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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

AVUS vs IYR: how they differ

AVUS and IYR hold 0% of their weight in the same names, and AVUS returned more over the year.

Avantis U.S. Equity ETF and iShares U.S. Real Estate ETF.

What they hold in common

By the books each fund has filed, AVUS and IYR hold 0% of their money in the same securities at the same weight.

Positions AVUS and IYR both hold, largest shared weight first
HoldingAVUSIYR
CBRE Group Inc0.07%2.93%
Jones Lang LaSalle Inc0.03%1.07%
CoStar Group Inc0.01%0.86%
Zillow Group Inc0.00%0.40%
Zillow Group Inc0.00%0.10%
Largest positions each one holds and the other does not
Only in AVUSOnly in IYR
NVIDIA Corp 5.49%WELLTOWER INC. 10.88%
Apple Inc 5.37%PROLOGIS, INC. 8.77%
Microsoft Corp 3.85%SIMON PROPERTY GROUP, INC. 4.79%
Amazon.com Inc 3.68%EQUINIX, INC. 4.58%
Alphabet Inc 2.42%DIGITAL REALTY TRUST, INC. 4.41%
Micron Technology Inc 2.40%REALTY INCOME CORPORATION 4.29%
Meta Platforms Inc 2.21%AMERICAN TOWER CORPORATION 3.88%
Alphabet Inc 1.94%PUBLIC STORAGE. 3.74%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.

AVUS and IYR on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
AVUS
Avantis U.S. Equity ETF
IYR
iShares U.S. Real Estate ETF
Where it sitsCore index fundCore index fund
IssuerAvantisiShares
What it isU.S. EquityU.S. Real Estate
Total return, 1 year+21.6%+4.7%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+4.1 pts−12.8 pts
Expense ratio0.15%0.37%
Already in the S&P 50084.4%80.4%
Holdings187561

AVUS in plain words

AVUS is an index equity fund tracking the U.S. Equity. Over the year to Sep 11, 2026 it returned +21.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for May 31, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 1875 positions, with the top ten at 29.7%.

IYR in plain words

IYR is an index equity fund tracking the U.S. Real Estate. Over the year to Sep 11, 2026 it returned +4.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.37% a year. By its holdings filed for Jun 30, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 61 positions, with the top ten at 51.5%. It sat 6.1% below its high of Jul 28, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, AVUS or IYR?
In the year to Sep 12, 2026, with distributions reinvested, AVUS returned +21.6% and IYR returned +4.7%, so AVUS returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AVUS or IYR?
AVUS charges 0.15% a year and IYR charges 0.37%, so AVUS is cheaper. Fees come from each fund's prospectus.
How much do AVUS and IYR overlap with the S&P 500?
By their latest filed holdings, 84% of AVUS and 80% of IYR by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

AVUS against IYR, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AVUS against IYR, data as of Sep 12, 2026. https://etfiq.com/compare/any/AVUS-IYR Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources