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 80.0% 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
XLRE 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 XLRE.
Top shared holdings
31 shared in total| # | Holding | In IYR | In XLRE | Overlap |
|---|---|---|---|---|
| 1 | WELLTOWER INC. | 10.82% | 11.01% | 10.82% |
| 2 | PROLOGIS, INC. | 8.72% | 8.68% | 8.68% |
| 3 | SIMON PROPERTY GROUP, INC. | 4.77% | 4.98% | 4.77% |
| 4 | EQUINIX, INC. | 4.55% | 7.06% | 4.55% |
| 5 | DIGITAL REALTY TRUST, INC. | 4.38% | 4.53% | 4.38% |
| 6 | REALTY INCOME CORPORATION | 4.27% | 4.55% | 4.27% |
| 7 | AMERICAN TOWER CORPORATION | 3.85% | 5.23% | 3.85% |
| 8 | PUBLIC STORAGE. | 3.72% | 4.48% | 3.72% |
| 9 | VENTAS, INC. | 3.19% | 4.47% | 3.19% |
| 10 | CBRE GROUP, INC. | 2.91% | 4.08% | 2.91% |
| 11 | IRON MOUNTAIN INCORPORATED | 2.78% | 3.89% | 2.78% |
| 12 | CROWN CASTLE INC. | 2.44% | 3.42% | 2.44% |
Only in IYR
30 total- ANNALY CAPITAL MANAGEMENT, INC. 1.21%
- W.P. CAREY INC. 1.18%
- JONES LANG LASALLE INCORPORATED 1.06%
- OMEGA HEALTHCARE INVESTORS, INC. 1.05%
- SUN COMMUNITIES, INC. 1.03%
- LAMAR ADVERTISING COMPANY 1.00%
- Gaming and Leisure Properties, Inc. 0.93%
- AGNC INVESTMENT CORP. 0.92%
- EQUITY LIFESTYLE PROPERTIES, INC. 0.92%
- EASTGROUP PROPERTIES, INC. 0.80%
Only in XLRE
0 totalEvery XLRE position is also held by IYR.
Related comparisons
More comparisons with IYR
- IYR vs USRT · iShares Core U.S. REIT ETF 79.1%
- 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%
More comparisons with XLRE
- XLRE vs SCHH · Schwab U.S. REIT ETF 73.6%
- XLRE vs FREL · Fidelity MSCI Real Estate Index ETF 72.7%
- XLRE vs USRT · iShares Core U.S. REIT ETF 69.1%
- XLRE vs RWR · State Street SPDR Dow Jones REIT ETF 68.4%
- XLRE vs VNQ · Vanguard Real Estate Index Fund ETF Shares 62.8%
- XLRE vs REZ · iShares Residential and Multisector Real Estate ETF 38.4%
Percentages are holdings overlap with the named fund.
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.