ETF comparison
IYR vs RWR
Both Real Estate.
iShares U.S. Real Estate ETF · State Street SPDR Dow Jones REIT ETF
Holdings overlap
41 positions appear in both funds. Buying equal dollars of IYR and RWR would leave roughly 74.0% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
RWR is 12 bps cheaper than IYR. On a $100,000 position that's about $120/yr more in fees for IYR.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IYR vs RWR.
Top shared holdings
41 shared in total| # | Holding | In IYR | In RWR | Overlap |
|---|---|---|---|---|
| 1 | WELLTOWER INC. | 10.82% | 10.57% | 10.57% |
| 2 | PROLOGIS, INC. | 8.72% | 9.15% | 8.72% |
| 3 | SIMON PROPERTY GROUP, INC. | 4.77% | 4.66% | 4.66% |
| 4 | EQUINIX, INC. | 4.55% | 4.45% | 4.45% |
| 5 | DIGITAL REALTY TRUST, INC. | 4.38% | 4.40% | 4.38% |
| 6 | REALTY INCOME CORPORATION | 4.27% | 4.42% | 4.27% |
| 7 | PUBLIC STORAGE. | 3.72% | 4.36% | 3.72% |
| 8 | VENTAS, INC. | 3.19% | 4.06% | 3.19% |
| 9 | EXTRA SPACE STORAGE INC. | 2.27% | 2.88% | 2.27% |
| 10 | AVALONBAY COMMUNITIES, INC. | 1.94% | 2.46% | 1.94% |
| 11 | EQUITY RESIDENTIAL | 1.71% | 2.18% | 1.71% |
| 12 | ESSEX PROPERTY TRUST, INC. | 1.38% | 1.76% | 1.38% |
Only in IYR
20 total- AMERICAN TOWER CORPORATION 3.85%
- CBRE GROUP, INC. 2.91%
- IRON MOUNTAIN INCORPORATED 2.78%
- CROWN CASTLE INC. 2.44%
- VICI PROPERTIES INC. 2.14%
- SBA COMMUNICATIONS CORPORATION 1.38%
- WEYERHAEUSER COMPANY 1.28%
- ANNALY CAPITAL MANAGEMENT, INC. 1.21%
- JONES LANG LASALLE INCORPORATED 1.06%
- LAMAR ADVERTISING COMPANY 1.00%
Only in RWR
58 total- American Healthcare REIT Inc 0.94%
- CareTrust REIT Inc 0.90%
- Ryman Hospitality Properties Inc 0.76%
- Macerich Co/The 0.67%
- Terreno Realty Corp 0.65%
- Essential Properties Realty Trust Inc 0.61%
- Kite Realty Group Trust 0.54%
- Phillips Edison & Co Inc 0.49%
- Tanger Inc 0.43%
- EPR Properties 0.42%
Related comparisons
More comparisons with IYR
- IYR vs VNQ · Vanguard Real Estate Index Fund ETF Shares 73.8%
- IYR vs REZ · iShares Residential and Multisector Real Estate ETF 36.2%
- IYR vs SCHH · Schwab U.S. REIT ETF 86.4%
- IYR vs FREL · Fidelity MSCI Real Estate Index ETF 86.4%
- IYR vs XLRE · State Street Real Estate Select Sector SPDR ETF 80.0%
- IYR vs USRT · iShares Core U.S. REIT ETF 79.1%
More comparisons with RWR
- RWR vs XLRE · State Street Real Estate Select Sector SPDR ETF 68.4%
- RWR vs VNQ · Vanguard Real Estate Index Fund ETF Shares 64.7%
- RWR vs REZ · iShares Residential and Multisector Real Estate ETF 46.0%
- RWR vs USRT · iShares Core U.S. REIT ETF 88.2%
- RWR vs SCHH · Schwab U.S. REIT ETF 80.5%
- RWR vs FREL · Fidelity MSCI Real Estate Index ETF 75.9%
Percentages are holdings overlap with the named fund.
Open IYR or RWR at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.