Which returned more over the last year, AVLV or IYR?

In the year to Oct 28, 2026, with distributions reinvested, AVLV returned +29.6% and IYR +3.4%.

Which is cheaper, AVLV or IYR?

AVLV is cheaper, by 0.22 percentage points a year. That is about $22 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do AVLV and IYR overlap with the S&P 500?

By their latest filed holdings, 84% of AVLV and 80% of IYR by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

AVLV vs IYR: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AVLV returned +29.6% to IYR's +3.4%; 0% of their weight is in the same names.

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Net assets: $22.4bn on Oct 27, 2026 for Avantis U.S. Large Cap Value ETF, and $3.9bn on Oct 28, 2026 for iShares U.S. Real Estate ETF.

AVLV on its own →IYR on its own →

At a glance

+29.6%

AVLV total return, 1 year

+3.4%

IYR total return, 1 year

0.15%

AVLV expense ratio

0.37%

IYR expense ratio

Pair scorecard

AVLV costs 0.22 points a year less; their one-year returns differ by 26.2 points; AVLV is 5.6 times larger.

AVLV vs IYR: Differences, Returns & Fees
Measure	AVLV	IYR
Return
Measure	AVLV	IYR
Total return, 1 year	+29.6%	+3.4%
Drawdown
Measure	AVLV	IYR
Below its high		8.6%, high on Jul 28, 2026
Benchmark
Measure	AVLV	IYR
What it tracks	No index, actively managed	Dow Jones U.S. Real Estate Capped Index
Cost and size
Measure	AVLV	IYR
Expense ratio	0.15%	0.37%
Net assets, as of Oct 26, 2026	$22.4bn	$4.0bn
Holdings
Measure	AVLV	IYR
Holdings in common	0%
Top ten holdings, share of the fund	26.8%	52.5%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, AVLV and IYR hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first AVLV IYR

Only in one fund ↓

Only in AVLV

MICROSOFT CORP COMMON STOCK USD.00000625 3.48%

MICRON TECHNOLOGY INC COMMON STOCK USD.1 2.96%

AMAZON.COM INC COMMON STOCK USD.01 2.92%

META PLATFORMS INC CLASS A COMMON STOCK USD.000006 2.91%

APPLE INC COMMON STOCK USD.00001 2.85%

JPMORGAN CHASE + CO COMMON STOCK USD1.0 2.66%

EXXONMOBIL HOLDINGS CORP COMMON STOCK 2.56%

ELI LILLY + CO COMMON STOCK 2.51%

Only in IYR

WELLTOWER 9.85%

PROLOGIS REIT 8.77%

AMERICAN TOWER REIT 4.96%

SIMON PROPERTY GROUP REIT INC 4.71%

EQUINIX REIT 4.57%

DIGITAL REALTY TRUST REIT 4.54%

REALTY INCOME REIT 4.19%

PUBLIC STORAGE REIT 4.10%

Check overlap with more funds →

Side by side

AVLV Avantis U.S. Large Cap Value ETF IYR iShares U.S. Real Estate ETF

Where it sits Stock ETF Stock ETF

Issuer Avantis iShares

What it is Actively managed Tracks an index of U.S. Real Estate

Total return, 1 year +29.6% +3.4%

Its benchmark over the same days +27.5% (IWD) not measured

Gap to its benchmark +2.1 pts vs IWD not measured

Expense ratio 0.15% 0.37%

Already in the S&P 500 84.3% 80.0%

Holdings 298 59

Net assets, AVLV as of Oct 27, 2026 and IYR as of Oct 28, 2026 $22.4bn $3.9bn

AVLV and IYR on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

AVLV

Over the year to Oct 28, 2026 it returned +29.6% with distributions reinvested, against +27.5% for its benchmark, the Russell 1000 Value.

AVLV is actively managed and tracks no index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 298 positions, with the top ten at 26.8%.

IYR

IYR tracks an index of U.S. Real Estate. Over the year to Oct 28, 2026 it returned +3.4% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 59 positions, with the top ten at 52.5%. It sat 8.6% below its high of Jul 28, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, AVLV or IYR?: In the year to Oct 28, 2026, with distributions reinvested, AVLV returned +29.6% and IYR +3.4%.
Which is cheaper, AVLV or IYR?: AVLV is cheaper, by 0.22 percentage points a year. That is about $22 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do AVLV and IYR overlap with the S&P 500?: By their latest filed holdings, 84% of AVLV and 80% of IYR by weight is stocks the S&P 500 already holds.

Other comparisons

AVLV vs SCHH AVLV vs VNQ AVLV vs XLRE AVLV vs KRE FNDX vs IYR HDV vs IYR IYR vs PVAL CGDV vs IYR

Where to next

AVLV on its own →IYR on its own →Hold both: look the portfolio through →Rankings →AVLV dividend history →AVLV holdings →IYR dividend history →IYR holdings →Standards and sources →

Sources and dates

AVLV filings on SEC EDGAR ↗

AVLV prospectus with the expense ratio (SEC) ↗

Avantis website ↗

IYR filings on SEC EDGAR ↗

IYR prospectus with the expense ratio (SEC) ↗

iShares page for IYR ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

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ETFIQ, AVLV against IYR, data as of Oct 28, 2026. https://etfiq.com/compare/any/avlv-vs-iyr

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.