Which returned more over the last year, ITOT or XLRE?

In the year to Oct 28, 2026, with distributions reinvested, ITOT returned +13.4% and XLRE +4.3%.

Which is cheaper, ITOT or XLRE?

ITOT is cheaper, by 0.05 percentage points a year. That is about $5 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do ITOT and XLRE overlap with the S&P 500?

By their latest filed holdings, 88% of ITOT and 100% of XLRE by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

ITOT vs XLRE: Differences, Returns & Fees

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Over the year to Oct 28, 2026, ITOT returned +13.4% to XLRE's +4.3%; 2% of their weight is in the same names.

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Net assets on Oct 27, 2026: $97.1bn for iShares Core S&P Total U.S. Stock Market ETF and $8.0bn for State Street Real Estate Select Sector SPDR ETF.

ITOT on its own →XLRE on its own →

At a glance

+13.4%

ITOT total return, 1 year

+4.3%

XLRE total return, 1 year

0.03%

ITOT expense ratio

0.08%

XLRE expense ratio

Pair scorecard

ITOT costs 0.05 points a year less; their one-year returns differ by 9.1 points; ITOT is 12.1 times larger.

ITOT vs XLRE: Differences, Returns & Fees
Measure	ITOT	XLRE
Return
Measure	ITOT	XLRE
Total return, 1 year	+13.4%	+4.3%
Drawdown
Measure	ITOT	XLRE
Below its high		7.7%, high on Jul 28, 2026
Benchmark
Measure	ITOT	XLRE
What it tracks	S&P Total Market Index (TMI)	Real Estate Select Sector Index
Cost and size
Measure	ITOT	XLRE
Expense ratio	0.03%	0.08%
Net assets, as of Oct 27, 2026	$97.1bn	$8.0bn
Holdings
Measure	ITOT	XLRE
Holdings in common	2%
Top ten holdings, share of the fund	33.9%	58.9%

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

What they share

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

50%

0 half 100%

half

2% in common

Positions both hold · largest shared weight first ITOT XLRE

WELLTOWER 0.22% 11.14%

PROLOGIS REIT 0.16% 8.19%

EQUINIX REIT 0.13% 6.72%

AMERICAN TOWER REIT 0.11% 5.84%

SIMON PROPERTY GROUP REIT INC 0.09% 4.76%

DIGITAL REALTY TRUST REIT 0.08% 4.34%

PUBLIC STORAGE REIT 0.07% 4.87%

REALTY INCOME REIT 0.07% 4.34%

VENTAS REIT 0.06% 4.28%

VIVMARK RESIDENTIAL 0.06% 4.42%

CBRE GROUP CLASS A 0.05% 3.95%

CROWN CASTLE INC 0.05% 4.26%

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 XLRE

EMINI S+P REESTATEDEC26 -0.00%

Check overlap with more funds →

Side by side

ITOT iShares Core S&P Total U.S. Stock Market ETF XLRE State Street Real Estate Select Sector SPDR ETF

Where it sits Stock ETF Stock ETF

Issuer iShares State Street

What it is Tracks the S&P Total U.S. Stock Market Tracks an index of Real estate

Total return, 1 year +13.4% +4.3%

Expense ratio 0.03% 0.08%

Already in the S&P 500 88.1% 99.5%

Holdings 2443 31

Net assets, as of Oct 27, 2026 $97.1bn $8.0bn

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

Alert

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%.

XLRE

XLRE tracks an index of Real estate. Over the year to Oct 28, 2026 it returned +4.3% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 31 positions, with the top ten at 58.9%. It sat 7.7% below its high of Jul 28, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, ITOT or XLRE?: In the year to Oct 28, 2026, with distributions reinvested, ITOT returned +13.4% and XLRE +4.3%.
Which is cheaper, ITOT or XLRE?: ITOT is cheaper, by 0.05 percentage points a year. That is about $5 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do ITOT and XLRE overlap with the S&P 500?: By their latest filed holdings, 88% of ITOT and 100% of XLRE by weight is stocks the S&P 500 already holds.

Other comparisons

ITOT vs SCHH ITOT vs IYR ITOT vs VNQ ITOT vs XLB VIG vs XLRE SCHX vs XLRE SPYM vs XLRE IWB vs XLRE

Where to next

ITOT on its own →XLRE on its own →Hold both: look the portfolio through →Rankings →ITOT dividend history →ITOT holdings →XLRE dividend history →XLRE holdings →Standards and sources →

Sources and dates

ITOT filings on SEC EDGAR ↗

ITOT prospectus with the expense ratio (SEC) ↗

iShares page for ITOT ↗

XLRE filings on SEC EDGAR ↗

XLRE prospectus with the expense ratio (SEC) ↗

State Street website ↗

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

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