Data as of Oct 28, 2026.
HDV vs IYR: Differences, Returns & Fees
Over the year to Oct 28, 2026, HDV returned +29.4% to IYR's +3.4%; 0% of their weight is in the same names.
askIQ about this page
askIQ about HDV and IYRNet assets: $15.9bn on Oct 27, 2026 for iShares Core High Dividend ETF, and $3.9bn on Oct 28, 2026 for iShares U.S. Real Estate ETF.
Pair scorecard
HDV costs 0.29 points a year less; their one-year returns differ by 26.0 points; HDV is 4.0 times larger.
| Measure | HDV | IYR |
|---|---|---|
| Return | ||
| Total return, 1 year | +29.4% | +3.4% |
| Drawdown | ||
| Below its high | 8.6%, high on Jul 28, 2026 | |
| Benchmark | ||
| What it tracks | Morningstar Dividend Yield Focus Index | Dow Jones U.S. Real Estate Capped Index |
| Cost and size | ||
| Expense ratio | 0.08% | 0.37% |
| Net assets, as of Oct 26, 2026 | $16.0bn | $4.0bn |
| Holdings | ||
| Holdings in common | 0% | |
| Top ten holdings, share of the fund | 55.6% | 52.5% |
Holdings in common uses holdings dated Oct 27, 2026. Method
What they share
By the books each fund has filed, HDV and IYR hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
0% in common
Only in one fund ↓
Side by side
HDV and IYR on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
HDV
HDV tracks an index of High Dividend. Over the year to Oct 28, 2026 it returned +29.4% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 27, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 77 positions, with the top ten at 55.6%.
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, HDV or IYR?
- In the year to Oct 28, 2026, with distributions reinvested, HDV returned +29.4% and IYR +3.4%.
- Which is cheaper, HDV or IYR?
- HDV is cheaper, by 0.29 percentage points a year. That is about $29 on $10,000 held for a year. Fees come from each fund's prospectus.
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, HDV against IYR, data as of Oct 28, 2026. https://etfiq.com/compare/any/hdv-vs-iyr
ETFIQ. (Oct 28, 2026). HDV against IYR. Retrieved from https://etfiq.com/compare/any/hdv-vs-iyr
[HDV against IYR (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/hdv-vs-iyr)
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