ETF comparison
IYR vs XLRE
Both Real Estate.
iShares U.S. Real Estate ETF · State Street Real Estate Select Sector SPDR ETF
Holdings overlap
31 positions appear in both funds. Buying equal dollars of IYR and XLRE would leave roughly 79.8% 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
XLRE 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 XLRE.
Top shared holdings
31 shared in total| # | Holding | In IYR | In XLRE | Overlap |
|---|---|---|---|---|
| 1 | WELLTOWER INC. | 9.96% | 10.18% | 9.96% |
| 2 | PROLOGIS, INC. | 9.18% | 9.07% | 9.07% |
| 3 | EQUINIX, INC. | 4.69% | 7.11% | 4.69% |
| 4 | DIGITAL REALTY TRUST, INC. | 4.63% | 4.63% | 4.63% |
| 5 | SIMON PROPERTY GROUP, INC. | 4.58% | 4.57% | 4.57% |
| 6 | AMERICAN TOWER CORPORATION | 4.39% | 5.96% | 4.39% |
| 7 | REALTY INCOME CORPORATION | 4.40% | 4.39% | 4.39% |
| 8 | PUBLIC STORAGE. | 3.41% | 4.19% | 3.41% |
| 9 | CBRE GROUP, INC. | 3.13% | 4.46% | 3.13% |
| 10 | VENTAS, INC. | 3.09% | 4.40% | 3.09% |
| 11 | CROWN CASTLE INC. | 2.82% | 4.01% | 2.82% |
| 12 | IRON MOUNTAIN INCORPORATED | 2.40% | 3.42% | 2.40% |
Only in IYR
30 total- ANNALY CAPITAL MANAGEMENT, INC. 1.21%
- W.P. CAREY INC. 1.19%
- SUN COMMUNITIES, INC. 1.17%
- JONES LANG LASALLE INCORPORATED 1.14%
- OMEGA HEALTHCARE INVESTORS, INC. 1.03%
- Gaming and Leisure Properties, Inc. 1.00%
- EQUITY LIFESTYLE PROPERTIES, INC. 0.96%
- AGNC INVESTMENT CORP. 0.88%
- LAMAR ADVERTISING COMPANY 0.88%
- EASTGROUP PROPERTIES, INC. 0.78%
Only in XLRE
1 total- State Street Global Advisors 0.02%
Open IYR or XLRE 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.