Data as of Oct 28, 2026.
IYR vs LQD: Differences, Returns & Fees
Over the year to Oct 28, 2026, IYR returned +3.4% to LQD's −3.4%; 0% of their weight is in the same names.
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Net assets: $3.9bn on Oct 28, 2026 for iShares U.S. Real Estate ETF, and $30.6bn on Oct 27, 2026 for iShares iBoxx $ Investment Grade Corporate Bond ETF.
Pair scorecard
LQD costs 0.23 points a year less; their one-year returns differ by 6.8 points; LQD is 7.7 times larger.
| Measure | IYR | LQD |
|---|---|---|
| Return | ||
| Total return, 1 year | +3.4% | −3.4% |
| Drawdown | ||
| Below its high | 8.6%, high on Jul 28, 2026 | 6.3%, high on Sep 22, 2021 |
| Benchmark | ||
| What it tracks | Dow Jones U.S. Real Estate Capped Index | Markit iBoxx USD Liquid Investment Grade Index |
| Cost and size | ||
| Expense ratio | 0.37% | 0.14% |
| Net assets, as of Oct 23, 2026 | $3.9bn | $30.2bn |
| Holdings | ||
| Holdings in common | 0% | |
| In the S&P 500, by weight | 80% | |
| Top ten holdings, share of the fund | 52.5% | |
Holdings in common uses holdings dated Oct 27, 2026. Method
What they share
By the books each fund has filed, IYR and LQD hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
0% in common
Only in one fund ↓
Side by side
IYR and LQD on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IYR
IYR tracks an index of U.S. Real Estate. Over the year to Oct 28, 2026 it returned +3.4% with distributions reinvested. The prospectus expense ratio is 0.37% a year. 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.
LQD
LQD tracks an index of US investment grade bonds. Over the year to Oct 28, 2026 it returned −3.4% with distributions reinvested, against −1.2% for its benchmark, the Bloomberg U.S. Universal Index. The prospectus expense ratio is 0.14% a year. It sat 6.3% below its high of Sep 22, 2021 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, IYR or LQD?
- In the year to Oct 28, 2026, with distributions reinvested, IYR returned +3.4% and LQD −3.4%.
- Which is cheaper, IYR or LQD?
- LQD is cheaper, by 0.23 percentage points a year. That is about $23 on $10,000 held for a year. Fees come from each fund's prospectus.
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.
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ETFIQ, IYR against LQD, data as of Oct 28, 2026. https://etfiq.com/compare/any/iyr-vs-lqd
ETFIQ. (Oct 28, 2026). IYR against LQD. Retrieved from https://etfiq.com/compare/any/iyr-vs-lqd
[IYR against LQD (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/iyr-vs-lqd)
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