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

In the year to Oct 28, 2026, with distributions reinvested, IYR returned +3.4% and MTUM +18.4%.

Which is cheaper, IYR or MTUM?

MTUM is cheaper, by 0.22 percentage points a year. That is about $22 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 80% of IYR and 93% of MTUM by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IYR vs MTUM: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IYR returned +3.4% to MTUM's +18.4%; 2% 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 $18.7bn on Oct 27, 2026 for iShares MSCI USA Momentum Factor ETF.

IYR on its own →MTUM on its own →

At a glance

+3.4%

IYR total return, 1 year

+18.4%

MTUM total return, 1 year

0.37%

IYR expense ratio

0.15%

MTUM expense ratio

Pair scorecard

MTUM costs 0.22 points a year less; their one-year returns differ by 15.0 points; MTUM is 4.6 times larger.

IYR vs MTUM: Differences, Returns & Fees
Measure	IYR	MTUM
Return
Measure	IYR	MTUM
Total return, 1 year	+3.4%	+18.4%
Drawdown
Measure	IYR	MTUM
Below its high	8.6%, high on Jul 28, 2026	11.9%, high on Jun 22, 2026
Benchmark
Measure	IYR	MTUM
What it tracks	Dow Jones U.S. Real Estate Capped Index	MSCI USA Momentum SR Variant Index
Cost and size
Measure	IYR	MTUM
Expense ratio	0.37%	0.15%
Net assets, as of Oct 26, 2026	$4.0bn	$18.4bn
Holdings
Measure	IYR	MTUM
Holdings in common	2%
Top ten holdings, share of the fund	52.5%	35.5%

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

What they share

By the books each fund has filed, IYR and MTUM hold 2% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

2% in common

Positions both hold · largest shared weight first IYR MTUM

WELLTOWER 9.85% 0.96%

EQUINIX REIT 4.57% 0.51%

VENTAS REIT 3.34% 0.22%

IRON MOUNTAIN INC 2.68% 0.18%

Only in one fund ↓

Only in IYR

PROLOGIS REIT 8.77%

AMERICAN TOWER REIT 4.96%

SIMON PROPERTY GROUP REIT INC 4.71%

DIGITAL REALTY TRUST REIT 4.54%

REALTY INCOME REIT 4.19%

PUBLIC STORAGE REIT 4.10%

VIVMARK RESIDENTIAL 3.51%

CROWN CASTLE INC 2.92%

Only in MTUM

ADVANCED MICRO DEVICES 6.06%

MICRON TECHNOLOGY 5.00%

INTEL CORPORATION 3.92%

CISCO SYSTEMS INC 3.64%

JOHNSON & JOHNSON 3.45%

EXXONMOBIL HOLDINGS CORP 2.96%

PALO ALTO NETWORKS 2.88%

ALPHABET CLASS A 2.62%

Check overlap with more funds →

Side by side

IYR iShares U.S. Real Estate ETF MTUM iShares MSCI USA Momentum Factor ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index of U.S. Real Estate Tracks the MSCI USA Momentum Factor

Total return, 1 year +3.4% +18.4%

Its benchmark over the same days not measured +13.6% (MLRG)

Gap to its benchmark not measured +4.8 pts vs MLRG

Expense ratio 0.37% 0.15%

Already in the S&P 500 80.0% 93.2%

Holdings 59 126

Net assets, IYR as of Oct 28, 2026 and MTUM as of Oct 27, 2026 $3.9bn $18.7bn

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

Alert

About each fund

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.

MTUM

MTUM tracks the MSCI USA Momentum Factor. Over the year to Oct 28, 2026 it returned +18.4% with distributions reinvested, against +13.6% for its benchmark, the MSCI USA Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 126 positions, with the top ten at 35.5%. It sat 11.9% below its high of Jun 22, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IYR or MTUM?: In the year to Oct 28, 2026, with distributions reinvested, IYR returned +3.4% and MTUM +18.4%.
Which is cheaper, IYR or MTUM?: MTUM is cheaper, by 0.22 percentage points a year. That is about $22 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IYR and MTUM overlap with the S&P 500?: By their latest filed holdings, 80% of IYR and 93% of MTUM by weight is stocks the S&P 500 already holds.

Other comparisons

IYR vs SPHQ IYR vs SPMO IYR vs USMV IYR vs RDVY MTUM vs SCHH MTUM vs VNQ MTUM vs XLRE KRE vs MTUM

Where to next

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

Sources and dates

IYR and MTUM filings on SEC EDGAR ↗

IYR prospectus with the expense ratio (SEC) ↗

iShares page for IYR ↗

MTUM prospectus with the expense ratio (SEC) ↗

iShares page for MTUM ↗

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

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