Which returned more over the last year, IJH or IYR?

In the year to Sep 12, 2026, with distributions reinvested, IJH returned +13.4% and IYR returned +4.7%, so IJH returned more. One year is one year; the longer windows are in the table.

Which is cheaper, IJH or IYR?

IJH charges 0.05% a year and IYR charges 0.37%, so IJH is cheaper. Fees come from each fund's prospectus.

How much do IJH and IYR overlap with the S&P 500?

By their latest filed holdings, 0% of IJH and 80% of IYR by weight is stocks the S&P 500 already holds. Between the two funds, 6% of their books are the same securities at the same weight.

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

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IJH vs IYR: how they differ

IJH and IYR hold 6% of their weight in the same names, and IJH returned more over the year.

iShares Core S&P Mid-Cap ETF and iShares U.S. Real Estate ETF.

What they hold in common

By the books each fund has filed, IJH and IYR hold 6% of their money in the same securities at the same weight.

Positions IJH and IYR both hold, largest shared weight first
Holding	IJH	IYR
ANNALY CAPITAL MANAGEMENT INC	0.45%	1.22%
W.P. CAREY INC	0.44%	1.18%
JONES LANG LASALLE INC	0.40%	1.07%
OMEGA HEALTHCARE INVESTORS INC	0.39%	1.05%
LAMAR ADVERTISING COMPANY	0.38%	1.01%
GAMING AND LEISURE PROPERTIES INC	0.35%	0.94%
EQUITY LIFESTYLE PROPERTIES INC	0.34%	0.93%
EASTGROUP PROPERTIES INC	0.30%	0.81%
AMERICAN HOMES 4 RENT	0.29%	0.79%
BRIXMOR PROPERTY GROUP INC	0.27%	0.72%
AGREE REALTY CORP	0.25%	0.68%
CUBESMART	0.25%	0.67%

Largest positions each one holds and the other does not
Only in IJH	Only in IYR
TWILIO INC 0.86%	WELLTOWER INC. 10.88%
CARPENTER TECHNOLOGY CORP 0.85%	PROLOGIS, INC. 8.77%
MKS INC 0.83%	SIMON PROPERTY GROUP, INC. 4.79%
CURTISS-WRIGHT CORP 0.77%	EQUINIX, INC. 4.58%
ENTEGRIS INC 0.76%	DIGITAL REALTY TRUST, INC. 4.41%
NVENT ELECTRIC PLC 0.76%	REALTY INCOME CORPORATION 4.29%
ATI INC 0.74%	AMERICAN TOWER CORPORATION 3.88%
ILLUMINA INC 0.73%	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.

IJH and IYR on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	IJH iShares Core S&P Mid-Cap ETF	IYR iShares U.S. Real Estate ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	iShares
What it is	S&P MidCap 400	U.S. Real Estate
Total return, 1 year	+13.4%	+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 ratio	0.05%	0.37%
Already in the S&P 500	0.0%	80.4%
Holdings	400	61

IJH in plain words

IJH is an index equity fund tracking the S&P MidCap 400. Over the year to Sep 11, 2026 it returned +13.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 400 positions, with the top ten at 7.7%. It sat 5.4% below its high of Aug 14, 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, IJH or IYR?: In the year to Sep 12, 2026, with distributions reinvested, IJH returned +13.4% and IYR returned +4.7%, so IJH returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IJH or IYR?: IJH charges 0.05% a year and IYR charges 0.37%, so IJH is cheaper. Fees come from each fund's prospectus.
How much do IJH and IYR overlap with the S&P 500?: By their latest filed holdings, 0% of IJH and 80% of IYR by weight is stocks the S&P 500 already holds. Between the two funds, 6% 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.

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

A comparison is not a recommendation. Standards and sources