- Fed rate cuts lift REIT yields and valuations
- Covered call premiums depend on market volatility levels
- Competition intensifies from high-yield income ETFs
As of July 28, 2026, the stock is trading at USD 50.29 with a total of 67,833 shares traded. Over the past week, the price has changed by +0.81%, over one month by +2.08%, over three months by +5.26% and over the past year by +11.49%.
Current recommended Stop Loss: 49.40 (which is 1.8% or 1.7 ATR below the current price).
NEOS Trust NEOS Real Estate has no consensus analysts rating.