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Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

CGGR vs IYR: how they differ

CGGR and IYR hold 0% of their weight in the same names, and CGGR returned more over the year.

Capital Group Growth ETF and iShares U.S. Real Estate ETF.

What they hold in common

By the books each fund has filed, CGGR and IYR hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in CGGROnly in IYR
Meta Platforms Inc 7.09%WELLTOWER 11.49%
Tesla Inc 5.85%PROLOGIS REIT 8.99%
Broadcom Inc 5.40%DIGITAL REALTY TRUST REIT 4.86%
NVIDIA Corp 5.16%EQUINIX REIT 4.57%
Micron Technology Inc 4.86%SIMON PROPERTY GROUP REIT INC 4.46%
Microsoft Corp 4.38%REALTY INCOME REIT 4.19%
Alphabet Inc 3.36%AMERICAN TOWER REIT 4.16%
Alphabet Inc 3.06%PUBLIC STORAGE REIT 3.73%

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 May 31, 2026 and Sep 10, 2026.

CGGR and IYR on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
CGGR
Capital Group Growth ETF
IYR
iShares U.S. Real Estate ETF
Where it sitsCore index fundCore index fund
IssuerCapital GroupiShares
What it isGrowthU.S. Real Estate
Total return, 1 year+7.2%+4.7%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−10.3 pts−12.8 pts
Expense ratio0.39%0.37%
Already in the S&P 50080.6%80.4%
Holdings8963

CGGR in plain words

CGGR is an index equity fund tracking the Growth. Over the year to Sep 11, 2026 it returned +7.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.39% a year. By its holdings filed for May 31, 2026, 81% of the fund by weight is stocks the S&P 500 also holds, across 89 positions, with the top ten at 44.2%.

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 Sep 10, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 63 positions, with the top ten at 53.4%. It sat 6.1% below its high of Jul 28, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, CGGR or IYR?
In the year to Sep 13, 2026, with distributions reinvested, CGGR returned +7.2% and IYR returned +4.7%, so CGGR returned more. One year is one year; the longer windows are in the table.
Which is cheaper, CGGR or IYR?
CGGR charges 0.39% a year and IYR charges 0.37%, so IYR is cheaper. Fees come from each fund's prospectus.
How much do CGGR and IYR overlap with the S&P 500?
By their latest filed holdings, 81% of CGGR and 80% of IYR 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.

CGGR against IYR, ETFIQ, data as of Sep 13, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, CGGR against IYR, data as of Sep 13, 2026. https://etfiq.com/compare/any/cggr-vs-iyr Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources