Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
IJR vs IYR: how they differ
IJR and IYR hold 1% of their weight in the same names, and IJR returned more over the year.
iShares Core S&P Small-Cap ETF and iShares U.S. Real Estate ETF.
What they hold in common
By the books each fund has filed, IJR and IYR hold 1% of their money in the same securities at the same weight.
| Holding | IJR | IYR |
|---|---|---|
| RITHM CAPITAL | 0.31% | 0.41% |
| MILLROSE PROPERTIES INC CLASS A | 0.26% | 0.34% |
| BLK CSH FND TREASURY SL AGENCY | 1.94% | 0.10% |
| USD CASH | 0.08% | 0.12% |
| Only in IJR | Only in IYR |
|---|---|
| CORCEPT THERAPEUTICS 0.62% | WELLTOWER 11.49% |
| VIASAT INC 0.57% | PROLOGIS REIT 8.99% |
| GLAUKOS 0.57% | DIGITAL REALTY TRUST REIT 4.86% |
| MATCH GROUP INC 0.56% | EQUINIX REIT 4.57% |
| BRINKER INTERNATIONAL INC 0.52% | SIMON PROPERTY GROUP REIT INC 4.46% |
| QORVO 0.51% | REALTY INCOME REIT 4.19% |
| PAYCOM SOFTWARE 0.51% | AMERICAN TOWER REIT 4.16% |
| PROTAGONIST THERAPEUTICS 0.50% | 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.
| IJR iShares Core S&P Small-Cap ETF | IYR iShares U.S. Real Estate ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | iShares |
| What it is | S&P SmallCap 600 | U.S. Real Estate |
| Total return, 1 year | +19.9% | +4.7% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +2.4 pts | −12.8 pts |
| Expense ratio | 0.06% | 0.37% |
| Already in the S&P 500 | 0.0% | 80.4% |
| Holdings | 608 | 63 |
IJR in plain words
IJR is an index equity fund tracking the S&P SmallCap 600. Over the year to Sep 11, 2026 it returned +19.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.06% 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 608 positions, with the top ten at 6.8%. It sat 5.5% 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, IJR or IYR?
- In the year to Sep 13, 2026, with distributions reinvested, IJR returned +19.9% and IYR returned +4.7%, so IJR returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IJR or IYR?
- IJR charges 0.06% a year and IYR charges 0.37%, so IJR is cheaper. Fees come from each fund's prospectus.
- How much do IJR and IYR overlap with the S&P 500?
- By their latest filed holdings, 0% of IJR and 80% of IYR by weight is stocks the S&P 500 already holds. Between the two funds, 1% of their books are the same securities at the same weight.
Other comparisons
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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.
Cite this page. ETFIQ, IJR against IYR, data as of Sep 13, 2026. https://etfiq.com/compare/any/ijr-vs-iyr Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources