ETF comparison

IYR vs XLRE

Both Real Estate.

iShares U.S. Real Estate ETF · State Street Real Estate Select Sector SPDR ETF

Holdings overlap

Weighted by ISIN/CUSIP
79.8 %

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.

IYR only 19.7% Shared 79.8% XLRE only 19.7%
In IYR only
30 positions
Shared
31 positions
In XLRE only
1 positions

Side by side

IYR

iShares U.S. Real Estate ETF

iShares · Real Estate

64 composite / 100
Expense ratio
0.38%
Net assets
$4.67B
TTM yield
2.18%
Top-10 conc.
51.5%
XLRE

State Street Real Estate Select Sector SPDR ETF

State Street · Real Estate

77 composite / 100
Expense ratio
0.080%
Net assets
$8.10B
TTM yield
3.15%
Top-10 conc.
59.0%

Sub-score comparison

62
Cost
92
59
Tax efficiency
57
86
Liquidity
96
41
Concentration
30
Tracking quality
IYR sub-score XLRE

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.