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

In the year to Oct 28, 2026, with distributions reinvested, GRNY returned +6.5% and IYR +3.4%.

Which is cheaper, GRNY or IYR?

IYR is cheaper, by 0.38 percentage points a year. That is about $38 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 98% of GRNY and 80% of IYR by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

GRNY vs IYR: Differences, Returns & Fees

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Over the year to Oct 28, 2026, GRNY returned +6.5% to IYR's +3.4%; 0% of their weight is in the same names.

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Net assets: $4.3bn on Jul 31, 2026 for Fundstrat Granny Shots US Large Cap ETF, and $3.9bn on Oct 28, 2026 for iShares U.S. Real Estate ETF.

GRNY on its own →IYR on its own →

At a glance

+6.5%

GRNY total return, 1 year

+3.4%

IYR total return, 1 year

0.75%

GRNY expense ratio

0.37%

IYR expense ratio

Pair scorecard

IYR costs 0.38 points a year less; their one-year returns differ by 3.1 points.

GRNY vs IYR: Differences, Returns & Fees
Measure	GRNY	IYR
Return
Measure	GRNY	IYR
Total return, 1 year	+6.5%	+3.4%
Drawdown
Measure	GRNY	IYR
Below its high	3.5%, high on Oct 6, 2026	8.6%, high on Jul 28, 2026
Benchmark
Measure	GRNY	IYR
What it tracks	No index, actively managed	Dow Jones U.S. Real Estate Capped Index
Cost and size
Measure	GRNY	IYR
Expense ratio	0.75%	0.37%
Net assets, GRNY as of Jul 31, 2026 and IYR as of Oct 28, 2026	$4.3bn	$3.9bn
Holdings
Measure	GRNY	IYR
Holdings in common	0%
Top ten holdings, share of the fund	26.5%	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, GRNY 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 GRNY IYR

Only in one fund ↓

Only in GRNY

Arista Networks Inc 2.92%

General Electric Co 2.76%

JPMorgan Chase & Co 2.66%

Packaging Corp of America 2.66%

PNC Financial Services Group I 2.63%

Eli Lilly & Co 2.61%

Robinhood Markets Inc 2.61%

Bank of New York Mellon Corp 2.59%

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

GRNY Fundstrat Granny Shots US Large Cap ETF IYR iShares U.S. Real Estate ETF

Where it sits Stock ETF Stock ETF

Issuer Fundstrat iShares

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

Total return, 1 year +6.5% +3.4%

Expense ratio 0.75% 0.37%

Already in the S&P 500 98.0% 80.0%

Holdings 43 59

Net assets, GRNY as of Jul 31, 2026 and IYR as of Oct 28, 2026 $4.3bn $3.9bn

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

Alert

About each fund

GRNY

GRNY is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +6.5% with distributions reinvested. The prospectus expense ratio is 0.75% a year. By its holdings filed for Jul 31, 2026, 98% of the fund by weight is stocks the S&P 500 also holds, across 43 positions, with the top ten at 26.5%. It sat 3.5% below its high of Oct 6, 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, GRNY or IYR?: In the year to Oct 28, 2026, with distributions reinvested, GRNY returned +6.5% and IYR +3.4%.
Which is cheaper, GRNY or IYR?: IYR is cheaper, by 0.38 percentage points a year. That is about $38 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do GRNY and IYR overlap with the S&P 500?: By their latest filed holdings, 98% of GRNY and 80% of IYR by weight is stocks the S&P 500 already holds.

Other comparisons

GRNY vs SCHH GRNY vs VNQ GRNY vs XLRE GRNY vs KRE IYR vs XLG IYR vs MTUM IYR vs SPHQ IYR vs SPMO

Where to next

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

Sources and dates

GRNY filings on SEC EDGAR ↗

GRNY prospectus with the expense ratio (SEC) ↗

Fundstrat 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, GRNY against IYR, data as of Oct 28, 2026. https://etfiq.com/compare/any/grny-vs-iyr

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