Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IWB vs XLRE: how they differ
IWB and XLRE hold 2% of their weight in the same names, and IWB returned more over the year.
iShares Russell 1000 ETF and State Street(R) Real Estate Select Sector SPDR(R) ETF.
What they hold in common
By the books each fund has filed, IWB and XLRE hold 2% of their money in the same securities at the same weight.
| Holding | IWB | XLRE |
|---|---|---|
| WELLTOWER INC. | 0.23% | 11.07% |
| PROLOGIS, INC. | 0.18% | 8.72% |
| EQUINIX, INC. | 0.15% | 7.10% |
| AMERICAN TOWER CORPORATION | 0.11% | 5.26% |
| SIMON PROPERTY GROUP, INC. | 0.10% | 5.01% |
| DIGITAL REALTY TRUST, INC. | 0.09% | 4.55% |
| REALTY INCOME CORPORATION | 0.08% | 4.57% |
| PUBLIC STORAGE. | 0.07% | 4.51% |
| VENTAS, INC. | 0.06% | 4.50% |
| CBRE GROUP, INC. | 0.06% | 4.11% |
| IRON MOUNTAIN INCORPORATED | 0.05% | 3.91% |
| CROWN CASTLE INC. | 0.05% | 3.44% |
| Only in IWB | Only in XLRE |
|---|---|
| NVIDIA CORPORATION 6.73% | |
| APPLE INC. 6.03% | |
| MICROSOFT CORPORATION 4.00% | |
| AMAZON.COM, INC. 3.33% | |
| ALPHABET INC. 3.00% | |
| BROADCOM INC. 2.54% | |
| ALPHABET INC. 2.42% | |
| MICRON TECHNOLOGY, INC. 1.88% |
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.
| IWB iShares Russell 1000 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 | Russell 1000 | Real estate |
| Total return, 1 year | +16.7% | +5.6% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −0.8 pts | −11.9 pts |
| Expense ratio | 0.15% | 0.08% |
| Already in the S&P 500 | 91.9% | 100.0% |
| Holdings | 1024 | 31 |
IWB in plain words
IWB is an index equity fund tracking the Russell 1000. Over the year to Sep 11, 2026 it returned +16.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% 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 1024 positions, with the top ten at 33.5%.
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, IWB or XLRE?
- In the year to Sep 12, 2026, with distributions reinvested, IWB returned +16.7% and XLRE returned +5.6%, so IWB returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IWB or XLRE?
- IWB charges 0.15% a year and XLRE charges 0.08%, so XLRE is cheaper. Fees come from each fund's prospectus.
- How much do IWB and XLRE overlap with the S&P 500?
- By their latest filed holdings, 92% of IWB and 100% of XLRE by weight is stocks the S&P 500 already holds. Between the two funds, 2% of their books are the same securities at the same weight.
Other comparisons
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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, IWB against XLRE, data as of Sep 12, 2026. https://etfiq.com/compare/any/IWB-XLRE Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources