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Data as of Oct 28, 2026.

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ITOT vs IYR: Differences, Returns & Fees

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Over the year to Oct 28, 2026, ITOT returned +13.4% to IYR's +3.4%; 2% of their weight is in the same names.

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Net assets: $97.1bn on Oct 27, 2026 for iShares Core S&P Total U.S. Stock Market ETF, and $3.9bn on Oct 28, 2026 for iShares U.S. Real Estate ETF.

ITOT on its own →IYR on its own →
At a glance
+13.4%
ITOT total return, 1 year
+3.4%
IYR total return, 1 year
0.03%
ITOT expense ratio
0.37%
IYR expense ratio

Pair scorecard

ITOT costs 0.34 points a year less; their one-year returns differ by 10.0 points; ITOT is far larger, $96.5bn against $4.0bn.

ITOT vs IYR: Differences, Returns & Fees
MeasureITOTIYR
Return
Total return, 1 year+13.4%+3.4%
Drawdown
Below its high8.6%, high on Jul 28, 2026
Benchmark
What it tracksS&P Total Market Index (TMI)Dow Jones U.S. Real Estate Capped Index
Cost and size
Expense ratio0.03%0.37%
Net assets, as of Oct 26, 2026$96.5bn$4.0bn
Holdings
Holdings in common2%
Top ten holdings, share of the fund33.9%52.5%

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

What they share

2%

By the books each fund has filed, ITOT and IYR hold 2% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

2% in common

Positions both hold · largest shared weight first ITOT IYR
WELLTOWER 0.22% 9.85%
PROLOGIS REIT 0.16% 8.77%
EQUINIX REIT 0.13% 4.57%
AMERICAN TOWER REIT 0.11% 4.96%
SIMON PROPERTY GROUP REIT INC 0.09% 4.71%
DIGITAL REALTY TRUST REIT 0.08% 4.54%
PUBLIC STORAGE REIT 0.07% 4.10%
REALTY INCOME REIT 0.07% 4.19%
VENTAS REIT 0.06% 3.34%
VIVMARK RESIDENTIAL 0.06% 3.51%
CBRE GROUP CLASS A 0.05% 2.71%
CROWN CASTLE INC 0.05% 2.92%
Only in one fund ↓
Only in ITOT
NVIDIA 7.06%
APPLE 6.78%
MICROSOFT 5.28%
AMAZON.COM INC 3.32%
ALPHABET CLASS A 2.52%
BROADCOM INC 2.18%
ALPHABET CLASS C 2.02%
META PLATFORMS CLASS A 1.83%
Only in IYR
DOW JONES US REAL ESTATE DEC 26 0.00%
Check overlap with more funds →

Side by side

ITOT iShares Core S&P Total U.S. Stock Market ETF IYR iShares U.S. Real Estate ETF
Where it sits Stock ETF Stock ETF
Issuer iShares iShares
What it is Tracks the S&P Total U.S. Stock Market Tracks an index of U.S. Real Estate
Total return, 1 year +13.4% +3.4%
Expense ratio 0.03% 0.37%
Already in the S&P 500 88.1% 80.0%
Holdings 2443 59
Net assets, ITOT as of Oct 27, 2026 and IYR as of Oct 28, 2026 $97.1bn $3.9bn

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

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About each fund
ITOT

ITOT tracks the S&P Total U.S. Stock Market. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings published by its issuer for Oct 27, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,443 positions, with the top ten at 33.9%.

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, ITOT or IYR?
In the year to Oct 28, 2026, with distributions reinvested, ITOT returned +13.4% and IYR +3.4%.
Which is cheaper, ITOT or IYR?
ITOT is cheaper, by 0.34 percentage points a year. That is about $34 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do ITOT and IYR overlap with the S&P 500?
By their latest filed holdings, 88% of ITOT and 80% of IYR by weight is stocks the S&P 500 already holds.
Other comparisons
ITOT vs SCHHITOT vs VNQITOT vs XLREITOT vs KREIYR vs VIGIYR vs SCHXIYR vs SPYMIWB vs IYR
Where to next
ITOT on its own →IYR on its own →Hold both: look the portfolio through →Rankings →ITOT dividend history →ITOT holdings →IYR dividend history →IYR holdings →Standards and sources →
Sources and dates
ITOT and IYR filings on SEC EDGAR ↗
ITOT and IYR prospectus with the expense ratio (SEC) ↗
iShares page for ITOT ↗
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.

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ETFIQ, ITOT against IYR, data as of Oct 28, 2026. https://etfiq.com/compare/any/itot-vs-iyr

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