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

In the year to Oct 28, 2026, with distributions reinvested, AVUV returned +25.1% and IYR +3.4%.

Which is cheaper, AVUV or IYR?

AVUV is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 0% of AVUV and 80% of IYR by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

AVUV vs IYR: Differences, Returns & Fees

Share on X Download as PDF

Over the year to Oct 28, 2026, AVUV returned +25.1% to IYR's +3.4%; 0% of their weight is in the same names.

askIQ about this page

askIQ about AVUV and IYR

Net assets: $32.1bn on Oct 27, 2026 for Avantis U.S. Small Cap Value ETF, and $3.9bn on Oct 28, 2026 for iShares U.S. Real Estate ETF.

AVUV on its own →IYR on its own →

At a glance

+25.1%

AVUV total return, 1 year

+3.4%

IYR total return, 1 year

0.25%

AVUV expense ratio

0.37%

IYR expense ratio

Pair scorecard

AVUV costs 0.12 points a year less; their one-year returns differ by 21.7 points; AVUV is 8.0 times larger.

AVUV vs IYR: Differences, Returns & Fees
Measure	AVUV	IYR
Return
Measure	AVUV	IYR
Total return, 1 year	+25.1%	+3.4%
Drawdown
Measure	AVUV	IYR
Below its high	4.4%, high on Aug 4, 2026	8.6%, high on Jul 28, 2026
Benchmark
Measure	AVUV	IYR
What it tracks	No index, actively managed	Dow Jones U.S. Real Estate Capped Index
Cost and size
Measure	AVUV	IYR
Expense ratio	0.25%	0.37%
Net assets, as of Oct 26, 2026	$32.0bn	$4.0bn
Holdings
Measure	AVUV	IYR
Holdings in common	0%
Top ten holdings, share of the fund	7.9%	52.5%

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

What they share

By the books each fund has filed, AVUV 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 AVUV IYR

Only in one fund ↓

Only in AVUV

MATSON INC COMMON STOCK 0.99%

GATX CORP COMMON STOCK USD.625 0.89%

SM ENERGY CO COMMON STOCK USD.01 0.83%

ABERCROMBIE + FITCH CO CL A COMMON STOCK USD.01 0.79%

LYFT INC A COMMON STOCK USD.00001 0.77%

MACY S INC COMMON STOCK USD.01 0.77%

MURPHY OIL CORP COMMON STOCK USD1.0 0.73%

SKYWEST INC COMMON STOCK 0.73%

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

AVUV Avantis U.S. Small 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 +25.1% +3.4%

Its benchmark over the same days +21.1% (IWN) not measured

Gap to its benchmark +4.0 pts vs IWN not measured

Expense ratio 0.25% 0.37%

Already in the S&P 500 0.0% 80.0%

Holdings 791 59

Net assets, AVUV as of Oct 27, 2026 and IYR as of Oct 28, 2026 $32.1bn $3.9bn

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

Alert

About each fund

AVUV

Over the year to Oct 28, 2026 it returned +25.1% with distributions reinvested, against +21.1% for its benchmark, the Russell 2000 Value.

AVUV is actively managed and tracks no index. The prospectus expense ratio is 0.25% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 791 positions, with the top ten at 7.9%. It sat 4.4% below its high of Aug 4, 2026 on Oct 28, 2026.

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, AVUV or IYR?: In the year to Oct 28, 2026, with distributions reinvested, AVUV returned +25.1% and IYR +3.4%.
Which is cheaper, AVUV or IYR?: AVUV is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do AVUV and IYR overlap with the S&P 500?: By their latest filed holdings, 0% of AVUV and 80% of IYR by weight is stocks the S&P 500 already holds.

Other comparisons

AVUV vs SCHH AVUV vs VNQ AVUV vs XLRE AVUV vs KRE IYR vs VBR IJS vs IYR IYR vs VXF IYR vs MGK

Where to next

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

Sources and dates

AVUV filings on SEC EDGAR ↗

AVUV 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.

Cite this pageCitation, APA and Markdown

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

Open data →

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