ETF comparison
IYR vs USRT
Both Real Estate.
Holdings overlap
48 positions appear in both funds. Buying equal dollars of IYR and USRT would leave roughly 76.2% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
USRT is 30 bps cheaper than IYR. On a $100,000 position that's about $300/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 USRT.
Top shared holdings
48 shared in total| # | Holding | In IYR | In USRT | Overlap |
|---|---|---|---|---|
| 1 | WELLTOWER INC. | 9.96% | 8.31% | 8.31% |
| 2 | PROLOGIS, INC. | 9.18% | 7.52% | 7.52% |
| 3 | EQUINIX, INC. | 4.69% | 6.44% | 4.69% |
| 4 | DIGITAL REALTY TRUST, INC. | 4.63% | 4.46% | 4.46% |
| 5 | SIMON PROPERTY GROUP, INC. | 4.58% | 4.40% | 4.40% |
| 6 | REALTY INCOME CORPORATION | 4.40% | 4.18% | 4.18% |
| 7 | PUBLIC STORAGE. | 3.41% | 3.96% | 3.41% |
| 8 | VENTAS, INC. | 3.09% | 3.55% | 3.09% |
| 9 | IRON MOUNTAIN INCORPORATED | 2.40% | 3.19% | 2.40% |
| 10 | VICI PROPERTIES INC. | 2.32% | 2.73% | 2.32% |
| 11 | EXTRA SPACE STORAGE INC. | 2.21% | 2.60% | 2.21% |
| 12 | AVALONBAY COMMUNITIES, INC. | 1.84% | 2.24% | 1.84% |
Only in IYR
13 total- AMERICAN TOWER CORPORATION 4.39%
- CBRE GROUP, INC. 3.13%
- CROWN CASTLE INC. 2.82%
- SBA COMMUNICATIONS CORPORATION 1.46%
- WEYERHAEUSER COMPANY 1.40%
- COSTAR GROUP, INC. 1.36%
- ANNALY CAPITAL MANAGEMENT, INC. 1.21%
- JONES LANG LASALLE INCORPORATED 1.14%
- AGNC INVESTMENT CORP. 0.88%
- ZILLOW GROUP, INC. 0.58%
Only in USRT
79 total- AMERICAN HEALTHCARE REIT INC 0.77%
- CARETRUST REIT INC 0.76%
- TERRENO REALTY CORP 0.57%
- RYMAN HOSPITALITY PROPERTIES INC 0.55%
- ESSENTIAL PROPERTIES REALTY TRUST INC 0.53%
- KITE REALTY GROUP TRUST 0.49%
- MACERICH COMPANY (THE) 0.48%
- PHILLIPS EDISON & COMPANY INC 0.43%
- OUTFRONT MEDIA INC 0.39%
- TANGER INC 0.36%
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 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.