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

In the year to Oct 28, 2026, with distributions reinvested, DFUS returned +13.8% and IYR +3.4%.

Which is cheaper, DFUS or IYR?

DFUS is cheaper, by 0.28 percentage points a year. That is about $28 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 89% of DFUS and 80% of IYR by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

DFUS vs IYR: Differences, Returns & Fees

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Over the year to Oct 28, 2026, DFUS returned +13.8% to IYR's +3.4%; 0% of their weight is in the same names.

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Net assets: $20.9bn on Jul 31, 2026 for Dimensional U.S. Equity Market ETF, and $3.9bn on Oct 28, 2026 for iShares U.S. Real Estate ETF.

DFUS on its own →IYR on its own →

At a glance

+13.8%

DFUS total return, 1 year

+3.4%

IYR total return, 1 year

0.09%

DFUS expense ratio

0.37%

IYR expense ratio

Pair scorecard

DFUS costs 0.28 points a year less; their one-year returns differ by 10.4 points.

DFUS vs IYR: Differences, Returns & Fees
Measure	DFUS	IYR
Return
Measure	DFUS	IYR
Total return, 1 year	+13.8%	+3.4%
Drawdown
Measure	DFUS	IYR
Below its high		8.6%, high on Jul 28, 2026
Benchmark
Measure	DFUS	IYR
What it tracks	No index, actively managed	Dow Jones U.S. Real Estate Capped Index
Cost and size
Measure	DFUS	IYR
Expense ratio	0.09%	0.37%
Net assets, DFUS as of Jul 31, 2026 and IYR as of Oct 28, 2026	$20.9bn	$3.9bn
Holdings
Measure	DFUS	IYR
Holdings in common	0%
Top ten holdings, share of the fund	34.6%	52.5%

Holdings in common uses holdings dated Jul 31, 2026 and Oct 27, 2026. Method

What they share

By the books each fund has filed, DFUS and IYR hold 0% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first DFUS IYR

CBRE GROUP, INC. 0.06% 2.71%

JONES LANG LASALLE INCORPORATED 0.03% 1.08%

COSTAR GROUP, INC. 0.01% 1.01%

ZILLOW GROUP, INC. 0.00% 0.40%

ZILLOW GROUP, INC. 0.00% 0.11%

Only in one fund ↓

Only in DFUS

NVIDIA CORPORATION 6.75%

APPLE INC. 6.45%

MICROSOFT CORPORATION 4.99%

AMAZON.COM, INC. 3.83%

ALPHABET INC. 3.00%

BROADCOM INC. 2.63%

ALPHABET INC. 2.48%

META PLATFORMS, INC. 1.77%

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

DFUS Dimensional U.S. Equity Market ETF IYR iShares U.S. Real Estate ETF

Where it sits Stock ETF Stock ETF

Issuer Dimensional iShares

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

Total return, 1 year +13.8% +3.4%

Its benchmark over the same days +13.3% (IWV) not measured

Gap to its benchmark +0.5 pts vs IWV not measured

Expense ratio 0.09% 0.37%

Already in the S&P 500 89.4% 80.0%

Holdings 2236 59

Net assets, DFUS as of Jul 31, 2026 and IYR as of Oct 28, 2026 $20.9bn $3.9bn

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

Alert

About each fund

DFUS

Over the year to Oct 28, 2026 it returned +13.8% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

DFUS is actively managed and tracks no index. The prospectus expense ratio is 0.09% a year. By its holdings filed for Jul 31, 2026, 89% of the fund by weight is stocks the S&P 500 also holds, across 2,236 positions, with the top ten at 34.6%.

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, DFUS or IYR?: In the year to Oct 28, 2026, with distributions reinvested, DFUS returned +13.8% and IYR +3.4%.
Which is cheaper, DFUS or IYR?: DFUS is cheaper, by 0.28 percentage points a year. That is about $28 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do DFUS and IYR overlap with the S&P 500?: By their latest filed holdings, 89% of DFUS and 80% of IYR by weight is stocks the S&P 500 already holds.

Other comparisons

DFUS vs SCHH DFUS vs VNQ DFUS vs XLRE DFUS vs KRE DYNF vs IYR IYR vs SCHB DIA vs IYR IYR vs QUAL

Where to next

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

Sources and dates

DFUS filings on SEC EDGAR ↗

DFUS prospectus with the expense ratio (SEC) ↗

Dimensional 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, DFUS against IYR, data as of Oct 28, 2026. https://etfiq.com/compare/any/dfus-vs-iyr

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