Which returned more over the last year, IYJ or IYT?

In the year to Oct 9, 2026, with distributions reinvested, IYJ returned +8.3% and IYT +12.8%.

Which is cheaper, IYJ or IYT?

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

How much do IYJ and IYT overlap with the S&P 500?

By their latest filed holdings, 86% of IYJ and 82% of IYT by weight is stocks the S&P 500 already holds.

Compare their flows Ask IQ about these two funds

IYJ vs IYT: Differences, Returns & Fees

IYJ and IYT hold 8% of their weight in the same names, and IYT returned +12.8% over the year. Net assets on Oct 9, 2026: $1.9bn for iShares U.S. Industrials ETF and $2.0bn for iShares U.S. Transportation ETF.

Both cost 0.37% a year; their one-year returns differ by 4.5 points.

Points (pts) are percentage points.

	IYJ	IYT
Expense ratio	0.37%	0.37%
Net assets	$1.9bn	$2.0bn
Total return, 1 year	+8.3%	+12.8%
What it tracks	Russell 1000 Industrials 40 Act 15/22	S&P Transportation Select Industry FMC Capped Index
Holdings in common	8%
Top ten holdings, share of the fund	36.7%	72.8%
Below its high	7.5%, high on Aug 4, 2026	10.8%, high on Jul 16, 2026

Holdings in common uses holdings dated Oct 8, 2026 and Oct 9, 2026.

+8.3%

IYJ total return, 1 year

+12.8%

IYT total return, 1 year

0.37%

IYJ expense ratio

0.37%

IYT expense ratio

What they hold in common

By the books each fund has filed, IYJ and IYT hold 8% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 8, 2026 and Oct 9, 2026.

50%

half

8% in common

Positions both hold, largest shared weight first

Holding IYJ IYT

UNION PACIFIC 2.06% 17.48%

CSX 1.09% 9.25%

NORFOLK SOUTHERN CORP 0.89% 4.50%

UNITED PARCEL SERVICE INC CLASS B 0.88% 4.36%

FEDEX CORP 0.80% 4.32%

OLD DOMINION FREIGHT LINE 0.42% 4.57%

EXPEDITORS INTERNATIONAL OF WASHIN 0.31% 3.49%

XPO 0.26% 2.98%

CH ROBINSON WORLDWIDE 0.21% 2.31%

JB HUNT TRANSPORT SERVICES 0.21% 2.36%

FEDEX FREIGHT HOLDING COMPANY INC 0.20% 1.92%

KNIGHT-SWIFT TRANSPORTATION HOLDIN 0.13% 1.46%

Only in IYJ

VISA CLASS A 7.92%

MASTERCARD CLASS A 5.78%

CATERPILLAR INC 4.50%

GE AEROSPACE 3.93%

GE VERNOVA 3.35%

RTX 3.10%

EATON PLC 2.05%

AMERICAN EXPRESS 2.02%

Only in IYT

UBER TECHNOLOGIES 15.44%

DELTA AIR LINES 4.77%

UNITED AIRLINES HOLDINGS 4.59%

SOUTHWEST AIRLINES 2.83%

AMERICAN AIRLINES GROUP 1.17%

MATSON INC 0.94%

LYFT CLASS A 0.85%

U HAUL NON VOTING SERIES N 0.70%

Check overlap with more funds →

On the same fields

IYJ

iShares U.S. Industrials ETF

IYT

iShares U.S. Transportation ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index Tracks an index

Total return, 1 year +8.3% +12.8%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 −8.9 pts −4.4 pts

Expense ratio 0.37% 0.37%

Already in the S&P 500 86.0% 82.2%

Holdings 215 46

Net assets $1.9bn $2.0bn

IYJ and IYT on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

IYJ in plain words

IYJ tracks an index. Over the year to Oct 9, 2026 it returned +8.3% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 8, 2026, 86% of the fund by weight is stocks the S&P 500 also holds, across 215 positions, with the top ten at 36.7%. It sat 7.5% below its high of Aug 4, 2026 on Oct 9, 2026.

IYT in plain words

IYT tracks an index. Over the year to Oct 9, 2026 it returned +12.8% with distributions reinvested, against +17.3% for the S&P 500. By its holdings published by its issuer for Oct 9, 2026, 82% of the fund by weight is stocks the S&P 500 also holds, across 46 positions, with the top ten at 72.8%. It sat 10.8% below its high of Jul 16, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, IYJ or IYT?: In the year to Oct 9, 2026, with distributions reinvested, IYJ returned +8.3% and IYT +12.8%.
Which is cheaper, IYJ or IYT?: Neither: IYJ and IYT both charge 0.37% a year. Fees come from each fund's prospectus.
How much do IYJ and IYT overlap with the S&P 500?: By their latest filed holdings, 86% of IYJ and 82% of IYT by weight is stocks the S&P 500 already holds.

Other comparisons

IYJ vs VIS IYJ vs XLI FIDU vs IYJ EXI vs IYJ IYT vs VIS IYT vs XLI FIDU vs IYT EXI vs IYT

IYJ on its own →IYT on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

IYJ and IYT filings on SEC EDGAR ↗IYJ and IYT prospectus with the expense ratio (SEC) ↗iShares page for IYJ ↗iShares page for IYT ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. 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, IYJ against IYT, data as of Oct 9, 2026. https://etfiq.com/compare/any/iyj-vs-iyt

Open data

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