Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
CGGR vs IYR: how they differ
CGGR and IYR hold 1% of their weight in the same names, and CGGR returned more over the year.
Capital Group Growth ETF and iShares U.S. Real Estate ETF.
What they hold in common
By the books each fund has filed, CGGR and IYR hold 1% of their money in the same securities at the same weight.
| Holding | CGGR | IYR |
|---|---|---|
| Welltower Inc | 0.51% | 10.88% |
| CoStar Group Inc | 0.23% | 0.86% |
| Zillow Group Inc | 0.23% | 0.40% |
| Only in CGGR | Only in IYR |
|---|---|
| Meta Platforms Inc 7.09% | PROLOGIS, INC. 8.77% |
| Tesla Inc 5.85% | SIMON PROPERTY GROUP, INC. 4.79% |
| Broadcom Inc 5.40% | EQUINIX, INC. 4.58% |
| NVIDIA Corp 5.16% | DIGITAL REALTY TRUST, INC. 4.41% |
| Micron Technology Inc 4.86% | REALTY INCOME CORPORATION 4.29% |
| Microsoft Corp 4.38% | AMERICAN TOWER CORPORATION 3.88% |
| Alphabet Inc 3.36% | PUBLIC STORAGE. 3.74% |
| Alphabet Inc 3.06% | VENTAS, INC. 3.21% |
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.
| CGGR Capital Group Growth ETF | IYR iShares U.S. Real Estate ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | Capital | iShares |
| What it is | Growth | U.S. Real Estate |
| Total return, 1 year | +7.2% | +4.7% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −10.3 pts | −12.8 pts |
| Expense ratio | 0.39% | 0.37% |
| Already in the S&P 500 | 80.6% | 80.4% |
| Holdings | 89 | 61 |
CGGR in plain words
CGGR is an index equity fund tracking the Growth. Over the year to Sep 11, 2026 it returned +7.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.39% a year. By its holdings filed for May 31, 2026, 81% of the fund by weight is stocks the S&P 500 also holds, across 89 positions, with the top ten at 44.2%.
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, CGGR or IYR?
- In the year to Sep 12, 2026, with distributions reinvested, CGGR returned +7.2% and IYR returned +4.7%, so CGGR returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, CGGR or IYR?
- CGGR charges 0.39% a year and IYR charges 0.37%, so IYR is cheaper. Fees come from each fund's prospectus.
- How much do CGGR and IYR overlap with the S&P 500?
- By their latest filed holdings, 81% of CGGR and 80% of IYR by weight is stocks the S&P 500 already holds. Between the two funds, 1% 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.
Cite this page. ETFIQ, CGGR against IYR, data as of Sep 12, 2026. https://etfiq.com/compare/any/CGGR-IYR Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources