ETF comparison
IYRvsUSRT
Both Real Estate.
Holdings overlap
48 positions appear in both funds. Buying equal dollars of IYR and USRT would leave roughly77.9%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
USRT is 29 bps cheaper than IYR. On a $100,000 position that's about $290/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 thecost calculator pre-filled with IYR vs USRT.
Top shared holdings
48 shared in total| # | Holding | In IYR | In USRT | Overlap |
|---|---|---|---|---|
| 1 | WELLTOWER INC. | 10.82% | 8.31% | 8.31% |
| 2 | PROLOGIS, INC. | 8.72% | 7.52% | 7.52% |
| 3 | EQUINIX, INC. | 4.55% | 6.44% | 4.55% |
| 4 | SIMON PROPERTY GROUP, INC. | 4.77% | 4.40% | 4.40% |
| 5 | DIGITAL REALTY TRUST, INC. | 4.38% | 4.46% | 4.38% |
| 6 | REALTY INCOME CORPORATION | 4.27% | 4.18% | 4.18% |
| 7 | PUBLIC STORAGE. | 3.72% | 3.96% | 3.72% |
| 8 | VENTAS, INC. | 3.19% | 3.55% | 3.19% |
| 9 | IRON MOUNTAIN INCORPORATED | 2.78% | 3.19% | 2.78% |
| 10 | EXTRA SPACE STORAGE INC. | 2.27% | 2.60% | 2.27% |
| 11 | VICI PROPERTIES INC. | 2.14% | 2.73% | 2.14% |
| 12 | AVALONBAY COMMUNITIES, INC. | 1.94% | 2.24% | 1.94% |
Only in IYR
13 total- AMERICAN TOWER CORPORATION3.85%
- CBRE GROUP, INC.2.91%
- CROWN CASTLE INC.2.44%
- SBA COMMUNICATIONS CORPORATION1.38%
- WEYERHAEUSER COMPANY1.28%
- ANNALY CAPITAL MANAGEMENT, INC.1.21%
- JONES LANG LASALLE INCORPORATED1.06%
- AGNC INVESTMENT CORP.0.92%
- COSTAR GROUP, INC.0.85%
- STARWOOD PROPERTY TRUST, INC.0.42%
Only in USRT
79 total- AMERICAN HEALTHCARE REIT INC0.77%
- CARETRUST REIT INC0.76%
- TERRENO REALTY CORP0.57%
- RYMAN HOSPITALITY PROPERTIES INC0.55%
- ESSENTIAL PROPERTIES REALTY TRUST INC0.53%
- KITE REALTY GROUP TRUST0.49%
- MACERICH COMPANY (THE)0.48%
- PHILLIPS EDISON & COMPANY INC0.43%
- OUTFRONT MEDIA INC0.39%
- TANGER INC0.36%
Open IYR or USRT 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 methodologyand 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.