ETF comparison
IYR vs RWR
Both Real Estate.
iShares U.S. Real Estate ETF · State Street SPDR Dow Jones REIT ETF
Holdings overlap
41 positions appear in both funds. Buying equal dollars of IYR and RWR would leave roughly 72.5% 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
RWR is 13 bps cheaper than IYR. On a $100,000 position that's about $130/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 RWR.
Top shared holdings
41 shared in total| # | Holding | In IYR | In RWR | Overlap |
|---|---|---|---|---|
| 1 | WELLTOWER INC. | 9.96% | 9.91% | 9.91% |
| 2 | PROLOGIS, INC. | 9.18% | 10.12% | 9.18% |
| 3 | EQUINIX, INC. | 4.69% | 4.66% | 4.66% |
| 4 | DIGITAL REALTY TRUST, INC. | 4.63% | 4.62% | 4.62% |
| 5 | SIMON PROPERTY GROUP, INC. | 4.58% | 4.56% | 4.56% |
| 6 | REALTY INCOME CORPORATION | 4.40% | 4.38% | 4.38% |
| 7 | PUBLIC STORAGE. | 3.41% | 4.18% | 3.41% |
| 8 | VENTAS, INC. | 3.09% | 4.12% | 3.09% |
| 9 | EXTRA SPACE STORAGE INC. | 2.21% | 2.95% | 2.21% |
| 10 | AVALONBAY COMMUNITIES, INC. | 1.84% | 2.46% | 1.84% |
| 11 | EQUITY RESIDENTIAL | 1.62% | 2.16% | 1.62% |
| 12 | ESSEX PROPERTY TRUST, INC. | 1.24% | 1.66% | 1.24% |
Only in IYR
20 total- AMERICAN TOWER CORPORATION 4.39%
- CBRE GROUP, INC. 3.13%
- CROWN CASTLE INC. 2.82%
- IRON MOUNTAIN INCORPORATED 2.40%
- VICI PROPERTIES INC. 2.32%
- 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%
Only in RWR
60 total- American Healthcare REIT Inc 0.89%
- CareTrust REIT Inc 0.87%
- Terreno Realty Corp 0.68%
- Essential Properties Realty Trust Inc 0.68%
- Ryman Hospitality Properties Inc 0.62%
- Kite Realty Group Trust 0.56%
- Macerich Co/The 0.51%
- Phillips Edison & Co Inc 0.50%
- Tanger Inc 0.42%
- National Health Investors Inc 0.41%
Open IYR or RWR 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.