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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

IJH vs IYR: how they differ

IJH and IYR hold 6% of their weight in the same names, and IJH returned more over the year.

iShares Core S&P Mid-Cap ETF and iShares U.S. Real Estate ETF.

What they hold in common

By the books each fund has filed, IJH and IYR hold 6% of their money in the same securities at the same weight.

Positions IJH and IYR both hold, largest shared weight first
HoldingIJHIYR
ANNALY CAPITAL MANAGEMENT REIT0.46%1.22%
JONES LANG LASALLE0.45%1.20%
W. P. CAREY REIT0.44%1.17%
OMEGA HEALTHCARE INVESTORS REIT0.40%1.06%
SUN COMMUNITIES REIT INC0.38%1.01%
LAMAR ADVERTISING COMPANY CLAS0.37%0.97%
EQUITY LIFESTYLE PROPERTIES REIT I0.33%0.88%
GAMING AND LEISURE PROPERTIES REIT0.33%0.88%
EASTGROUP PROPERTIES REIT0.30%0.80%
AMERICAN HOMES RENT REIT CLASS A0.29%0.75%
BRIXMOR PROPERTY GROUP REIT INC0.25%0.67%
CUBESMART REIT0.25%0.67%
Largest positions each one holds and the other does not
Only in IJHOnly in IYR
TWILIO CLASS A 1.00%WELLTOWER 11.49%
ILLUMINA INC 0.87%PROLOGIS REIT 8.99%
TECHNIPFMC PLC 0.86%DIGITAL REALTY TRUST REIT 4.86%
EVERPURE INC CLASS A 0.85%EQUINIX REIT 4.57%
OKTA CLASS A 0.82%SIMON PROPERTY GROUP REIT INC 4.46%
ATI 0.78%REALTY INCOME REIT 4.19%
NVENT ELECTRIC PLC 0.72%AMERICAN TOWER REIT 4.16%
TENET HEALTHCARE CORP 0.65%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 Sep 10, 2026.

IJH and IYR on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
IJH
iShares Core S&P Mid-Cap ETF
IYR
iShares U.S. Real Estate ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isS&P MidCap 400U.S. Real Estate
Total return, 1 year+13.4%+4.7%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−4.1 pts−12.8 pts
Expense ratio0.05%0.37%
Already in the S&P 5000.0%80.4%
Holdings40563

IJH in plain words

IJH is an index equity fund tracking the S&P MidCap 400. Over the year to Sep 11, 2026 it returned +13.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Sep 10, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 405 positions, with the top ten at 7.8%. It sat 5.4% below its high of Aug 14, 2026 on Sep 11, 2026.

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, IJH or IYR?
In the year to Sep 13, 2026, with distributions reinvested, IJH returned +13.4% and IYR returned +4.7%, so IJH returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IJH or IYR?
IJH charges 0.05% a year and IYR charges 0.37%, so IJH is cheaper. Fees come from each fund's prospectus.
How much do IJH and IYR overlap with the S&P 500?
By their latest filed holdings, 0% of IJH and 80% of IYR by weight is stocks the S&P 500 already holds. Between the two funds, 6% 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.

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

A comparison is not a recommendation. Standards and sources