Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IYR vs XLP: how they differ
IYR and XLP hold 0% of their weight in the same names, and XLP returned more over the year.
iShares U.S. Real Estate ETF and State Street(R) Consumer Staples Select Sector SPDR(R) ETF.
What they hold in common
By the books each fund has filed, IYR and XLP hold 0% of their money in the same securities at the same weight.
| Only in IYR | Only in XLP |
|---|---|
| WELLTOWER INC. 10.88% | Walmart Inc 10.84% |
| PROLOGIS, INC. 8.77% | Costco Wholesale Corp 9.06% |
| SIMON PROPERTY GROUP, INC. 4.79% | Procter & Gamble Co/The 7.46% |
| EQUINIX, INC. 4.58% | Coca-Cola Co/The 6.87% |
| DIGITAL REALTY TRUST, INC. 4.41% | Philip Morris International Inc 6.16% |
| REALTY INCOME CORPORATION 4.29% | Colgate-Palmolive Co 4.71% |
| AMERICAN TOWER CORPORATION 3.88% | Altria Group Inc 4.55% |
| PUBLIC STORAGE. 3.74% | Monster Beverage Corp 4.47% |
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 | XLP State Street(R) Consumer Staples 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 | Consumer staples |
| Total return, 1 year | +4.7% | +6.3% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −12.8 pts | −11.2 pts |
| Expense ratio | 0.37% | 0.08% |
| Already in the S&P 500 | 80.4% | 100.0% |
| Holdings | 61 | 34 |
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.
XLP in plain words
XLP is an index equity fund tracking the Consumer staples. Over the year to Sep 11, 2026 it returned +6.3% 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 34 positions, with the top ten at 62.6%. It sat 6.2% below its high of Feb 27, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, IYR or XLP?
- In the year to Sep 12, 2026, with distributions reinvested, IYR returned +4.7% and XLP returned +6.3%, so XLP returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IYR or XLP?
- IYR charges 0.37% a year and XLP charges 0.08%, so XLP is cheaper. Fees come from each fund's prospectus.
- How much do IYR and XLP overlap with the S&P 500?
- By their latest filed holdings, 80% of IYR and 100% of XLP 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 XLP, data as of Sep 12, 2026. https://etfiq.com/compare/any/IYR-XLP Free to use with attribution; the underlying files are at Open data.
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