Data as of Oct 28, 2026.
IYR vs REET: Differences, Returns & Fees
Over the year to Oct 28, 2026, IYR returned +3.4% to REET's +5.0%; 64% 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 $4.7bn for iShares Global REIT ETF.
Pair scorecard
REET costs 0.23 points a year less; their one-year returns differ by 1.6 points; REET is 1.2 times larger.
| Measure | IYR | REET |
|---|---|---|
| Return | ||
| Total return, 1 year | +3.4% | +5.0% |
| Drawdown | ||
| Below its high | 8.6%, high on Jul 28, 2026 | 9.4%, high on Jul 24, 2026 |
| Benchmark | ||
| What it tracks | Dow Jones U.S. Real Estate Capped Index | FTSE EPRA Nareit Global REITs Index |
| Cost and size | ||
| Expense ratio | 0.37% | 0.14% |
| Net assets | $3.9bn | $4.7bn |
| Holdings | ||
| Holdings in common | 64% | |
| Top ten holdings, share of the fund | 52.5% | 42.9% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Jul 18, 2014 to Oct 23, 2026 · 640 weekly returnsIYR returned more: +96.9% to +63.5%. REET swung slightly less: 20.1% to 20.6%. IYR fell slightly less at its worst: −39.3% to −43.2%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | IYR | REET | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +96.9% | +63.5% | IYR | Price change plus distributions, reinvested. |
| Annualized | +5.7% | +4.1% | IYR | Total return as a yearly rate. |
| Price return | +34.7% | +2.3% | IYR | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 20.6% | 20.1% | REET (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 14.4% | 14.3% | Tie | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −39.3% | −43.2% | IYR (slight) | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.27 | 0.20 | IYR | Return above Treasury bills per unit of volatility. |
| Sortino | 0.39 | 0.28 | IYR | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.14 | 0.09 | IYR | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 640 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IYR and REET hold 64% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
64% in common
Only in one fund ↓
Side by side
IYR and REET on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IYR and REET are built for the same job. How do they differ in cost, holdings and results?
- What each follows. IYR follows Dow Jones U.S. Real Estate Capped Index and REET follows FTSE EPRA Nareit Global REITs Index.
- Number of holdings. IYR holds 59 positions and REET holds 328.
- Cost. IYR charges 0.37% of assets a year and REET 0.14%, a gap of 0.23 points.
Data as of Oct 28, 2026.
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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.
REET
REET tracks an index. Over the year to Oct 28, 2026 it returned +5.0% with distributions reinvested. The prospectus expense ratio is 0.14% a year. By its holdings published by its issuer for Oct 27, 2026, 54% of the fund by weight is stocks the S&P 500 also holds, across 328 positions, with the top ten at 42.9%. It sat 9.4% below its high of Jul 24, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, IYR or REET?
- In the year to Oct 28, 2026, with distributions reinvested, IYR returned +3.4% and REET +5.0%.
- Which is cheaper, IYR or REET?
- REET 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 REET, data as of Oct 28, 2026. https://etfiq.com/compare/any/iyr-vs-reet
ETFIQ. (Oct 28, 2026). IYR against REET. Retrieved from https://etfiq.com/compare/any/iyr-vs-reet
[IYR against REET (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/iyr-vs-reet)
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