Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IWO vs XLRE: how they differ
IWO and XLRE hold 0% of their weight in the same names, and IWO returned more over the year.
iShares Russell 2000 Growth ETF and State Street(R) Real Estate Select Sector SPDR(R) ETF.
What they hold in common
By the books each fund has filed, IWO and XLRE hold 0% of their money in the same securities at the same weight.
| Only in IWO | Only in XLRE |
|---|---|
| Moog, Inc. 0.73% | Welltower Inc 11.07% |
| BrightSpring Health Services, Inc. 0.68% | Prologis Inc 8.72% |
| MaxLinear, Inc. 0.67% | Equinix Inc 7.10% |
| Argan, Inc. 0.66% | American Tower Corp 5.26% |
| JFrog Ltd. 0.60% | Simon Property Group Inc 5.01% |
| Krystal Biotech, Inc. 0.58% | Realty Income Corp 4.57% |
| ESCO Technologies, Inc. 0.56% | Digital Realty Trust Inc 4.55% |
| FirstCash Holdings, Inc. 0.54% | 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.
| IWO iShares Russell 2000 Growth 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 2000 Growth | Real estate |
| Total return, 1 year | +17.0% | +5.6% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −0.5 pts | −11.9 pts |
| Expense ratio | 0.24% | 0.08% |
| Already in the S&P 500 | 0.0% | 100.0% |
| Holdings | 1133 | 31 |
IWO in plain words
IWO is an index equity fund tracking the Russell 2000 Growth. Over the year to Sep 11, 2026 it returned +17.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.24% 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 1133 positions, with the top ten at 6.1%. It sat 7.1% below its high of Aug 14, 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, IWO or XLRE?
- In the year to Sep 12, 2026, with distributions reinvested, IWO returned +17.0% and XLRE returned +5.6%, so IWO returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IWO or XLRE?
- IWO charges 0.24% a year and XLRE charges 0.08%, so XLRE is cheaper. Fees come from each fund's prospectus.
- How much do IWO and XLRE overlap with the S&P 500?
- By their latest filed holdings, 0% of IWO 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, IWO against XLRE, data as of Sep 12, 2026. https://etfiq.com/compare/any/IWO-XLRE Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources