Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IYR vs VWO: how they differ
IYR and VWO hold 0% of their weight in the same names, and VWO returned more over the year.
iShares U.S. Real Estate ETF and Vanguard Emerging Markets Stock Index Fund.
What they hold in common
By the books each fund has filed, IYR and VWO hold 0% of their money in the same securities at the same weight.
| Only in IYR | Only in VWO |
|---|---|
| WELLTOWER INC. 10.88% | Taiwan Semiconductor Manufacturing Co Lt 14.73% |
| PROLOGIS, INC. 8.77% | Tencent Holdings Ltd 3.28% |
| SIMON PROPERTY GROUP, INC. 4.79% | Alibaba Group Holding Ltd 2.57% |
| EQUINIX, INC. 4.58% | Delta Electronics Inc 1.18% |
| DIGITAL REALTY TRUST, INC. 4.41% | MediaTek Inc 1.07% |
| REALTY INCOME CORPORATION 4.29% | Reliance Industries Ltd 0.90% |
| AMERICAN TOWER CORPORATION 3.88% | HDFC Bank Ltd 0.81% |
| PUBLIC STORAGE. 3.74% | Hon Hai Precision Industry Co Ltd 0.75% |
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 Apr 30, 2026 and Jun 30, 2026.
| IYR iShares U.S. Real Estate ETF | VWO Vanguard Emerging Markets Stock Index Fund | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Vanguard |
| What it is | U.S. Real Estate | Emerging markets |
| Total return, 1 year | +4.7% | +15.6% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −12.8 pts | −1.9 pts |
| Expense ratio | 0.37% | 0.06% |
| Already in the S&P 500 | 80.4% | 0.0% |
| Holdings | 61 | 6355 |
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.
VWO in plain words
VWO is an index equity fund tracking the Emerging markets. Over the year to Sep 11, 2026 it returned +15.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for Apr 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 6355 positions, with the top ten at 26.8%.
Questions people ask
- Which returned more over the last year, IYR or VWO?
- In the year to Sep 12, 2026, with distributions reinvested, IYR returned +4.7% and VWO returned +15.6%, so VWO returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IYR or VWO?
- IYR charges 0.37% a year and VWO charges 0.06%, so VWO is cheaper. Fees come from each fund's prospectus.
- How much do IYR and VWO overlap with the S&P 500?
- By their latest filed holdings, 80% of IYR and 0% of VWO 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 VWO, data as of Sep 12, 2026. https://etfiq.com/compare/any/IYR-VWO Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources