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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

IGM vs IYR: how they differ

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

iShares Expanded Tech Sector ETF and iShares U.S. Real Estate ETF.

What they hold in common

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

Largest positions each one holds and the other does not
Only in IGMOnly in IYR
NVIDIA Corp. 7.97%WELLTOWER INC. 10.88%
Apple, Inc. 7.92%PROLOGIS, INC. 8.77%
Broadcom, Inc. 7.61%SIMON PROPERTY GROUP, INC. 4.79%
Microsoft Corp. 7.50%EQUINIX, INC. 4.58%
Micron Technology, Inc. 5.47%DIGITAL REALTY TRUST, INC. 4.41%
Alphabet, Inc. 4.45%REALTY INCOME CORPORATION 4.29%
Meta Platforms, Inc. 4.17%AMERICAN TOWER CORPORATION 3.88%
Advanced Micro Devices, Inc. 4.13%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.

IGM and IYR on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IGM
iShares Expanded Tech Sector ETF
IYR
iShares U.S. Real Estate ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isExpanded Tech SectorU.S. Real Estate
Total return, 1 year+32.7%+4.7%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+15.2 pts−12.8 pts
Expense ratio0.37%0.37%
Already in the S&P 50092.0%80.4%
Holdings29561

IGM in plain words

IGM is an index equity fund tracking the Expanded Tech Sector. Over the year to Sep 11, 2026 it returned +32.7% 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, 92% of the fund by weight is stocks the S&P 500 also holds, across 295 positions, with the top ten at 55.7%. It sat 5.1% 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. 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, IGM or IYR?
In the year to Sep 12, 2026, with distributions reinvested, IGM returned +32.7% and IYR returned +4.7%, so IGM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IGM or IYR?
IGM charges 0.37% a year and IYR charges 0.37%, so IGM is cheaper. Fees come from each fund's prospectus.
How much do IGM and IYR overlap with the S&P 500?
By their latest filed holdings, 92% of IGM 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.

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

A comparison is not a recommendation. Standards and sources