Get the weekly note

Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IWB vs IYR: how they differ

IWB and IYR hold 2% of their weight in the same names, and IWB returned more over the year.

iShares Russell 1000 ETF and iShares U.S. Real Estate ETF.

What they hold in common

By the books each fund has filed, IWB and IYR hold 2% of their money in the same securities at the same weight.

Positions IWB and IYR both hold, largest shared weight first
HoldingIWBIYR
WELLTOWER0.24%11.49%
PROLOGIS REIT0.18%8.99%
EQUINIX REIT0.14%4.57%
AMERICAN TOWER REIT0.12%4.16%
DIGITAL REALTY TRUST REIT0.10%4.86%
SIMON PROPERTY GROUP REIT INC0.09%4.46%
USD CASH0.09%0.12%
BLK CSH FND TREASURY SL AGENCY0.08%0.10%
REALTY INCOME REIT0.08%4.19%
PUBLIC STORAGE REIT0.07%3.73%
VIVMARK RESIDENTIAL0.07%3.59%
CBRE GROUP CLASS A0.06%3.05%
Largest positions each one holds and the other does not
Only in IWBOnly in IYR
NVIDIA 7.26%SABRA HEALTH CARE REIT 0.40%
APPLE 6.73%LINEAGE 0.16%
MICROSOFT 5.21%ZILLOW GROUP CLASS A 0.10%
AMAZON.COM INC 3.49%CASH COLLATERAL USD MLPFT 0.02%
ALPHABET CLASS A 2.77%
BROADCOM INC 2.40%
ALPHABET CLASS C 2.24%
META PLATFORMS CLASS A 2.02%

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.

IWB and IYR on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
IWB
iShares Russell 1000 ETF
IYR
iShares U.S. Real Estate ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isRussell 1000U.S. Real Estate
Total return, 1 year+16.7%+4.7%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−0.8 pts−12.8 pts
Expense ratio0.15%0.37%
Already in the S&P 50091.9%80.4%
Holdings94563

IWB in plain words

IWB is an index equity fund tracking the Russell 1000. Over the year to Sep 11, 2026 it returned +16.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Sep 10, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 945 positions, with the top ten at 35.2%.

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, IWB or IYR?
In the year to Sep 13, 2026, with distributions reinvested, IWB returned +16.7% and IYR returned +4.7%, so IWB returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IWB or IYR?
IWB charges 0.15% a year and IYR charges 0.37%, so IWB is cheaper. Fees come from each fund's prospectus.
How much do IWB and IYR overlap with the S&P 500?
By their latest filed holdings, 92% of IWB and 80% of IYR by weight is stocks the S&P 500 already holds. Between the two funds, 2% of their books are the same securities at the same weight.

Other comparisons

Where to next

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.

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

A comparison is not a recommendation. Standards and sources