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

ETFIQetfiq.com · independent ETF data

IWO vs IYR: how they differ

IWO and IYR hold 0% of their weight in the same names, and IWO returned more over the year.

iShares Russell 2000 Growth ETF and iShares U.S. Real Estate ETF.

What they hold in common

By the books each fund has filed, IWO and IYR hold 0% of their money in the same securities at the same weight.

Positions IWO and IYR both hold, largest shared weight first
HoldingIWOIYR
USD CASH0.14%0.12%
BLK CSH FND TREASURY SL AGENCY0.11%0.10%
Largest positions each one holds and the other does not
Only in IWOOnly in IYR
MOOG INC CLASS A 0.69%WELLTOWER 11.49%
GLAUKOS 0.65%PROLOGIS REIT 8.99%
JFROG 0.64%DIGITAL REALTY TRUST REIT 4.86%
BRIGHTSPRING HEALTH SERVICES INC 0.62%EQUINIX REIT 4.57%
FIRSTCASH HOLDINGS INC 0.62%SIMON PROPERTY GROUP REIT INC 4.46%
BRINKER INTERNATIONAL INC 0.61%REALTY INCOME REIT 4.19%
INTERDIGITAL INC 0.60%AMERICAN TOWER REIT 4.16%
KRYSTAL BIOTECH 0.59%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.

IWO and IYR on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
IWO
iShares Russell 2000 Growth ETF
IYR
iShares U.S. Real Estate ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isRussell 2000 GrowthU.S. Real Estate
Total return, 1 year+17.0%+4.7%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−0.5 pts−12.8 pts
Expense ratio0.24%0.37%
Already in the S&P 5000.0%80.4%
Holdings97063

IWO in plain words

IWO is an index equity fund tracking the Russell 2000 Growth. Over the year to Sep 11, 2026 it returned +17.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.24% 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 970 positions, with the top ten at 6.2%. It sat 7.1% 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, IWO or IYR?
In the year to Sep 13, 2026, with distributions reinvested, IWO returned +17.0% and IYR returned +4.7%, so IWO returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IWO or IYR?
IWO charges 0.24% a year and IYR charges 0.37%, so IWO is cheaper. Fees come from each fund's prospectus.
How much do IWO and IYR overlap with the S&P 500?
By their latest filed holdings, 0% of IWO and 80% of IYR by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

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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.

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

A comparison is not a recommendation. Standards and sources