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Data as of Oct 28, 2026.

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IYR vs QUAL: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IYR returned +3.4% to QUAL's +13.1%; 2% of their weight is in the same names.

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Net assets on Oct 28, 2026: $3.9bn for iShares U.S. Real Estate ETF and $48.2bn for iShares MSCI USA Quality Factor ETF.

IYR on its own →QUAL on its own →
At a glance
+3.4%
IYR total return, 1 year
+13.1%
QUAL total return, 1 year
0.37%
IYR expense ratio
0.15%
QUAL expense ratio

Pair scorecard

QUAL costs 0.22 points a year less; their one-year returns differ by 9.7 points; QUAL is 12.4 times larger.

IYR vs QUAL: Differences, Returns & Fees
MeasureIYRQUAL
Return
Total return, 1 year+3.4%+13.1%
Drawdown
Below its high8.6%, high on Jul 28, 2026
Benchmark
What it tracksDow Jones U.S. Real Estate Capped IndexMSCI USA Sector Neutral Quality Index
Cost and size
Expense ratio0.37%0.15%
Net assets$3.9bn$48.2bn
Holdings
Holdings in common2%
Top ten holdings, share of the fund52.5%44.5%

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

What they share

2%

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

0 half 100%

half

2% in common

Positions both hold · largest shared weight first IYR QUAL
PROLOGIS REIT 8.77% 0.73%
PUBLIC STORAGE REIT 4.10% 0.31%
VIVMARK RESIDENTIAL 3.51% 0.28%
CBRE GROUP CLASS A 2.71% 0.22%
Only in one fund ↓
Only in IYR
WELLTOWER 9.85%
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%
VENTAS REIT 3.34%
CROWN CASTLE INC 2.92%
Only in QUAL
MICROSOFT 8.09%
APPLE 7.38%
NVIDIA 6.28%
META PLATFORMS CLASS A 4.06%
ELI LILLY 4.04%
TJX 3.50%
VISA CLASS A 3.44%
LAM RESEARCH 2.84%
Check overlap with more funds →

Side by side

IYR iShares U.S. Real Estate ETF QUAL iShares MSCI USA Quality 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 Quality Factor
Total return, 1 year +3.4% +13.1%
Its benchmark over the same days not measured +13.6% (MLRG)
Gap to its benchmark not measured −0.5 pts vs MLRG
Expense ratio 0.37% 0.15%
Already in the S&P 500 80.0% 97.2%
Holdings 59 119
Net assets $3.9bn $48.2bn

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

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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.

QUAL

QUAL tracks the MSCI USA Quality Factor. Over the year to Oct 28, 2026 it returned +13.1% 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, 97% of the fund by weight is stocks the S&P 500 also holds, across 119 positions, with the top ten at 44.5%.

Questions people ask

Which returned more over the last year, IYR or QUAL?
In the year to Oct 28, 2026, with distributions reinvested, IYR returned +3.4% and QUAL +13.1%.
Which is cheaper, IYR or QUAL?
QUAL 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 QUAL overlap with the S&P 500?
By their latest filed holdings, 80% of IYR and 97% of QUAL by weight is stocks the S&P 500 already holds.
Other comparisons
IYR vs VIGIYR vs MTUMIYR vs SPYMIYR vs XLGQUAL vs XLREQUAL vs SCHHQUAL vs VNQKRE vs QUAL
Where to next
IYR on its own →QUAL on its own →Hold both: look the portfolio through →Rankings →IYR dividend history →IYR holdings →QUAL dividend history →QUAL holdings →Standards and sources →
Sources and dates
IYR and QUAL filings on SEC EDGAR ↗
IYR prospectus with the expense ratio (SEC) ↗
iShares page for IYR ↗
QUAL prospectus with the expense ratio (SEC) ↗
iShares page for QUAL ↗

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 QUAL, data as of Oct 28, 2026. https://etfiq.com/compare/any/iyr-vs-qual

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