Data as of Oct 28, 2026.

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IJH vs IYR: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJH returned +13.2% to IYR's +3.4%; 7% of their weight is in the same names.

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Net assets: $122.8bn on Oct 27, 2026 for iShares Core S&P Mid-Cap ETF, and $3.9bn on Oct 28, 2026 for iShares U.S. Real Estate ETF.

At a glance
+13.2%
IJH total return, 1 year
+3.4%
IYR total return, 1 year
0.05%
IJH expense ratio
0.37%
IYR expense ratio

Pair scorecard

IJH costs 0.32 points a year less; their one-year returns differ by 9.8 points; IJH is far larger, $122.3bn against $4.0bn.

IJH vs IYR: Differences, Returns & Fees
MeasureIJHIYR
Return
Total return, 1 year+13.2%+3.4%
Drawdown
Below its high6.5%, high on Aug 14, 20268.6%, high on Jul 28, 2026
Benchmark
What it tracksS&P MidCap 400Dow Jones U.S. Real Estate Capped Index
Cost and size
Expense ratio0.05%0.37%
Net assets, as of Oct 26, 2026$122.3bn$4.0bn
Holdings
Holdings in common7%
Top ten holdings, share of the fund7.2%52.5%

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

What they share

7%

By the books each fund has filed, IJH and IYR hold 7% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

7% in common

Positions both hold · largest shared weight first IJH IYR
W. P. CAREY REIT 0.42% 1.13%
SUN COMMUNITIES REIT INC 0.41% 1.09%
OMEGA HEALTHCARE INVESTORS REIT 0.41% 1.09%
ANNALY CAPITAL MANAGEMENT REIT 0.40% 1.08%
JONES LANG LASALLE 0.40% 1.08%
LAMAR ADVERTISING COMPANY CLAS 0.40% 1.05%
EQUITY LIFESTYLE PROPERTIES REIT I 0.34% 0.90%
GAMING AND LEISURE PROPERTIES REIT 0.33% 0.88%
AMERICAN HEALTHCARE REIT 0.33% 0.87%
EASTGROUP PROPERTIES REIT 0.31% 0.83%
AGNC INVESTMENT REIT 0.31% 0.82%
AMERICAN HOMES RENT REIT CLASS A 0.29% 0.79%
Only in one fund ↓
Only in IJH
OKTA CLASS A 1.10%
TECHNIPFMC PLC 0.82%
UNITED THERAPEUTICS 0.74%
ENTEGRIS INC 0.67%
ATI 0.66%
US FOODS HOLDING 0.65%
RELIANCE STEEL & ALUMINUM 0.65%
XPO 0.64%
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

IJH iShares Core S&P Mid-Cap ETF IYR iShares U.S. Real Estate ETF
Where it sits Stock ETF Stock ETF
What it is Tracks the S&P MidCap 400 Tracks an index of U.S. Real Estate
Total return, 1 year +13.2% +3.4%
Its benchmark over the same days +12.8% (MDY) not measured
Gap to its benchmark +0.4 pts vs MDY not measured
Expense ratio 0.05% 0.37%
Already in the S&P 500 0.0% 80.0%
Holdings 409 59
Net assets, IJH as of Oct 27, 2026 and IYR as of Oct 28, 2026 $122.8bn $3.9bn

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

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About each fund
IJH

IJH tracks the S&P MidCap 400. Over the year to Oct 28, 2026 it returned +13.2% with distributions reinvested, against +12.8% for its benchmark, the S&P MidCap 400. The prospectus expense ratio is 0.05% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 409 positions, with the top ten at 7.2%. It sat 6.5% below its high of Aug 14, 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, IJH or IYR?
In the year to Oct 28, 2026, with distributions reinvested, IJH returned +13.2% and IYR +3.4%.
Which is cheaper, IJH or IYR?
IJH is cheaper, by 0.32 percentage points a year. That is about $32 on $10,000 held for a year. 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.
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ETFIQ, IJH against IYR, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijh-vs-iyr

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