Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
FBCG vs IYR: how they differ
FBCG and IYR hold 1% of their weight in the same names, and FBCG returned more over the year.
Fidelity Blue Chip Growth ETF and iShares U.S. Real Estate ETF.
What they hold in common
By the books each fund has filed, FBCG and IYR hold 1% of their money in the same securities at the same weight.
| Holding | FBCG | IYR |
|---|---|---|
| WELLTOWER INC | 0.58% | 10.88% |
| Only in FBCG | Only in IYR |
|---|---|
| NVIDIA CORP 14.62% | PROLOGIS, INC. 8.77% |
| APPLE INC 9.64% | SIMON PROPERTY GROUP, INC. 4.79% |
| ALPHABET INC 9.10% | EQUINIX, INC. 4.58% |
| AMAZON.COM INC 8.43% | DIGITAL REALTY TRUST, INC. 4.41% |
| MICROSOFT CORP 5.20% | REALTY INCOME CORPORATION 4.29% |
| META PLATFORMS INC 3.90% | AMERICAN TOWER CORPORATION 3.88% |
| BROADCOM INC 3.74% | PUBLIC STORAGE. 3.74% |
| ELI LILLY and CO 2.25% | 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 Apr 30, 2026 and Jun 30, 2026.
| FBCG Fidelity Blue Chip Growth ETF | IYR iShares U.S. Real Estate ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | Fidelity | iShares |
| What it is | Blue Chip Growth | U.S. Real Estate |
| Total return, 1 year | +17.3% | +4.7% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −0.2 pts | −12.8 pts |
| Expense ratio | 0.57% | 0.37% |
| Already in the S&P 500 | 86.8% | 80.4% |
| Holdings | 214 | 61 |
FBCG in plain words
FBCG is an index equity fund tracking the Blue Chip Growth. Over the year to Sep 11, 2026 it returned +17.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.57% a year. By its holdings filed for Apr 30, 2026, 87% of the fund by weight is stocks the S&P 500 also holds, across 214 positions, with the top ten at 61.2%. It sat 3.7% below its high of Jun 2, 2026 on Sep 11, 2026.
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, FBCG or IYR?
- In the year to Sep 12, 2026, with distributions reinvested, FBCG returned +17.3% and IYR returned +4.7%, so FBCG returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, FBCG or IYR?
- FBCG charges 0.57% a year and IYR charges 0.37%, so IYR is cheaper. Fees come from each fund's prospectus.
- How much do FBCG and IYR overlap with the S&P 500?
- By their latest filed holdings, 87% of FBCG 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.
Other comparisons
Where to next
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, FBCG against IYR, data as of Sep 12, 2026. https://etfiq.com/compare/any/FBCG-IYR Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources