Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IYR vs XLI: how they differ
IYR and XLI hold 0% of their weight in the same names, and XLI returned more over the year.
iShares U.S. Real Estate ETF and State Street(R) Industrial Select Sector SPDR(R) ETF.
What they hold in common
By the books each fund has filed, IYR and XLI hold 0% of their money in the same securities at the same weight.
| Only in IYR | Only in XLI |
|---|---|
| WELLTOWER INC. 10.88% | Caterpillar Inc 8.52% |
| PROLOGIS, INC. 8.77% | General Electric Co 6.77% |
| SIMON PROPERTY GROUP, INC. 4.79% | GE Vernova Inc 5.48% |
| EQUINIX, INC. 4.58% | RTX Corp 4.44% |
| DIGITAL REALTY TRUST, INC. 4.41% | Boeing Co/The 2.96% |
| REALTY INCOME CORPORATION 4.29% | Eaton Corp PLC 2.87% |
| AMERICAN TOWER CORPORATION 3.88% | Union Pacific Corp 2.81% |
| PUBLIC STORAGE. 3.74% | Deere & Co 2.77% |
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 | XLI State Street(R) Industrial Select Sector SPDR(R) ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | State Street |
| What it is | U.S. Real Estate | Industrials |
| Total return, 1 year | +4.7% | +14.3% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −12.8 pts | −3.3 pts |
| Expense ratio | 0.37% | 0.08% |
| Already in the S&P 500 | 80.4% | 100.0% |
| Holdings | 61 | 81 |
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.
XLI in plain words
XLI is an index equity fund tracking the Industrials. Over the year to Sep 11, 2026 it returned +14.3% 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 81 positions, with the top ten at 41.4%. It sat 7.6% below its high of Aug 14, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, IYR or XLI?
- In the year to Sep 12, 2026, with distributions reinvested, IYR returned +4.7% and XLI returned +14.3%, so XLI returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IYR or XLI?
- IYR charges 0.37% a year and XLI charges 0.08%, so XLI is cheaper. Fees come from each fund's prospectus.
- How much do IYR and XLI overlap with the S&P 500?
- By their latest filed holdings, 80% of IYR and 100% of XLI 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 XLI, data as of Sep 12, 2026. https://etfiq.com/compare/any/IYR-XLI Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources