Which returned more over the last year, IYE or IYR?

In the year to Oct 28, 2026, with distributions reinvested, IYE returned +58.8% and IYR +3.4%.

Which is cheaper, IYE or IYR?

Neither: IYE and IYR both charge 0.37% a year. Fees come from each fund's prospectus.

How much do IYE and IYR overlap with the S&P 500?

By their latest filed holdings, 67% of IYE and 80% of IYR by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IYE vs IYR: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IYE returned +58.8% to IYR's +3.4%; 0% of their weight is in the same names.

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Net assets on Oct 28, 2026: $1.8bn for iShares U.S. Energy ETF and $3.9bn for iShares U.S. Real Estate ETF.

IYE on its own →IYR on its own →

At a glance

+58.8%

IYE total return, 1 year

+3.4%

IYR total return, 1 year

0.37%

IYE expense ratio

0.37%

IYR expense ratio

Pair scorecard

Both cost 0.37% a year; their one-year returns differ by 55.4 points; IYR is 2.2 times larger.

IYE vs IYR: Differences, Returns & Fees
Measure	IYE	IYR
Return
Measure	IYE	IYR
Total return, 1 year	+58.8%	+3.4%
Drawdown
Measure	IYE	IYR
Below its high		8.6%, high on Jul 28, 2026
Benchmark
Measure	IYE	IYR
What it tracks	Russell 1000 Energy RIC 22	Dow Jones U.S. Real Estate Capped Index
Cost and size
Measure	IYE	IYR
Expense ratio	0.37%	0.37%
Net assets	$1.8bn	$3.9bn
Holdings
Measure	IYE	IYR
Holdings in common	0%
Top ten holdings, share of the fund	71.5%	52.5%

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

What they share

By the books each fund has filed, IYE and IYR hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IYE IYR

Only in one fund ↓

Only in IYE

EXXONMOBIL HOLDINGS CORP 23.48%

CHEVRON 16.24%

CONOCOPHILLIPS 6.74%

MARATHON PETROLEUM 4.68%

VALERO ENERGY CORP 4.07%

PHILLIPS 66 3.97%

WILLIAMS 3.37%

EOG RESOURCES 3.28%

Only in IYR

WELLTOWER 9.85%

PROLOGIS REIT 8.77%

AMERICAN TOWER REIT 4.96%

SIMON PROPERTY GROUP REIT INC 4.71%

EQUINIX REIT 4.57%

DIGITAL REALTY TRUST REIT 4.54%

REALTY INCOME REIT 4.19%

PUBLIC STORAGE REIT 4.10%

Check overlap with more funds →

Side by side

IYE iShares U.S. Energy ETF IYR iShares U.S. Real Estate ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index of U.S. Energy Tracks an index of U.S. Real Estate

Total return, 1 year +58.8% +3.4%

Expense ratio 0.37% 0.37%

Already in the S&P 500 67.1% 80.0%

Holdings 41 59

Net assets $1.8bn $3.9bn

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

Alert

About each fund

IYE

IYE tracks an index of U.S. Energy. Over the year to Oct 28, 2026 it returned +58.8% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 67% of the fund by weight is stocks the S&P 500 also holds, across 41 positions, with the top ten at 71.5%.

IYR

IYR tracks an index of U.S. Real Estate. Over the year to Oct 28, 2026 it returned +3.4% with distributions reinvested. 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, IYE or IYR?: In the year to Oct 28, 2026, with distributions reinvested, IYE returned +58.8% and IYR +3.4%.
Which is cheaper, IYE or IYR?: Neither: IYE and IYR both charge 0.37% a year. Fees come from each fund's prospectus.
How much do IYE and IYR overlap with the S&P 500?: By their latest filed holdings, 67% of IYE and 80% of IYR by weight is stocks the S&P 500 already holds.

Other comparisons

IYE vs SCHH IYE vs VNQ IYE vs XLRE IYE vs KRE IYR vs XOP IYR vs VDE IYR vs XLE IYR vs XHB

Where to next

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

Sources and dates

IYE and IYR filings on SEC EDGAR ↗

IYE prospectus with the expense ratio (SEC) ↗

iShares page for IYE ↗

IYR prospectus with the expense ratio (SEC) ↗

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.

Cite this pageCitation, APA and Markdown

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

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