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 79.1% 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
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 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. | 10.82% | 9.03% | 9.03% |
| 2 | PROLOGIS, INC. | 8.72% | 7.49% | 7.49% |
| 3 | SIMON PROPERTY GROUP, INC. | 4.77% | 4.65% | 4.65% |
| 4 | EQUINIX, INC. | 4.55% | 6.01% | 4.55% |
| 5 | DIGITAL REALTY TRUST, INC. | 4.38% | 4.56% | 4.38% |
| 6 | REALTY INCOME CORPORATION | 4.27% | 4.23% | 4.23% |
| 7 | PUBLIC STORAGE. | 3.72% | 4.21% | 3.72% |
| 8 | VENTAS, INC. | 3.19% | 3.64% | 3.19% |
| 9 | IRON MOUNTAIN INCORPORATED | 2.78% | 2.91% | 2.78% |
| 10 | EXTRA SPACE STORAGE INC. | 2.27% | 2.50% | 2.27% |
| 11 | VICI PROPERTIES INC. | 2.14% | 2.30% | 2.14% |
| 12 | AVALONBAY COMMUNITIES, INC. | 1.94% | 2.07% | 1.94% |
Only in IYR
13 total- AMERICAN TOWER CORPORATION 3.85%
- CBRE GROUP, INC. 2.91%
- CROWN CASTLE INC. 2.44%
- SBA COMMUNICATIONS CORPORATION 1.38%
- WEYERHAEUSER COMPANY 1.28%
- ANNALY CAPITAL MANAGEMENT, INC. 1.21%
- JONES LANG LASALLE INCORPORATED 1.06%
- AGNC INVESTMENT CORP. 0.92%
- COSTAR GROUP, INC. 0.85%
- STARWOOD PROPERTY TRUST, INC. 0.42%
Only in USRT
76 total- AMERICAN HEALTHCARE REIT INC 0.85%
- CARETRUST REIT INC 0.75%
- RYMAN HOSPITALITY PROPERTIES INC 0.66%
- TERRENO REALTY CORP 0.60%
- MACERICH COMPANY (THE) 0.58%
- ESSENTIAL PROPERTIES REALTY TRUST INC 0.54%
- KITE REALTY GROUP TRUST 0.47%
- PHILLIPS EDISON & COMPANY INC 0.43%
- OUTFRONT MEDIA INC 0.40%
- EPR PROPERTIES 0.37%
Related comparisons
More comparisons with IYR
- IYR vs RWR · State Street SPDR Dow Jones REIT ETF 74.0%
- 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%
More comparisons with USRT
- USRT vs VNQ · Vanguard Real Estate Index Fund ETF Shares 71.6%
- USRT vs XLRE · State Street Real Estate Select Sector SPDR ETF 69.1%
- USRT vs REZ · iShares Residential and Multisector Real Estate ETF 40.8%
- USRT vs RWR · State Street SPDR Dow Jones REIT ETF 88.2%
- USRT vs SCHH · Schwab U.S. REIT ETF 87.0%
- USRT vs FREL · Fidelity MSCI Real Estate Index ETF 83.5%
Percentages are holdings overlap with the named fund.
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.