Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
EWY vs XLRE: how they differ
EWY and XLRE hold 0% of their weight in the same names, and EWY returned more over the year.
iShares MSCI South Korea ETF and State Street(R) Real Estate Select Sector SPDR(R) ETF.
What they hold in common
By the books each fund has filed, EWY and XLRE hold 0% of their money in the same securities at the same weight.
| Only in EWY | Only in XLRE |
|---|---|
| SK hynix Inc. 31.02% | Welltower Inc 11.07% |
| SAMSUNG ELECTRO-MECHANICS CO.,LTD 3.44% | Prologis Inc 8.72% |
| SK Square Co., Ltd. 3.10% | Equinix Inc 7.10% |
| HYUNDAI MOTOR COMPANY 2.45% | American Tower Corp 5.26% |
| KB Financial Group Inc. 1.40% | Simon Property Group Inc 5.01% |
| HYUNDAI MOBIS CO.,LTD 1.22% | Realty Income Corp 4.57% |
| DOOSAN ENERBILITY CO., LTD. 1.22% | Digital Realty Trust Inc 4.55% |
| SAMSUNG SDI CO., LTD. 1.15% | Public Storage 4.51% |
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.
| EWY iShares MSCI South Korea ETF | XLRE State Street(R) Real Estate Select Sector SPDR(R) ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | State Street |
| What it is | MSCI South Korea | Real estate |
| Total return, 1 year | +147.9% | +5.6% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +130.4 pts | −11.9 pts |
| Expense ratio | 0.59% | 0.08% |
| Already in the S&P 500 | 0.0% | 100.0% |
| Holdings | 82 | 31 |
EWY in plain words
EWY is an index equity fund tracking the MSCI South Korea. Over the year to Sep 11, 2026 it returned +147.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.59% a year. By its holdings filed for May 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 82 positions, with the top ten at 70.0%. It sat 13.9% below its high of Jun 18, 2026 on Sep 11, 2026.
XLRE in plain words
XLRE is an index equity fund tracking the Real estate. Over the year to Sep 11, 2026 it returned +5.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 31 positions, with the top ten at 59.4%. It sat 5.6% below its high of Jul 28, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, EWY or XLRE?
- In the year to Sep 12, 2026, with distributions reinvested, EWY returned +147.9% and XLRE returned +5.6%, so EWY returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, EWY or XLRE?
- EWY charges 0.59% a year and XLRE charges 0.08%, so XLRE is cheaper. Fees come from each fund's prospectus.
- How much do EWY and XLRE overlap with the S&P 500?
- By their latest filed holdings, 0% of EWY and 100% of XLRE 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.
Cite this page. ETFIQ, EWY against XLRE, data as of Sep 12, 2026. https://etfiq.com/compare/any/EWY-XLRE Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources