Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IYR vs VEA: how they differ
IYR and VEA hold 0% of their weight in the same names, and VEA returned more over the year.
iShares U.S. Real Estate ETF and Vanguard Developed Markets Index Fund.
What they hold in common
By the books each fund has filed, IYR and VEA hold 0% of their money in the same securities at the same weight.
| Only in IYR | Only in VEA |
|---|---|
| WELLTOWER INC. 10.88% | ASML Holding NV 2.37% |
| PROLOGIS, INC. 8.77% | Samsung Electronics Co Ltd 1.56% |
| SIMON PROPERTY GROUP, INC. 4.79% | SK hynix Inc 1.40% |
| EQUINIX, INC. 4.58% | HSBC Holdings PLC 1.01% |
| DIGITAL REALTY TRUST, INC. 4.41% | Novartis AG 0.91% |
| REALTY INCOME CORPORATION 4.29% | Royal Bank of Canada 0.90% |
| AMERICAN TOWER CORPORATION 3.88% | AstraZeneca PLC 0.87% |
| PUBLIC STORAGE. 3.74% | Nestle SA 0.82% |
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.
| IYR iShares U.S. Real Estate ETF | VEA Vanguard Developed Markets Index Fund | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Vanguard |
| What it is | U.S. Real Estate | Developed markets ex US |
| Total return, 1 year | +4.7% | +24.5% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −12.8 pts | +7.0 pts |
| Expense ratio | 0.37% | 0.03% |
| Already in the S&P 500 | 80.4% | 0.0% |
| Holdings | 61 | 3870 |
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.
VEA in plain words
VEA is an index equity fund tracking the Developed markets ex US. Over the year to Sep 11, 2026 it returned +24.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% 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 3870 positions, with the top ten at 13.2%.
Questions people ask
- Which returned more over the last year, IYR or VEA?
- In the year to Sep 12, 2026, with distributions reinvested, IYR returned +4.7% and VEA returned +24.5%, so VEA returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IYR or VEA?
- IYR charges 0.37% a year and VEA charges 0.03%, so VEA is cheaper. Fees come from each fund's prospectus.
- How much do IYR and VEA overlap with the S&P 500?
- By their latest filed holdings, 80% of IYR and 0% of VEA 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, IYR against VEA, data as of Sep 12, 2026. https://etfiq.com/compare/any/IYR-VEA Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources